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Money

15: How Business Owners Can Reduce Taxes While Saving for the Future with Jason Clevlen

In this episode, host Jack Marino Jr. speaks with Jason Clevlen about the key differences in two widely used retirement plans and how these plans can affect a business owner's income taxes, especially the new and complicated qualified business income deduction. Through their detailed case study, you will see how you can bring a forward-looking approach to your tax planning this tax season and in the years to come.

12: Eight Simple Ways to Improve Your Finances with Jason Clevlen

In this episode, host Jack Marino Jr. and Jason Clevlen discuss eight simple ways to improve your finances. These tips provide peace of mind by helping you build wealth as you implement a savings plan, track your financial goals, maximize your tax benefits, and more.

09: Avoiding the Tax Trap by Diversifying your Retirement Savings with Jason Clevlen

In this episode, hosts Jack Marino Jr. and Jason Clevlen discuss the differences between traditional and Roth 401k and IRA retirement plans. They talk about what listeners may want to consider when faced with the decision of which type of IRA or 401k to make contributions to, how to make contributions, and what kinds of investments can be held in these commonly used retirement plans. They also discuss ways for high-income earners to make Roth contributions and how strategies such as tax bracket maximization and tax diversification can potentially reduce your tax bill in the future.

05: How a Well-Designed Plan Can Aid in the Achievement of Your Goals with Jason Clevlen

In this episode, Jack Marino Jr. and Jason Clevlen discuss a simple planning strategy designed to aid in the achievement of your goals. Learn the reasons why most people don't achieve the goals they set out for and learn what you can do to increase your odds of achievement.

04: How to Solve the Number One Personal Finance Challenge with Jason Clevlen

In this episode, Jason and I discuss the number one financial challenge for most people, poor cash flow management. We explain why cash flow is so difficult to manage; the most significant pitfalls households find themselves in, the benefits of having a healthy cash flow, and what strategies financially successful people do to manage their cash flow. Be sure to stay tuned to the end where Jason reveals the tool; we use with our clients at Lake Hills Wealth Management and how listeners can obtain this tool.

01: The Benefits of Hiring a Fee-Only Financial Advisor with Jason Clevlen

In this episode, Jason Clevlen introduces Lake Hills Wealth Management, a firm he and Jack Marino Jr. founded in 2017. Jason reveals the aspects of a fee-only Financial Advisor. He also disuses the benefits of hiring a financial advisor, what areas that professional can help with and how to go about hiring one. Be sure to stay tuned to the end where Jason reveals some personal attributes, recommendation and how listens can contact him with questions.