18: What a Recession Means for You and Your Money with Jason Clevlen
In this episode, host Jack Marino Jr. and Jason Clevlen discuss what a recession is and what it means for your money. They provide the top ten financial considerations you should make during a downturn, including what to do with your investment portfolio in these uncertain times. Learn ways to stay educated and positive as you make critical financial decisions.
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.