The Ultimate Guide to Understanding and Utilizing Your 401K | Ep. 292

Jan 9, 202414 min

Ready to dive into the confusing world of 401Ks? Join Tiffany Grant in this must-listen podcast episode as she shares her conversation with a phlebotomist who sparked the topic. Tiffany discusses why 401Ks are essential to your total rewards package and how to utilize employer-matching contributions to build retirement savings. She decodes the tricky language of 401Ks, clears up misconceptions about vesting schedules, and offers valuable advice on whether to roll over your 401K or leave it with your previous employer. Don't miss out on this informative and eye-opening discussion to help you make the best decisions for your financial future! Every Tuesday, Tiffany answers one of your submitted questions. To submit a question for an upcoming episode, visit https://www.moneytalkwitht.com/asktiffany. Connect with Tiffany Website - https://www.moneytalkwitht.com Facebook - https://www.facebook.com/moneytalkwithT/ Twitter - https://twitter.com/moneytalkwitht Instagram - https://www.instagram.com/moneytalkwitht/ LinkedIn - https://www.linkedin.com/in/tiffanygrant1/ YouTube - https://www.youtube.com/c/MoneyTalkWithTiff Additional Links & Resources Retirement Planning Articles (https://moneytalkwitht.com/investing/retirement-planning/) Investing In Employee Benefits: How Employee Benefits Packages Boost Performance And Morale (https://moneytalkwitht.com/blog/employee-benefits-overview/) Employee Benefits Articles (https://moneytalkwitht.com/career/employee-benefits/) Capitalize - 401(k) Rollovers Made Easy (https://capitalize.sjv.io/moneytalk) Support this Podcast (https://moneytalkwitht.com/donate) Copyright 2023 Money Talk With Tiff This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

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Saving Money on Taxes with Lance Belline | Ep. 131

Aug 18, 202219 min

Lance joins Tiffany this week to discuss strategies everyone should adopt in order to save money on taxes. About Our Guest Throughout his two decade career as a Financial Advisor, Lance has defined “or fine-tuned” his PURPOSE. Which is developing lifelong relationships with his clients and providing them financial confidence and clarity of how they are going to accomplish their goals. Lance prides himself in being able to explain all the details and complex issues in a clear language that his clients can understand. Lance's philosophy in life is to follow 3 simply rules; God, Family, Work. Growing up in Lamar, Missouri, his parents instilled in him the values that he strives to live by each and every day. He strongly believes in the power of community service and reaching out to those in need. Lance and his wife and three children reside in Fayetteville and they try to instill those same values in their children. He also enjoys spending time golfing, hunting, snow skiing, water skiing, and Crossfit. Connect with Lance Website: https://www.lhfinancial.net/ LinkedIn: https://www.linkedin.com/in/lancebelline Email: [email protected] Facebook: www.facebook.com/lance.belline Connect with Tiffany on Social Media Facebook: Money Talk With Tiff Twitter: @moneytalkwitht Instagram: @moneytalkwitht LinkedIn: Tiffany This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

Lance Bellinetax strategiesretirement planning

Saving for your Future Self with Sarah Holden | Ep. 62

Jul 15, 202131 min

About Our Guest Sarah Holden is Senior Director of Retirement & Investor Research at the Investment Company Institute (ICI), the leading association representing regulated funds globally, including US mutual funds and exchange-traded funds (ETFs). Sarah has a Ph.D. in economics and has studied retirement trends and policy, as well as the behavior of investors, for decades. She uses humor and plain English to make retirement and investment concepts clear. Connect with Sarah Linkedin Episode Resources Individual Retirement Account (https://www.ici.org/ira) Exchanged-Traded Funds (https://www.ici.org/etf) 401(k) Resources (https://www.ici.org/401k) Connect with Tiffany on Social Media Facebook: Money Talk With Tiff Twitter: @moneytalkwitht Instagram: @moneytalkwitht LinkedIn: Tiffany Grant YouTube: Money Talk With Tiff Channel Pinterest: Money Talk With Tiff This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

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Investing 101: What Are The Tax Implications Of Different Investment Types? | Ep. 247

Jul 18, 202311 min

Ready to get the lowdown on taxes and investments? In this episode, Tiffany breaks down different types of investments, explains the tax implications for each type, and offers strategies to manage or reduce your tax obligations. You'll learn about qualified and non-qualified investments, long-term capital gains tax vs. short-term taxes, and much more. Tune in now to finally understand taxes on investments! Every Tuesday, Tiffany answers one of your submitted questions. To submit a question for an upcoming episode, visit here: https://www.moneytalkwitht.com/asktiffany Additional Resources Visit our website: https://moneytalkwitht.com Capital Gains (https://moneytalkwitht.com/blog/capital-gains/) (article that explains capital gains) Trusted tax professionals Camari Ellis EA, Philly Tax Team - https://www.phillytaxteam.com/ Ronnie Goode CPA, Rhythm Accounting - https://www.rhythmaccounting.com/ Amber Whitehead-Gabourel EA, Whitehead Tax & Financial Services - https://www.whiteheadtax.com/ Be sure to tell them Money Talk With Tiff sent you! This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

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Ira

The Ultimate Guide to Understanding and Utilizing Your 401K | Ep. 292

Saving Money on Taxes with Lance Belline | Ep. 131

Saving for your Future Self with Sarah Holden | Ep. 62

Investing 101: What Are The Tax Implications Of Different Investment Types? | Ep. 247

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