Épisodes

  • 2026-06-27 New Tax Strategies, HSAs, AI Investing & What the Fed Means for Your Financial Future

    2026-06-27 New Tax Strategies, HSAs, AI Investing & What the Fed Means for Your Financial Future
    Jun 27 2026
    The tax code changes every year—Looking for ways to legally reduce your taxes and build long-term wealth? In this episode of Keep What's Yours, Jeff Zufall and Josh Gilbert discuss practical tax-saving strategies available under the latest tax law, including Health Savings Accounts (HSAs), 529 college savings plans, capital gains planning, Medicare tax strategies, and why proactive tax planning can save thousands over time. They also break down the Federal Reserve's latest interest rate decisions, inflation concerns, the explosive rise of SpaceX and artificial intelligence, and how these trends could impact investors and retirees. Whether you're building wealth, planning for retirement, or simply trying to reduce your tax bill, this episode offers practical insights to help you keep more of what you've earned. Are you taking advantage of every opportunity available to reduce your taxes in 2026? Call Capital Advisory Group at 636-394-5524 today!
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    50 min
  • 2026-06-06 The Triple Tax Advantage: HSAs, Smart Retirement Planning, and Keeping More of Your Money

    2026-06-06 The Triple Tax Advantage: HSAs, Smart Retirement Planning, and Keeping More of Your Money
    Jun 6 2026
    Looking for legal ways to lower your taxes and build wealth? On this episode of Keep What's Yours, Senior Tax Strategist and Wealth Advisor Jeff Zufall explains how the latest IRS changes can help you maximize Health Savings Accounts (HSAs), reduce taxable income, optimize 401(k) and IRA contributions, avoid costly backdoor Roth IRA mistakes, and create a smarter retirement strategy. Jeff also discusses tax bracket planning, dynamic financial planning, the new tax provisions under the One Big Beautiful Bill, and how taxpayers may qualify for IRS penalty refunds from the COVID era. Whether you're planning for retirement, managing investments, or simply trying to pay less in taxes, this episode offers practical tax planning strategies for 2026 and beyond. If you’re searching for tax tips, IRS rules, small business tax advice, or strategies to reduce your taxes in 2026, call Capital Advisory Group at 636-394-5524 today!
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    47 min
  • 2026-05-30 Tax Planning Strategies for 2026 | SECURE Act 2.0, Retirement Taxes, Capital Gains & IRS Updates

    2026-05-30 Tax Planning Strategies for 2026 | SECURE Act 2.0, Retirement Taxes, Capital Gains & IRS Updates
    May 30 2026
    Tax season may be over, but tax planning is just getting started. In this episode of Keep What's Yours, Jeff Zufall and Josh Gilbert discuss why proactive tax planning can save thousands of dollars long before April 15 arrives. They break down key provisions of the One Big Beautiful Bill, SECURE Act 2.0 retirement opportunities, capital gains tax strategies, inherited IRA distribution planning, summer camp tax credits, long-term care premium deductions, and the growing role of AI at the IRS and in tax preparation. Whether you're preparing for retirement, managing investments, or simply looking to reduce your tax burden, this episode offers practical strategies to help you keep more of what you earn. If you’re searching for tax tips, IRS rules, small business tax advice, or strategies to reduce your taxes in 2026, call Capital Advisory Group at 636-394-5524 today!
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    52 min
  • 2026-05-23 Why the 30-Year Bond Yield Matters More Than You Think

    2026-05-23 Why the 30-Year Bond Yield Matters More Than You Think
    May 23 2026
    In this episode of Keep What’s Yours, Jeff Zufall and Josh Gilbert break down why rising 30-year bond yields are creating concern across the economy — and what it could mean for mortgage rates, inflation, and the future of U.S. debt. They also celebrate the 50th anniversary of Capital Advisory Group and discuss key tax-saving opportunities hidden inside the “Big Beautiful Bill,” including deductions for vehicle loan interest, charitable giving updates, gambling loss limitations, and retirement tax strategies. Plus, Jeff explains why so many Americans unknowingly overpay in taxes and how small adjustments could potentially save thousands each year. If you’re searching for tax tips, IRS rules, small business tax advice, or strategies to reduce your taxes in 2026, call Capital Advisory Group at 636-394-5524 today!
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    49 min
  • 2026-05-16 Inflation Surges, New Tax Breaks & Smart Ways to Keep More of Your Money

    2026-05-16 Inflation Surges, New Tax Breaks & Smart Ways to Keep More of Your Money
    May 16 2026
    2026-05-16 Inflation Surges, New Tax Breaks & Smart Ways to Keep More of Your Money by Jeff Zufall
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    48 min
  • 2026-05-02 How to Stop Overpaying Taxes and Keep More of Your Money in 2026

    2026-05-02 How to Stop Overpaying Taxes and Keep More of Your Money in 2026
    May 4 2026
    Now that tax season is over, what’s next? In this episode of Keep What’s Yours, Jeff Zufall breaks down the biggest tax-saving opportunities most people miss—and how to fix them before it’s too late. From Roth conversion mistakes and overlooked deductions to new IRS rules on tips, overtime, and gambling losses, Jeff explains how small decisions today can cost (or save) you thousands next year. Plus, we cover major economic headlines including inflation, interest rates, and a surprising shift in U.S. debt levels. If you want to stop leaving money on the table and start building a smarter tax strategy, this episode is your roadmap. If you’re searching for tax tips, IRS rules, small business tax advice, or strategies to reduce your taxes in 2026, call Capital Advisory Group at 636-394-5524 today!
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    49 min
  • 2026-04-18 Bigger Tax Refunds in 2026? What Changed—and How to Keep More Next Year

    2026-04-18 Bigger Tax Refunds in 2026? What Changed—and How to Keep More Next Year
    Apr 18 2026
    Tax season 2026 is officially in the books—but what did it actually mean for your wallet? In this episode of Keep What’s Yours, Jeff Zufall and Josh Gilbert break down why many Americans saw larger refunds this year, including the impact of new tax laws, deductions on vehicle interest, and the surprising rollout of “no tax on overtime and tips.” They also explain what to do if you filed an extension, how IRS payment rules are rapidly going digital, and—most importantly—how to start planning now to reduce your tax bill for next year. If you want to stop overpaying and start using the tax code to your advantage, this episode is your roadmap. If you’re searching for tax tips, IRS rules, small business tax advice, or strategies to reduce your taxes in 2026, call Capital Advisory Group at 636-394-5524 today!
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    48 min
  • 2026-04-11 Tax Season Secrets: Bigger Refunds, Hidden Credits & Missouri’s No-Tax Future?

    2026-04-11 Tax Season Secrets: Bigger Refunds, Hidden Credits & Missouri’s No-Tax Future?
    Apr 11 2026
    Are tax refunds higher in 2026? What does the new tax law mean for your return? In this episode of Keep What’s Yours, tax strategist Jeff Zufall explains the impact of the 2025 “Big Beautiful Bill,” including increased standard deductions, senior tax credits, and major Missouri tax changes like eliminating taxes on Social Security and capital gains. Learn how to avoid IRS penalties, file extensions correctly, and maximize deductions and credits—including vehicle interest deductions and state tax credit strategies. Plus, we break down Missouri’s proposed plan to eliminate state income tax and replace it with higher sales taxes—what it means for you, your business, and your future tax bill. If you’re searching for tax tips, IRS rules, small business tax advice, or strategies to reduce your taxes in 2026, call Capital Advisory Group at 636-394-5524 today!
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    49 min