Couverture de The Retirement Detective

The Retirement Detective

The Retirement Detective

De : Philip Mock CFA® CFP®
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 This is The Retirement Detective podcast, where we dive into cases with Philip Mock, Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™ professional, to solve common retirement and financial planning questions. Get insight into how to solve quandaries that appear on the path to and through retirement, ideas on how to approach saving and investing for retirement, and how to plan for retirement in a tax-efficient manner.2023 Economie Finances privées
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    Épisodes
    • The Next Chapter for this Podcast

      The Next Chapter for this Podcast
      Mar 15 2024

      The Retirement Detective podcast is going on temporary hiatus while the podcast is renamed, re-branded, and re-launched. Stay subscribed for updates!
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      2 min
    • Investigating Four Financial Scams and How to Protect Yourself

      Investigating Four Financial Scams and How to Protect Yourself
      Mar 1 2024

      In this episode, we talk about four financial scams to be on the lookout for in 2024. We'll also talk about the #1 financial scam from 2023, according to the FTC. In addition, we'll talk about some basic cybersecurity and common sense steps you can take to protect yourself. We conclude with a discussion of a new financial scam that is on the rise this year.
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      20 min
    • Beyond the Forms: Things to Gather for your CPA at Tax Time

      Beyond the Forms: Things to Gather for your CPA at Tax Time
      Feb 23 2024

      In this episode, we discuss some important things to gather for your accountant at tax time that go beyond the forms you receive in the mail like 1099's and W-2's.  For instance, we discuss the items needed to gather if you make 529 plan contributions, make qualified charitable distributions or make a 60 day IRA rollover. There are many items that simply require you to keep good notes and deliver those to your accountant - no form will arrive to explain it for you.  We discuss several of these in this episode.
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      17 min
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