Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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Inhoud geleverd door Dan Wendol. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Dan Wendol of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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347 afleveringen
Markeer allemaal (on)gespeeld ...
Manage series 2294583
Inhoud geleverd door Dan Wendol. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Dan Wendol of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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347 afleveringen
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×Many people will show more income in order to completely "fill" a tax bracket. This strategy can lead to lower taxes in the long run and is often part of Roth Conversions. However, there are 3 important and often overlooked considerations when implementing this strategy.
One particular tax penalty that new retirees are surprised by has to do with paying estimated taxes. It's known as the "Underpayment of Estimated Tax by Individuals Penalty." This penalty is for those that fail to pay estimated quarterly taxes, which is often something overlooked by new retirees. Learn how to avoid this sneaky tax penalty.…
Now that the Government Pension Offset (GPO) and the Windfall Elimination Provision (WEP) are no longer part of Social Security, what's next? How and when will I get an increase? What actions should I take now to increase my benefit? What's the latest from SSA?
Prescription drug prices have been getting quite expensive over the years, particularly for those on Medicare and fixed incomes. However, the government is here to help! Has government price negotiations worked and what can we expect going forward?
The highest monthly Social Security check in 2025 will be $5,108. How does one qualify to get that much? In this show we'll explain the three qualifications a person must have in order to get the maximum amount from Social Security in 2025.
Prescription drug costs on Medicare can be quite expensive. However, the government has set a limit on the out of pocket expenses on Medicare Part D (Prescription Drug) plans. The new $2,000 limit applies to the deductible, the copays, and the coinsurance. But, will this actually reduce the overall cost for prescription drug plans?…
Investment portfolios can get out of balance based on market performance. Many people will rebalance their holdings to get back in line with their original risk levels. However, retirees face a unique set of challenges when it comes to rebalancing. Do retirees even need to rebalance?
If you need health insurance before Medicare (typically age 65), it can be outrageously expensive. In this show we explore the costs for plans in 2025. We also explain how to be able to afford these plans that can easily cost over $20,000 per year.
The "Santa Claus Rally" is a term used to describe an increase in the stock market around the Christmas holiday. Based on a term coined in 1972, this market phenomenon has historical data to back it up. Yet, is the Santa Claus Rally a real thing, and if so, should you factor it into your financial plans?…
Research is showing that nearly 6 in 10 people retire earlier than they planned. Why are they doing this? Is this a case of great savings, poor planning, or unexpected circumstances? In this show, we explore some of the data from a Nov. 2024 study.
Research is proving that being grateful can improve your finances and increase your longevity. In this show we discuss some research around how practicing gratitude may be a "simple" way to improve your chances of having a successful retirement.
The Social Security Fairness Act of 2023 just passed House and was sent to the Senate. It looks like this big change to Social Security will pass the Senate and land on President Biden's desk for signature. This law would eliminate the Government Pension Offset (GPO) and the Windfall Elimination Provision (WEP), which impacts millions of Americans. H.R.82: https://www.congress.gov/bill/118th-congress/house-bill/82…
Now that Donald Trump has been elected for a second term, the tax landscape is more clear. In this show we discuss the changes (or lack thereof) to the tax situation expected during the next four years of a Trump presidency.
Many people feel that Presidential elections result in drastic changes in the economy and personal finances. Does this mean you should adjust your major financial plans, such as retirement, based on election outcomes? In this show we talk about the adjustments one might consider during a Presidential election.…
Toward the end of 2024, there has been a lot of talk about an upcoming "Lost Decade" for the US Stock market. This is where the stock market performs relatively poorly for a full ten year period, much like the decade from 2000-2010 in which the S&P 500 index was negative. What strategies should those approaching retirement consider under these circumstances?…
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