Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast
Andy Keeler
36 episodes
6 days ago
What’s your number? We put real mile markers on a lifelong question and show how to translate worry into workable. Joining host, Andy Keeler, is Keeler and Nadler's Jake Martin, to map your savings targets by decade. Plus, the habits that actually stick, and the levers you can pull when life gets messy. We start with the 20s, where building a positive net worth, automating small contributions, and shaping good credit can matter more than hitting big balances. In your 30s, complex...
All content for Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast is the property of Andy Keeler and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
What’s your number? We put real mile markers on a lifelong question and show how to translate worry into workable. Joining host, Andy Keeler, is Keeler and Nadler's Jake Martin, to map your savings targets by decade. Plus, the habits that actually stick, and the levers you can pull when life gets messy. We start with the 20s, where building a positive net worth, automating small contributions, and shaping good credit can matter more than hitting big balances. In your 30s, complex...
The Hidden Gems of the 2025 Tax Bill You Need to Know About
Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast
23 minutes
3 months ago
The Hidden Gems of the 2025 Tax Bill You Need to Know About
Tax legislation can be overwhelming, especially when it spans 870 pages of dense policy changes. Our latest deep dive untangles the recently passed "Big Beautiful Bill" (BBB) to spotlight the provisions most likely to impact your financial future. The BBB primarily extends many provisions from the 2017 Tax Cuts and Jobs Act that were scheduled to sunset at the end of 2025. Most notably, the current tax rates have been made permanent, eliminating a significant source of uncertainty for long-t...
Financial Opportunities Uncovered: A Keeler & Nadler Family Wealth Podcast
What’s your number? We put real mile markers on a lifelong question and show how to translate worry into workable. Joining host, Andy Keeler, is Keeler and Nadler's Jake Martin, to map your savings targets by decade. Plus, the habits that actually stick, and the levers you can pull when life gets messy. We start with the 20s, where building a positive net worth, automating small contributions, and shaping good credit can matter more than hitting big balances. In your 30s, complex...