Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
Michael Garry & Madison DeMora
62 episodes
1 week ago
Send us a text In this episode of Not Just Numbers, Mike and Madison break down a costly estate planning mistake that led one family to pay $1.5 million in unnecessary taxes. Using a recent Wall Street Journal case as an example, they explain how filing errors and missed portability elections can erase major tax benefits for heirs. Tune in to learn how to avoid these common estate tax pitfalls, why filing even when no taxes are due matters, and how proper planning can protect your family’s we...
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Send us a text In this episode of Not Just Numbers, Mike and Madison break down a costly estate planning mistake that led one family to pay $1.5 million in unnecessary taxes. Using a recent Wall Street Journal case as an example, they explain how filing errors and missed portability elections can erase major tax benefits for heirs. Tune in to learn how to avoid these common estate tax pitfalls, why filing even when no taxes are due matters, and how proper planning can protect your family’s we...
Ep. 45 Why Paying More Taxes Now Can Be a Smart Move
Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
19 minutes
9 months ago
Ep. 45 Why Paying More Taxes Now Can Be a Smart Move
Send us a text In this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, Madison Demora and Mike Garry break down a recent Wall Street Journal article, "Paying More Tax Can Be a Smart Play" by Laura Saunders. They discuss why traditional tax-deferral strategies may backfire, especially for retirees with large tax-deferred accounts like 401(k)s and IRAs. Mike explains how proactive tax planning such as strategic Roth conversions and capital gains management...
Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
Send us a text In this episode of Not Just Numbers, Mike and Madison break down a costly estate planning mistake that led one family to pay $1.5 million in unnecessary taxes. Using a recent Wall Street Journal case as an example, they explain how filing errors and missed portability elections can erase major tax benefits for heirs. Tune in to learn how to avoid these common estate tax pitfalls, why filing even when no taxes are due matters, and how proper planning can protect your family’s we...
