If you missed any of Alex Oliver’s great webinars this tax season, don’t worry!  We’ve posted recordings of them on our Webinar Library:

INVESTMENT VISION FOR 2024

What does the climate look like for investing in 2024? Last year saw a rally in stocks amidst rising interest rates and tempering inflation. The Ukraine war continued, China displayed some economic weakness, and the conflict in Israel unsettled the world. Join wealth advisor Alex Oliver for his annual recap and themes to watch for in the new year.

THE QUICK & DIRTY PERSONAL FINANCE CHECKUP

If you like benchmarks and checklists, this is the webinar for you. We will build the foundation of a financial plan with high level thoughts on where you should be at your age or stage of life. Looking to retire early, or just simply around age 65? We will discuss where you should be now. Is your family properly covered by insurance and an estate plan? We’ll cover the basics for what you need today. Think you are close to retirement today? We will cover the financial and non-financial items you need to consider before you leave the paycheck and employer benefits behind!

ROTH CONVERSIONS TO LOWER INCOME TAX LIABILITY 

You may have been properly advised all your working life to maximize your 401(k) and take advantage of the pre-tax deduction. This avoided income tax on those contributions during your highest earning years. However, Uncle Sam always looms large. Those 401(k) plans will soon need to pay taxes when they are withdrawn. With proper planning for your own retirement income needs as well as the inheritance you wish to leave to your heirs, we can work together to ensure Uncle Sam needs to find income from someone else. Join Alex Oliver as he runs through several situations and tax calculations for ideas you may wish to implement.

REVIEWING “DIE WITH ZERO” AND “I WILL TEACH YOU TO BE RICH”

Personal finance self-help books have always been around, but these two have captured the attention of many Americans these past two years. The “I Will Teach You to Be Rich” book was even turned into an eight-episode Netflix series. Both do a fantastic job of discussing behavioral finance topics, initiating high-level conversations around how to “think” about money before actually diving into the specific strategies and tactics to employ. As a CERTIFIED FINANCIAL PLANNER™, Alex Oliver would like to highlight some of the strongest takeaways from these two books that he discusses regularly with his clients.