All Episodes
Displaying 1 - 20 of 20 in total
Tax Season 2024/2025
In this week's episode: Tax Season 2024:What Documents do you need for your Taxes? Did you get your W-2 & 1099s? Standard Deductions or Itemize Return? What should you...
Overview of General Motors (GM) & EVs
In this week's episode: We look at GM:Revenue in 2024 strong GM Financial revenue is increasing What is GM doing in EV market? Is the price point right for you? Would...
New Tax Changes for 2025 (Highlights)
Our First Episode in 2025: We review IRS Changes for 2025:Personal Exemption stays at $0 as part of the 2017 Tax Cut / Jobs Act Standard deduction limit increases to $...
Ready for 2025, we share our plans
What is new for 2025, we are: Going to do quick shorts two times a week with tips and things happeningCompany Profiles Tax Tips Investment outlooks How to save money W...
Quick Update / Taking the Summer Off and New Stuff Comming
Quick Update on what we are working on this Summer Financial Planning Series continues Weekly Market Updates New Series on the Book Richest Man in Babylon by George C...
Petro Dollar What is really mean? Does it change how we invest?
Petro Dollar, so much talk but what does it really mean? Petro Dollar what does it mean Petro Dollar, who created it Why is the US Dollar so strong? Money Supply what...
Banks, Market What can you do? You know Focus on your Financial Plan
Tom and Chris, 2nd Cast in 2023 we talk about: Importance of Financial Plan The Fed and Rates Banking Industry What is going on? SVB Silicon Valley Bank Gold, Silver...
Talking Mortgages, Real Estate Markets and How Things Have Change
We Talk all things Mortgages, Real Estate and types of Mortgage Products, with our Expert Kevin Bailey Real Estate Mortgage Products FHA, Conforming Loan, PMI Find an ...
Fun with Tik-Tok the real meaning don't forget your 401k.
We have some Fun with Tik-Tok, with a real meaning "don't forget your 401k" Importance of Financial Plan Being Successful in Retirement 401k Really a Good Program 401...
Our First Podcast of 2023 - Importance of Financial Plan, is going to the Gym really what you need this year?
Our First Podcast of 2023, we talk about: Again, Importance of Financial Plan Being Successful in Retirement Is clipping coupons in your future? Going to the Gym r...
We have a little FUN listening to Tic Tok Videos and getting our reactions.
On this 2022 Election Day, Tom and I have a little fun and listen to some Tik Toc Videos on the Pod Cast and you get our reactions. Topics in this Podcast: Networt...
Tom and I are talking Taxes, Stock Market Reactions and Elections and of course keeping up on your Financial Plan
On this 2022 Election Day, Tom and I talk about Tax changes for 2023, 401k Opportunities and Stock Market Reactions after Mid-Terms. Topics: Election Day - What doe...
We are talking about EV (Electric Vehicle) and how they go beyond getting us from Point A to B
Something a bit off our topic of Finances, we are talking about EV (Electric Vehicle) and how they go beyond getting us from Point A to B Topics in this Podcast: El...
A little different twist...We Talk Housing Market and Mortgage Rates Do we really know what is going to happen?
Well as the title says we are taking a twist, Tom and I are talking about the Housing Market and Mortgages. Throw a little Motorcycle in there too. Topics in this Podc...
Market Conditions, Importance of that financial plan, Vacations and Tom's BIG Announcement.
We are talking, Vacations, what is going on in the Market this week with Tom Costantiello CFP® with CONSUS Wealth Management. Sorry we have both been on vacation so we...
What Options and Strategy are there on handling a Recession and Bear Market?
Episode 5 of our financial series with Tom Costantiello CFP® with CONSUS Wealth Management. We look at different tools and strategies on how to hedge off losses and pr...
Financial Planning Series, Talking about Retirement Planning, Taxes and Social Security
Episode #3 in our Financial Planning Series, We talk about: Retirement Goals Income vs Growth, how does a Financial Plan Growth for you retirement Will I run out of ...
Bonus Episode "Market & Economy Update Aug/September
Bonus Podcast was recorded September 12, 2022, with my Good Friend Tom Costantiello CFP® with CONSUS Wealth Management. Topics: Market Updates for August and Septemb...
Financial Plans and Implimentation of the Financial Plan for Retirement
Episode #2 in our Financial Planning Series; we Dig into how to build a Financial Plan and the Implementation of your plan with my Good Friend Tom Costantiello CFP® wi...
Financial Plan / How to Start a Financial Plan
Introduction to Financial Plan and Planning with my Good Friend Tom Costantiello CFP® with CONSUS Wealth Management In this Episode we talk about: What is a Financi...
