2026-10-10 Keep More, Pay Less: Tax-Saving Strategies You May Be Missing
Are you paying more in taxes than you need to? In this episode of Keep What's Yours, senior tax strategist and wealth advisor Jeff Zufall of Capital Advisory Group joins host Josh Gilbert to reveal practical strategies for reducing your tax burden and building long-term wealth. Discover how Health Savings Accounts (HSAs) offer triple tax advantages, how 529 college savings plans and new Trump Accounts can help secure your children's financial future, and why small, consistent contributions can make a big difference over time. Jeff also discusses changes at the IRS, the importance of managing estimated tax payments, and how proactive tax planning can help you avoid costly mistakes. Whether you're saving for retirement, planning for your children's education, or simply looking to keep more of your hard-earned money, this episode offers valuable insights you can put to work.
If you’re not taking advantage of every opportunity available to reduce your taxes in 2026, call Capital Advisory Group at 636-394-5524 or visit the website www.CapitalAdvisoryGrp.com today!
26 Sept 2026
2026-09-26 The Year-End Money Moves That Could Save You Thousands
What tax moves should you make before the end of the year? Jeff Zufall, Senior Tax Strategist and Wealth Advisor with Capital Advisory Group, joins Josh Gilbert to discuss year-end tax planning strategies, Roth conversions, 401(k) catch-up contributions, tax brackets, Medicare IRMAA, investment risk and retirement planning. They also examine how Federal Reserve interest-rate increases and inflation can affect bond funds, mortgage rates, homebuyers and household finances. Plus, learn how to prioritize high-interest debt, find forgotten monthly subscriptions, use an IRS ID.me account to monitor your tax records, and check your Social Security earnings history for errors. If you're looking for practical tax-saving strategies, retirement planning ideas and ways to keep more of your money working for you, this episode of Keep What’s Yours is a great place to start.
If you’re not taking advantage of every opportunity available to reduce your taxes in 2026, call Capital Advisory Group at 636-394-5524 or visit the website www.CapitalAdvisoryGrp.com today!
12 Sept 2026
2026-09-12 The Tax Moves You May Be Missing
How can you reduce taxes in retirement, avoid higher Medicare premiums, and take advantage of new tax deductions? In this episode of Keep What’s Yours, senior tax strategist and wealth advisor Jeff Zufall joins Josh Gilbert to discuss Roth conversions, Medicare IRMAA surcharges, required minimum distributions (RMDs), Roth IRA withdrawal rules, capital gains taxes, annual gift-tax exclusions, and proactive retirement tax planning. They also explain the St. Louis County senior property-tax freeze and why eligible homeowners need to renew, examine how inflation and rising interest rates can affect investors, and discuss the new tax deduction for interest paid on qualifying U.S.-assembled vehicles. Learn why tax preparation alone may not be enough—and how year-round tax strategy can potentially help you keep more of your retirement income and investment gains.
If you’re not taking advantage of every opportunity available to reduce your taxes in 2026, call Capital Advisory Group at 636-394-5524 or visit the website www.CapitalAdvisoryGrp.com today!
Podcast Authority Score: 32 / 100
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Who hosts Keep What's Yours?
Jeff Zufall and Josh Gilbert host the show. Published by Jeff Zufall.
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