Money Moves with MFG
Take control of your financial future and let's make some Money Moves with MFG!
This podcast is designed to simplify the world of investing, retirement planning, and wealth building. Whether you have a solid retirement plan or are just getting started, you’ll find actionable insights to help you make smarter investment decisions.
With a focus on education, experience, and integrity, we break down complex financial concepts into strategies you can use to achieve your goals. Tune in to learn how to retire with less stress, navigate the markets, and make confident financial moves.
Ready to make some money moves? Hit play and let’s get started!
Retirement is full of decisions, but some moments carry more weight than others—and you may only get one chance to navigate them well. In this episode, we explore several pivotal financial moments that can shape your retirement and your family’s future. What happens if retirement arrives earlier than expected? How do you prepare for an aging parent who may suddenly need care? What should you do when an inheritance arrives before you’re ready? And is your estate plan actually prepared to work ...
10 Nov 2025
Behavioral Biases That Derail Your Retirement Plan
We’ve all been there—checking our accounts too often, panicking when the market drops, or chasing the “next big thing.” In this episode, we break down the psychology behind these emotional habits and reveals how understanding your behavioral biases can help you make smarter, calmer investment decisions. 👉 Schedule your free smart retirement planning call here and let’s build a strategy tailored to your goals 📅 Check out our upcoming events — including weekly Wealth Wednesday webinars and in-...
17 Oct 2025
Inherited IRAs: What Every Heir Should Know
Inheriting an IRA isn’t just about receiving money — it’s about following the rules that come with it. In this episode, we break down how inherited IRA rules actually work, including the 10-year rule, spousal vs. non-spousal treatment, and the different categories of beneficiaries the IRS recognizes. You’ll learn how to avoid costly mistakes, understand when required minimum distributions (RMDs) apply, and how taxes and penalties can eat away at your inheritance if handled incorrectly. Whethe...
8 Sept 2025
7 Costly Inheritance Mistakes to Avoid
Passing down wealth should be a gift — not a burden. Unfortunately, many families unknowingly make critical inheritance mistakes that can lead to unnecessary taxes, family conflict, and even lost assets. In this episode, we break down the 7 most costly inheritance mistakes people make and, more importantly, how to avoid them. Whether you’re planning your own legacy or preparing to receive an inheritance, this conversation will give you the clarity and confidence to protect your family and you...
15 Aug 2025
3 Ways to Calculate Your Life Insurance Number
In this episode of Money Moves with MFG, we make the “how much life insurance?” question easy. We break down the three most common methods to calculate your coverage—Income Replacement (multiples of income), DIME (Debt, Income, Mortgage, Education), and Human Life Value—and walk through quick examples. You’ll learn when each method shines (and falls short), how to avoid common mistakes (like double-counting employer coverage), and how to right-size term vs. permanent for your goals. 👉 S...
9 Aug 2025
New Tax Bill: What You Must Know
The One Big Beautiful Bill Act (OBBBA) just reshaped the tax landscape for 2025 — and whether you’re retired, nearing retirement, or a high-income earner, the changes could have a big impact on your wallet. In this episode of Money Moves with MFG, we break down: Higher standard deductions — and who qualifies for bonus amountsSALT cap increases and how they could save you thousandsTax-free tips and why service workers should pay attentionBracket adjustments that might affect your withdrawal an...
15 Jul 2025
When do Roth Conversions Break Even?
Thinking about doing a Roth conversion but not sure if it’s worth it? In this episode, we break down one of the most common — and most misunderstood — questions we get from clients: When do Roth conversions actually pay off? We’ll walk you through how to calculate the breakeven point, the impact of tax brackets now vs. later, and how to avoid paying unnecessary taxes in retirement. You’ll learn: What affects the breakeven point on a Roth conversionHow age, income, and timing all play a roleCo...
30 May 2025
Withdrawal Strategies: Roth, Traditional IRA & Brokerage Accounts
This episode explores withdrawal strategies for retirement accounts, such as Roth, Traditional IRA, and brokerage accounts, to maximize tax efficiency and long-term financial success.
10 Apr 2025
Avoid These 401(k) Mistakes — Your Retirement Depends on It
This episode explores common 401(k) mistakes, such as missing employer matches and cashing out early, that can derail retirement goals, offering listeners simple tips to avoid these pitfalls.
2 Apr 2025
Maximizing Social Security
This episode explores Social Security strategies for couples, spouses, survivors, and exes, explaining how timing claims impacts lifetime benefits.
10 Mar 2025
A Hidden Tax Strategy: NUA
Industry experts explore Net Unrealized Appreciation, a tax strategy that allows individuals to pay lower capital gains tax rates on employer stock in retirement, potentially saving thousands.
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Apple Podcasts (US)
5.0 / 5
2 ratings
Podcast Authority Score: 21 / 100
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Quality
29
Social presence
0
YouTube
0
Engagement
32
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