This podcast will give you a fully-transparent, behind-the-scenes look into the financial services industry. Helping you to optimize your personal finances along the way.
One Day Advice seeks to empower consumers of financial advice with the knowledge and resources needed to navigate their financial lives while leveraging their time so they can get more out of life.
onedayadvice.substack.com (https://onedayadvice.substack.com?utm_medium=podcast)
Education costs have increased at an exponential rate, creating a significant amount of opportunity for well-thought-out financial planning.
In this episode, we discuss the causes for the increased costs and provide information on 529 plans as a solution for self-funding these costs, outside of student loans, in a tax-efficient way.
1:12 - Why tuition costs are increasing exponentially
4:35 - What you can do to plan around education expenses
9:02 - What expenses does a 529 cover, and not cover
10:14 - Alternative methods of funding education expenses
12:37 - FAQ
15:09 - Superfunding a 529 [Planning Strategy]
Schedule your free 30-minute consultation at OneDayAdvice.com (http://onedayadvice.com/) and mention the podcast.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit onedayadvice.substack.com (https://onedayadvice.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
4 Jul 2022
What does it mean to be INDEPENDENT within financial services?
You already know the story of independence and the 4th of July. What you may not know is what independence means within the financial services industry, why it’s important, and how it likely impacts you.
In this episode, we cover why the quality of financial advice ranges significantly and what you can do to increase the likelihood that you receive great value. Two big factors contributing to this range in quality comes from WHO the advisor works for and HOW they are compensated.
Do you know if your advisor is a fiduciary who is providing advice that's in your best interest? If you're unsure, give this episode a listen today.
Being independent means you have cut associations and dependency from a larger institution freeing you to provide advice that is in the client's best interest.
Schedule your free 30-minute consultation at OneDayAdvice.com (http://onedayadvice.com/) and mention the podcast.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit onedayadvice.substack.com (https://onedayadvice.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
21 May 2022
Tax-Loss Harvesting: How to Implement & Benefit from this Strategy
With the stock market recently entering a bear market, this is a great time to be considering harvesting any losses that you have to help offset capital gains. In this episode, we provide:
An overview of capital gains and tax-loss harvesting
Tips & tricks to implement this strategy on your own
How to avoid costly mistakes
The value that tax-loss harvesting can provide
Schedule your free 30-minute consultation at OneDayAdvice.com (http://onedayadvice.com/) and mention the podcast.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit onedayadvice.substack.com (https://onedayadvice.substack.com?utm_medium=podcast&utm_campaign=CTA_1)
Contact One Day Advice Podcast
Guest appearances
Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Host of One Day Advice Podcast?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
