Wealth Roadmap with Jeff & Steve
Claim This Podcastby Jeff & Steve
Podcast Overview
<p>Discover the proven strategies employed by affluent individuals for wealth accumulation and preservation. Join Jeff and Steve as they engage with industry experts on topics such as investment strategies, financial planning, asset protection, tax optimization, and estate planning. Beyond the numbers, Jeff & Steve maintain an approachable, laid-back demeanor as they explore financial topics, weighing the pros and cons of various concepts and strategies.</p>
Language
🇺🇲
Publishing Since
2/1/2024
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Recent Episodes
September 20, 2024
Ep.15: Demystifying Tax Rates: Understanding Marginal & Effective Taxes
In this episode of Wealth Roadmap Podcast, Jeff and Steve break down the essentials of tax rates to help you better understand how taxes impact your financial future. They explain the difference between marginal tax brackets and effective tax rates, walking you through how each affects the amount you pay in taxes. Whether you're filing as an individual or managing your finances as a business owner, this episode will equip you with the knowledge to navigate the tax landscape with confiden...
July 26, 2024
Ep. 14 - Understanding Tax Loss Harvesting to Help Maximize Your Gains
<p>By the end of this episode, we hope you will have a comprehensive understanding of tax loss harvesting and how to leverage it effectively to enhance their investment returns while minimizing tax burdens. Whether you're a DIY investor or work with a financial advisor, this podcast helps equip you with the knowledge needed to navigate the intricacies of tax-efficient investing confidently.<br/><br/>Tune in to our podcast episode on tax loss harvesting today to help unlock the potential of maximizing your investment returns while minimizing your tax liabilities!<br/><br/>Disclosures: Investment advisory services are offered through M Holding Securities, Inc., a registered broker/dealer and investment advisor and Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. OneTeam Financial and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and tax services offered through OneTeam Financial are not affiliated with PCA. Information received from this video should not be viewed as individual investment advice. Product discussions and illustrations are hypothetical in nature and will vary based on many factors including, but not limited to, age, health, product, insurance carrier and product design. You should consult the insurance carrier website and policy for detailed information. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure website. For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. 6834862.1</p>
July 2, 2024
Ep. 13 - Decoding Phantom Gains in Mutual Funds
<p>Description:<br/>In this episode of "Wealth Roadmap with Jeff & Steve," we delve into the intricate world of mutual funds, shining a light on a lesser-known but significant phenomenon: phantom gains. Join us as we dissect real-life examples of how phantom gains can stealthily accrue within mutual funds, especially when invested using non-retirement dollars. Discover the surprising reality of receiving a tax bill even when your investments suffer losses and gain insights into navigating this complex landscape. Tune in as Jeff and Steve break down essential strategies to mitigate the impact of phantom gains and empower you to make informed decisions for your financial future. Whether you're a seasoned investor or just starting on your wealth-building journey, this episode promises invaluable wisdom to safeguard your assets and optimize your investment portfolio.<br/><br/>Disclosures: Investment advisory services are offered through M Holding Securities, Inc., a registered broker/dealer and investment advisor and Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. OneTeam Financial and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and tax services offered through OneTeam Financial are not affiliated with PCA. Information received from this video should not be viewed as individual investment advice. Product discussions and illustrations are hypothetical in nature and will vary based on many factors including, but not limited to, age, health, product, insurance carrier and product design. You should consult the insurance carrier website and policy for detailed information. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure website. For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.<br/>6602168.1</p>
15 total episodes available
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Frequently asked questions
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- What is Wealth Roadmap with Jeff & Steve?
<p>Discover the proven strategies employed by affluent individuals for wealth accumulation and preservation. Join Jeff and Steve as they engage with industry experts on topics such as investment strategies, financial planning, asset protection, tax optimization, and estate planning. Beyond the numbers, Jeff & Steve maintain an approachable, laid-back demeanor as they explore financial topics, weighing the pros and cons of various concepts and strategies.</p> - How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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