Dec 25, 2023

Retiring early is a dream for many.

However, people often hesitate due to a fear of high healthcare costs, given that Medicare doesn’t come into play until the age of 65.

We address this concern today — in the first episode of our brand-new season about insurance! Zacc Call and Laura Hadley explore three options...

Dec 11, 2023

If you plan to exit your business soon and are charitably inclined, you may have untapped tax-saving opportunities!

In this episode, Zacc Call and Laura Hadley discuss tax-efficient charitable giving strategies for business owners planning to exit their businesses. They specifically share ways to leverage...

Nov 27, 2023

Let’s discover how to maximize your impact on your favorite charities while enjoying tax benefits using donor-advised funds!

In this episode, Zacc Call and Laura Hadley discuss DAFs, their benefits, growth, and associated sponsors and fees. They emphasize the importance of separating tax decisions from the act of...

Nov 13, 2023

Let’s continue to learn how to reduce your taxes while increasing your giving potential! 

More specifically, with the help of Qualified Charitable Distributions!

In this episode, Zacc Call and Laura Hadley discuss the benefits of Qualified Charitable Distributions (QCDs) for individuals aged 70.5 or older. They...

Oct 30, 2023

In this episode, Zacc Call and Laura Hadley discuss the tax benefits of charitable giving, focusing on the strategy of "bunching" or "doubling up" donations. They explain the impact of the standard deduction on tax benefits and how timing donations can optimize tax savings. 

They also introduce the concept of a...