Financial Focus – December 20th, 2023
In this week’s episode of Financial Focus, Nate Kreinbrink is joined by Andy Fergurson to chat about the upcoming tax season and all the important deadlines you need to be aware of.
Financial Focus – December 13, 2023
In this week’s Financial Focus, Nate Kreinbrink shares some helpful information about employer-sponsored retirement plans, such as 401(k)s.
Financial Focus – December 6th, 2023
Check out this week’s episode of Financial Focus, featuring David Nelson discussing positive market trends, including the Santa Claus rally and improvements in real estate and bonds. He emphasizes the role of sentiment in investments and highlights NelsonCorp’s team-based wealth management approach. The episode briefly touches on the addition of Medicare planning and the recent passing of Charlie Munger.
Financial Focus – November 22nd, 2023
In this week’s Financial Focus on KROS, Nate Kreinbrink and Andy Fergurson discuss recent updates in tax regulations, including the delay of the 1099-K reporting requirement until 2024, with the threshold raised to $5,000. They also touch on the 2024 cost of living adjustments, Medicare Part B premiums, and increased contribution limits for IRAs and Roth accounts.
Financial Focus – November 15th, 2023
In this week’s episode of Financial Focus, Nate Kreinbrink and Mike Steigerwald discuss the new contribution limits for IRAs and 401k plans for the upcoming year. They also review the Social Security cost of living adjustment, the Medicare Part B premiums for 2024, and emphasize the importance of year-end tax planning.
Financial Focus – November 8th, 2023
In this week’s Financial Focus program, Nate Kreinbrink and James Nelson discuss the upcoming Medicare open enrollment period, as well as the importance of year-end tax planning. They emphasize the importance of understanding how different aspects of personal finance, such as insurance, taxes, investments, and estate planning, are interconnected, and they also mention the upcoming expiration of certain tax laws and the potential benefits of Roth conversions.