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The 930 Podcast is designed to educate the masses on taxes and finances. The 401k plan is an antiquated concept. So is the 529 plan. That is why we have...
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The 930 Podcast is designed to educate the masses on taxes and finances. The 401k plan is
an antiquated concept. So is the 529 plan. That is why we have designed this podcast to
educate any and all that are willing to think outside the box. The education starts with math. If
you could add a 401k plan + 529 plan what would you get? The 930 Plan. Employees and
employers want smart, tax-advantaged savings plans that eliminate risk and optimize the
sequence of returns for taxation. I encourage all individuals to do a deeper dive into 401(k), 529
and other deferred compensation plans to determine if that’s what’s right for them or if there is
another way to safeguard their financial future.
show less
an antiquated concept. So is the 529 plan. That is why we have designed this podcast to
educate any and all that are willing to think outside the box. The education starts with math. If
you could add a 401k plan + 529 plan what would you get? The 930 Plan. Employees and
employers want smart, tax-advantaged savings plans that eliminate risk and optimize the
sequence of returns for taxation. I encourage all individuals to do a deeper dive into 401(k), 529
and other deferred compensation plans to determine if that’s what’s right for them or if there is
another way to safeguard their financial future.
THE 930 PLAN PODCAST
THE 930 PLAN PODCAST
Politicians Benefits
29 DEC 2021 · t would be amazing if every hard-working American could get just half of the benefits that ourelected officials enjoy from the taxpayer dollars that we pay. Unfortunately, that’s just not thecase and I know you will be shocked to listen to some of the benefits politicians enjoy. Let’s getangry about it, but then get smarter. Learn more about the 930 plan to see how you can putsome of that money back in YOUR pocket rather than continuing to line theirs.
The nightmare on K Street
29 DEC 2021 · Everybody has heard about Wall Street and Madison Avenue – even Hollywood Boulevard –but most people are unfamiliar with the most influential Street in America:K St.! K St. is where money transfers from the private sector to elected individuals in order to get policy shaped for the benefit of private industry. Most people refer to those on K St. as lobbyists, but after listening to this podcast you may form a slightly different opinion
Term limits
29 DEC 2021 · It will blow you away to learn how much money some of our career politicians are worth, never working a day outside of public service in their entire lives. They get to shape the law, invest in companies that benefit from their policies and make wealth beyond your imagination. If only they were limited in the amount of time they could serve an office, with reasonable term limits.So much corruption could be prevented. Learn how to protect yourself against elected officials that aren’t protecting you financially.
Line item veto
13 DEC 2021 · The line item veto was in place for a short period of time late last century, and later ruledunconstitutional by the US Supreme Court. Taking another look at the ability for the executivebranch to limit some of the unnecessary spending that gets attached to these massive spendingbills could greatly help the American people. Listen to this podcast, learn a little more and findout how much wasteful spending actually exists and how the 930 plan might be able to help yousave some of what you’re giving them that goes towards such waste.
The History of Taxes
29 SEP 2021 · It starts with TAXES. If you are a married couple in the US today and you make $120k/year,
your effective Federal Tax Rate is 13.1%. That number is lower than at any point in history for a
middle class couple. In 1978, a married couple in the US making $60k (reduced for inflation)
had an effective Federal Tax Rate of 53.3%.
Coincidentally, 1978 is the first year the IRS allowed workers to defer income into a 401k. The
federal debt was still measured in Billions (not Trillions) and the Dow Jones Industrial average
closed the year Under $1,000.
Listen to this episode of The 930 Plan Podcast and start learning how to “Change the way you
save!”
A case study, Single Parent with 2 college age kids
29 SEP 2021 · In this episode we review a live case study. Understanding how the 930 Plan can work with real
people in real life circumstances is key. There are many single parents out there, surviving on
one income, providing for their children.
Tax efficiency, understanding good debt vs.bad debt and deploying resources with purpose led
this client to discover a different view on financial matters.
Listen to this episode of The 930 Plan Podcast and start learning how to “Change the way you
save!”
How many different ways are we taxed as Americans?
29 SEP 2021 · The 930 Plan focuses primarily on efficiencies around income tax. In this episode we are gonna
cover all of the different ways the US government taxes its citizens.
I think we cover them all, but I am sure some of our listeners can find a few we may have
missed. While an inheritance large enough to trigger the federal estate tax may not be a
complete negative financially, not understanding provisional income tax could cost you more
than $1 million in social security, if you live long enough.
Listen to this episode of The 930 Plan Podcast and start learning how to “Change the way you
save!” So you may never pay any taxes on your social security.
Is the “New Child Tax Credit” really a “Credit” for everyone?
29 SEP 2021 · n July of 2021 Americans with minor children began to receive direct payments from the federal
government. Under the American Rescue Plan, what used to be credited to families when filing
their tax returns, is now sent out as a direct monthly payment.
Understand how this plan differs from the previous Child Tax Credits, how those who didn’t
qualify for them previously are now getting them and who is paying for it all.
Listen to this episode of The 930 Plan Podcast and start learning how to “Change the way you
save!”
Life Events and How they Affect our Financial Lives
29 SEP 2021 · We all experience life changing events over the course of time. Very positive events like the
birth of a child, a graduation, a new job, a promotion or retirement are a few that come to mind.
We experience events that can be equally challenging, losing a job, a loved one or family illness
can put tremendous strain on our lives.
Understanding how to be best prepared for the ups and downs of life financially can be planned
for even if the events themselves may not afford us any advance warning.
This episode of the 930 Plan podcast will once again educate you on how to “Change the way
you save!” Hope for the best and plan for the worst, but be ready financially for anything.
A case Study on Life Events and how we can Prepare for the Worst case scenario
29 SEP 2021 · Preparing for the death of a loved one can be next to impossible. Today’s episode reviews a
case study that not only has had a profound financial effect on the family being planned for, but
a case that has changed my life.
My career took on new meaning after this experience. A lifelong friendship was founded and a
family learned things about each other they never knew they had in them.
This episode of The 930 Plan Podcast talks about how one family, facing the imminent loss of a
loved one, “Changed the way they Saved” and in the process, began the next chapter with a
sense of comfort and stability.
The 930 Podcast is designed to educate the masses on taxes and finances. The 401k plan is an antiquated concept. So is the 529 plan. That is why we have...
show more
The 930 Podcast is designed to educate the masses on taxes and finances. The 401k plan is
an antiquated concept. So is the 529 plan. That is why we have designed this podcast to
educate any and all that are willing to think outside the box. The education starts with math. If
you could add a 401k plan + 529 plan what would you get? The 930 Plan. Employees and
employers want smart, tax-advantaged savings plans that eliminate risk and optimize the
sequence of returns for taxation. I encourage all individuals to do a deeper dive into 401(k), 529
and other deferred compensation plans to determine if that’s what’s right for them or if there is
another way to safeguard their financial future.
show less
an antiquated concept. So is the 529 plan. That is why we have designed this podcast to
educate any and all that are willing to think outside the box. The education starts with math. If
you could add a 401k plan + 529 plan what would you get? The 930 Plan. Employees and
employers want smart, tax-advantaged savings plans that eliminate risk and optimize the
sequence of returns for taxation. I encourage all individuals to do a deeper dive into 401(k), 529
and other deferred compensation plans to determine if that’s what’s right for them or if there is
another way to safeguard their financial future.
Information
| Author | NewsRadio 1450/1370 WKIP (WKIP-AM) |
| Organization | iHeartRadio |
| Categories | Investing |
| Website | - |
| shortcp@gmail.com |
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