Mr. Money Talks

Mr. Money Talks: Navigating Tax Deadlines and Disaster Relief (1/11/25)

Live show recorded 1/11/25
In this episode, Mr. Money discusses the upcoming tax deadlines, including the January 15th quarterly estimated tax payment. He provides valuable information on how to make these payments, the penalties for not paying, and the exceptions that can help you avoid or minimize the penalties. Additionally, Mr. Money covers the tax relief measures announced by the IRS for individuals and businesses affected by the recent California wildfires, including extended deadlines and exclusions for disaster relief payments.

Mr. Money Talks: Becoming a 401(k) Millionaire (01/04/25)

01/04/25
In this episode, Mr. Money shares valuable insights and practical tips to help listeners achieve the coveted status of 401(k) millionaire. From starting early to maximizing employer matches and contributions, Mr. Money guides listeners through the steps to build a seven-figure retirement nest egg.

Mr. Money Talks: Simplifying Your Estate and Tax-Savvy Strategies for Seniors (12/28/24- Recorded 11/16/24)

12/28/24- Recorded 11/16/24
In this episode, financial expert Mark Rothstein, aka "Mr. Money," provides valuable insights on estate planning and tax-efficient strategies for seniors. He covers five key steps to make your estate simpler for your heirs, the importance of addressing digital assets, and the benefits of Roth IRA conversions. Mr. Money also addresses the challenges of finding safety deposit boxes as banks scale back this service.

Mr. Money Talks: Navigating Tax Savings and Marital Challenges (12/21/24 - Recorded 11/09/24)

12/21/24- Recorded 11/09/24
In this episode, financial expert Mark Rothstein, also known as "Mr. Money," delves into the strategies listeners can use to reduce their tax burden before the end of the year. He also explores the high divorce rates in the U.S. and provides guidance on how couples can work through financial and emotional challenges in their marriages.

Mr. Money Talks: Year-End Tax and Financial Planning Strategies (12/14/24 )

12/14/24
In this episode, financial expert Mark Rothstein, aka "Mr. Money," discusses important tax and financial planning steps to take before the end of the year. He covers topics such as the impact of tariffs, the benefits of Roth accounts, required minimum distributions, tax loss harvesting, and the advantages of health savings accounts. Listeners will learn valuable strategies to optimize their finances and reduce their tax burden as the year comes to a close.
 
 

Mr. Money Talks: Navigating Financial Challenges and Opportunities (12/07/24)

In this episode of the Mr. Money podcast, host Mark Rothstein delves into a wide range of financial topics, from the latest stock market trends and the impact of the Trump presidency to year-end tax planning strategies and protecting your bank accounts from fraud. Listeners will gain valuable insights and actionable advice to help them make informed financial decisions.

Mr. Money Talks: Overcoming the Retirement Savings Gap for Women (11/30/24 Recorded 11/02/24)

In this episode, financial expert Mark Rothstein, known as "Mr. Money," delves into the unique challenges women face in saving for retirement. He discusses the gender disparities in retirement savings, the impact of caregiving responsibilities, and practical strategies women can employ to build a secure financial future. Rothstein offers insights on maximizing retirement contributions, leveraging annuities, and managing mortgage debt to ensure a comfortable retirement.

Mr. Money Talks: Navigating the Holiday Season with Financial Savvy (11/23/24)

In this episode, financial expert Mark Rothstein, also known as "Mr. Money," provides valuable insights and practical tips to help listeners manage their finances during the holiday season. From budgeting for holiday expenses to taking advantage of tax credits and savings opportunities, this episode offers a comprehensive guide to ensuring financial well-being amidst the joyous but often costly festivities.

Mr. Money Talks: Preparing for Retirement - Key Conversations to Have Before You Leave the Workforce (11/16/24)

In this episode, financial expert Mark Rothstein, aka "Mr. Money," provides invaluable insights on the crucial steps to take before retiring. He emphasizes the importance of consulting with your spouse, adult children, doctor, HR department, siblings, and financial advisor to ensure a smooth and financially secure transition into retirement. Listeners will learn about the key questions to ask each of these crucial contacts, as well as strategies for maximizing your retirement benefits and minimizing tax liabilities.

Mr. Money Talks: Navigating the Financial Landscape After the Election (11/09/24)

In this episode, financial expert Mark Rothstein, also known as "Mr. Money," delves into the impact of the recent election on the stock market, the Federal Reserve's interest rate decisions, and the tax deductibility of various medical expenses. He also explores the myths surrounding Social Security and provides tips for having open and healthy conversations about money with family, friends, and partners.