What is IRMAA? IRMA stands for Income Related Monthly Adjusted Amount. When you are doing a Roth Conversion and you are in two years of taking your Medicare payments. The government will look at that and say your income is... Read More
In Taxes Part II Crystal talks about how we can intentionally make decisions to pay the least amount of taxes as possible! Last weeks episode talked about 3 account types you can invest in; taxable accounts, tax deferred accounts, or... Read More
On today’s episode Crystal conducts an interview with Shaun Morgan, manager of Investment Marketing for Eventide. Eventide is a biblically based investment company that tries to honor God and serve its clients by investing in companies that create compelling value... Read More
What a dream today is! On this mornings episode Crystal Interviews the Founder of Kingdom Advisors, Ron Blue. Kingdom advisors is a values based community that collides faith and investing! Hear how Ron started this platform of “help and hope”... Read More
What are your Childhood Memories when it comes to money? Memories of your childhood will shape how you use, control, and spend your money. Crystal opens up about growing up with 12 siblings and how “childhood memories” rippled into marriage,... Read More
How can we help business owners enough for them to put money back into the market? Are the qualified plans appropriate? What is a qualified plan? Join Crystal today and learn all of the ways, all of the different options;... Read More
How does one plan for inflation? 4 Key ways how we help our clients prepare for inflation. We have been planning and positioning our clients all along! 1. Investments- you want to make sure you are invested so you can... Read More
On today’s episode Crystal is talking about Market Planning. Take a deep breath! If we start panicking about the market we loose our focus on what the market can do for us! We have seen it before and we are... Read More
On today’s episode Crystal is talking about your income and hot you can Position Taxes In 2022! Is your income common or uncommon? If you “think” you make common money you will make common decisions and take common wisdom. You... Read More
On today’s episode Crystal talks about YOUR Circle of Wealth. Your circle is made up of three types of money. Accumulated Money, Lifestyle Money, and Transferred Money. What money are you unknowingly giving away? How much do you actually need... Read More
