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The Importance of Financial Planning (Aired on March 30 and 31, 2019)
Archived series ("Inactive feed" status)
When? This feed was archived on July 09, 2019 01:58 (). Last successful fetch was on May 07, 2019 02:44 ()
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Manage episode 231084387 series 2402107
RadioRotary welcomes Red Hook Rotarian Susan Simon and her partner Beth Jones, both of Third Eye Associates, to discuss the important topic of financial planning. High on the list is dealing with the new (2018) tax law. Many families were surprised to learn that they had failed to have sufficient funds deducted for taxes, causing them to face large payments needed in the spring of 2019. Dealing with taxes properly is only one of the issues people face in financial planning. Two others of considerable significance are saving for emergencies and saving for retirement—both involve saving, but are best approached differently. The earlier saving starts the better, and parents should help children learn to save for specific goals. All this and more is discussed with the RadioRotary cohosts in this useful program.
Learn more:
Third Eye Associates: https://www.thirdeyeassociates.com/
Red Hook Rotary Club: https://www.redhookrotaryclub.org/
Financial Planning: https://www.investor.gov/additional-resources/free-financial-planning-tools
Filing Federal Taxes: https://www.usa.gov/file-taxes
CATEGORIES
Business Assistance
Financial Planning
--- Support this podcast: https://anchor.fm/radiorotary/support510 episodes
Archived series ("Inactive feed" status)
When? This feed was archived on July 09, 2019 01:58 (). Last successful fetch was on May 07, 2019 02:44 ()
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 231084387 series 2402107
RadioRotary welcomes Red Hook Rotarian Susan Simon and her partner Beth Jones, both of Third Eye Associates, to discuss the important topic of financial planning. High on the list is dealing with the new (2018) tax law. Many families were surprised to learn that they had failed to have sufficient funds deducted for taxes, causing them to face large payments needed in the spring of 2019. Dealing with taxes properly is only one of the issues people face in financial planning. Two others of considerable significance are saving for emergencies and saving for retirement—both involve saving, but are best approached differently. The earlier saving starts the better, and parents should help children learn to save for specific goals. All this and more is discussed with the RadioRotary cohosts in this useful program.
Learn more:
Third Eye Associates: https://www.thirdeyeassociates.com/
Red Hook Rotary Club: https://www.redhookrotaryclub.org/
Financial Planning: https://www.investor.gov/additional-resources/free-financial-planning-tools
Filing Federal Taxes: https://www.usa.gov/file-taxes
CATEGORIES
Business Assistance
Financial Planning
--- Support this podcast: https://anchor.fm/radiorotary/support510 episodes
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