『Keep What's Yours』のカバーアート

Keep What's Yours

Keep What's Yours

著者： Jeff Zufall - Capital Advisory Group Inc.
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概要

 Podcast by Jeff Zufall & Josh GilbertCopyright Capital Advisory Group Inc. マネジメント マネジメント・リーダーシップ リーダーシップ 経済学
エピソード
  • 2026-03-21 2026 Tax Season Secrets, IRS Changes, Fed Rates & Inflation Explained

    2026-03-21 2026 Tax Season Secrets, IRS Changes, Fed Rates & Inflation Explained
    2026/03/21
    As tax season hits full throttle, this episode of Keep What’s Yours breaks down what’s really happening behind the scenes—from IRS processing issues and new tax law changes to the critical truth about filing extensions (hint: you still have to pay). Jeff Zufall and Josh Gilbert also dive into timely financial topics, including rising inflation pressures, Fed rate decisions, and what global events could mean for your wallet. Plus, they uncover common tax-saving strategies many people miss—like HSAs, overtime tax nuances, and crypto reporting—and discuss the alarming trend of Americans tapping into their 401(k)s just to stay afloat. Packed with practical advice and real-world insights, this episode helps you navigate both your taxes and today’s uncertain economic landscape with confidence. Stop overpaying your taxes each year. - Call Capital Advisory Group at 636-394-5524 today!
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    52 分
  • 2026-03-14 New Tax Code 2026: Tips, Overtime, Senior Deductions, Crypto Taxes & Missouri Tax Changes

    2026-03-14 New Tax Code 2026: Tips, Overtime, Senior Deductions, Crypto Taxes & Missouri Tax Changes
    2026/03/14
    In this episode of Keep What’s Yours, Jeff Zufall breaks down the biggest 2026 tax season updates and what they mean for everyday taxpayers, retirees, workers, and investors. The conversation covers the new tax code, tax planning strategies, no tax on tips, no tax on overtime, senior tax deductions, Missouri capital gains tax changes, Social Security tax rules, crypto tax reporting, 1099 forms, eBay and side hustle income, auto loan interest deductions, and how to avoid costly filing mistakes. Packed with timely tax advice, retirement planning insight, and practical examples, this episode is a helpful guide for anyone looking to lower their tax bill, understand new IRS rules, and make smarter financial decisions before next tax season. Stop overpaying your taxes each year. - Call Capital Advisory Group at 636-394-5524 today!
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    51 分
  • 2026-02-21 Bigger Tax Refunds in 2026? Smart Tax Strategies to Reduce Your Tax Bill Long-Term

    2026-02-21 Bigger Tax Refunds in 2026? Smart Tax Strategies to Reduce Your Tax Bill Long-Term
    2026/02/21
    Average tax refunds are up 11% so far this season—but what does that really mean for your 2026 tax bill? In this episode of Keep What’s Yours, Jeff Zufall, Senior Tax Strategist and Wealth Advisor, breaks down the latest IRS refund data and explains how the new “Big Beautiful Bill,” retirement account rules, and overlooked tax strategies could impact your finances. Learn how to avoid filing with incorrect 1099s, maximize HSA tax advantages, use 529 plans effectively, reduce taxes with charitable RMD strategies, understand Roth IRA and Secure Act 2.0 changes, and take advantage of new vehicle interest deductions. If you're looking for expert tax planning tips, retirement tax strategies, and ways to legally lower your income taxes, this episode delivers actionable insights to help you keep more of your money. Stop overpaying your taxes each year. - Call Capital Advisory Group at 636-394-5524 today!
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    47 分
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