『Kramer Financial Talk』のカバーアート

Kramer Financial Talk

Kramer Financial Talk

著者： James Kramer
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 Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference. 経済学
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  • The 50-30-20 Rule

    The 50-30-20 Rule
    2025/11/22
    This episode breaks down the popular and effective 50-30-20 Rule, a simple budgeting framework designed to help you organize your spending and save with clarity. We explain how to allocate 50% of your after-tax income to needs, 30% to wants, and a crucial 20% directly toward savings and debt repayment. Tune in to learn practical tips for implementing this rule immediately and gaining greater control over your cash flow without feeling overly restricted.
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    1分未満
  • Roth Conversion Time

    Roth Conversion Time
    2025/11/08
    Now is the perfect time to evaluate your retirement savings and see if a Roth conversion is the right move for your financial future. We break down the step-by-step process of converting traditional IRA or 401(k) assets to a Roth, weighing the immediate tax cost against the massive benefit of tax-free growth for life. Tune in to learn strategic timing, how to pay the tax bill efficiently, and why locking in today's tax rate could save you a fortune in retirement.
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    1分未満
  • Why Do You a Need a Financial Planner?

    Why Do You a Need a Financial Planner?
    2025/10/18
    You don't need millions to benefit from a financial planner, yet many people only associate them with stock-picking or late-stage retirement planning. This episode breaks down the true value of a planner, from mastering cash flow and debt management to creating a clear, comprehensive roadmap for your biggest life goals. Discover how a planner acts as your fiduciary partner and behavioral coach, providing the objectivity and tax-smart strategies essential for building lasting wealth.
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    1分未満
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