『Wealthwise with Maggi』のカバーアート

Wealthwise with Maggi

Wealthwise with Maggi

著者： Christopher Maggi and Robert Maggi
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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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  • Getting a Second Opinion

    Getting a Second Opinion
    2026/08/01
    This episode explores the critical value of seeking a second opinion on your retirement portfolio and overall financial strategy. We discuss how an objective review can uncover hidden blind spots, optimize tax efficiency, and validate your current path. Listeners will learn when it is time to consult a new expert to ensure their retirement plan is truly aligned with their long-term goals.
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    1分未満
  • Tax-Free Options for Retirement

    Tax-Free Options for Retirement
    2026/07/25
    In this episode, we explore strategic ways to build tax-free income streams for retirement. We demystify the growing tax trap hidden inside traditional 401(k)s and IRAs, highlighting how tools like cash-value life insurance can offer living benefits and act as your own private bank. The hosts also break down the mechanics of Roth IRAs and Roth conversions, empowering listeners to take control of their future tax rates while taxes are effectively "on sale."
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    1分未満
  • Trump Accounts

    Trump Accounts
    2026/07/11
    The newly launched "Trump Accounts" have officially gone live, giving parents and grandparents a brand-new way to jumpstart a child’s long-term wealth. This episode breaks down the unique rules of these tax-advantaged accounts, including the $1,000 government seed contribution for eligible kids and the strict low-cost index fund requirements. Tune in to find out if a Trump Account is the right fit for your family's generational financial planning strategy.
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    1分未満
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