エピソード

  • 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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  • 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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  • 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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  • Estate Planning 101

    Estate Planning 101
    2026/07/04
    Estate planning isn't just for the ultra-wealthy—it's a critical legal safety net that ensures your assets are protected and your medical wishes are honored. This foundational episode breaks down the core elements of a rock-solid plan, including the crucial differences between wills and trusts and how to properly assign power of attorney. Tune in to discover how a few simple, proactive steps today can save your loved ones from massive tax headaches and court battles tomorrow.
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  • Who is Maggi?

    Who is Maggi?
    2026/06/26
    Welcome to the premiere episode of Wealthwise with Maggi! In this debut show, we introduce you to the team at Maggi Tax and Wealth Advisors, a trusted, family-run firm that has spent over 30 years helping the Tampa Bay community navigate the complexities of retirement. Tune in to hear our story, discover our holistic approach to balancing your investments with smart tax strategies, and learn how we can help you build a secure financial future.
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