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The Fiscal Blue Print

with coach Jeff Montgomery


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Aug. 11, 2021

Episode 56: Tax Planning Strategies, Part 3: Donor Advised Funds & Bunching Strategies

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Qualified Charitable Distribution
Aug. 5, 2021

Episode 55: Tax Planning Strategies, Part 2: What is a QCD?

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3 tax buckets
Jul. 28, 2021

Episode 54: Tax Planning Strategies, Part 1: Roth Conversions

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Inflation
Jul. 21, 2021

Episode 53: Inflation- It’s Not Transitory!

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