Shows
Financial Symmetry: Balancing Today with RetirementSeven Essential Stages of Tax Planning with Grayson Blazek, Ep #249Tax planning often slips to the bottom of our financial to-do lists—until a surprise bill or missed opportunity crops up. But behind the scenes, the right process for an ongoing tax strategy can put you leagues ahead, reducing uncertainty and helping you capitalize on changes. On the show this week, we'll walk through the seven stages of tax planning, highlighting key insights and practical actions you can take. Outline of This Episode 00:00 Holistic Tax Planning Overview 01:56 Understanding clients' overall current situation and future goals [03:11] Importance of staying up-to-date for maximizing client opportunities [05:05] Importance of gathering de...
2025-10-2021 minFinancial Symmetry: Balancing Today with RetirementBreaking Down the Big Beautiful Bill with Grayson Blazek, Ep #243Tax season may feel far off, but with sweeping legislative changes just passed, proactive financial planning starts now. In this episode, we're sharing our accessible, in-depth breakdown of the new Big Beautiful Bill, highlighting ten key tax provisions that every taxpayer should understand. Outline of This Episode [00:00] Summarizing the latest major legislation in 10 key tax provisions. [04:59] Be mindful of income limits for a taxpayer deduction. [08:05] Consider collating deductions into a single year to maximize tax benefits due to the temporary higher SALT limit. [11:44] Starting in 2026, non-itemizers can claim a permanent below-the-line deduction for charitable donations. [14:24] Many...
2025-07-1521 minFinancial Symmetry: Balancing Today with Retirement5 Ways to Transform Tax Season into an Opportunity with Grayson Blazek, Ep #237Tax planning might not top everyone's list of leisure activities, but in the middle of tax season there's a hidden opportunity. What if, instead of seeing it as a mere logistic hurdle, we embraced it as a moment to refine our financial strategy? *********** 📰 See the full show notes here 🌐 Sign up here to receive a detailed pre-retirement checklist to assure you are positioned to experience your ideal retirement.
2025-04-0925 minFinancial Symmetry: Balancing Today with RetirementThe Early Retiree's Guide to Health Insurance with Grayson Blazek, Ep #229Early retirement has unique financial planning challenges, particularly regarding health insurance and tax strategies. For people who retire before age 65, the challenge of finding affordable and adequate health insurance adds another layer of complexity to their financial plans. *********** 📬 Download your Free Retire On Purpose Guide here. 📰 See the full show notes here 🌐 Sign up here to receive Retirement Weekly to get one email every week on all things retirement *********** Outline of This Episode [04:32] Considering Roth conversion for potential tax benefits [09:07] Rules around qualifying for ACA in 2025 [12:36] Early retiremen...
2024-11-2624 minFinancial Symmetry: Balancing Today with RetirementHow the American Families Plan Could Impact You and Your TaxesThe American Families Plan hasn't yet become law, but that doesn't mean that you can't prepare for the changes that may be coming. Video recap: https://youtu.be/DFVgJZPwEIc In this episode we consider the planning opportunities that could arise with the changes in tax legislation. Our goal is to ensure that you have all the tools in your toolbox so that you can minimize your tax burden. Who will most be affected by the tax law changes? The current tax law comes from the Trump administration and dates back to 2017. Prior to...
2021-10-0428 minFinancial Symmetry: Balancing Today with RetirementThe Summer Sprint - Financial Tasks to Complete Before FallCompared to 2020, the summer of 2021 has been exciting for most people. Many parts of the country are getting back to normal and there is plenty of fun to be had. Video recap: https://youtu.be/aCuc4zsi3SE But with that fun can come extra spending. Now that we are halfway through the year, this is a fantastic time to check in with your finances. This week, we let Chad and Mike have time off to enjoy their summer fun, so Grayson Blazek joins me to discuss 10 financial tasks for you to complete...
2021-07-2619 minFinancial Symmetry: Balancing Today with RetirementDemystifying What the Biden Tax Plan Could Mean for YouYou may have heard a lot on the news about President Biden's tax plan. Are you worried about how it will affect you and your tax situation? In this episode of Financial Symmetry, Grayson Blazek helps to demystify Biden's tax proposal. You'll learn how you may be affected and whether or not you should be worried. Don't wait until April 15 to start your tax planning! Press play to learn what you can expect next year. Short Video Recap: https://youtu.be/wFzuPLnT9qc When does the new tax law take effect? Even though you may...
2021-05-3130 minFinancial Symmetry: Balancing Today with RetirementThe Rush to Retire BlueprintA recent survey discovered that millions of Americans 55 or older are in a rush to retire. The pandemic has many contemplating retiring years earlier than originally imagined after adopting a "life is short" mentality. Video recap: https://youtu.be/q5r5ZiVw7d4 But before you rush into a decision to retire early you'll want to consider it carefully. We've listed 6 steps below to analyze if you are ready to retire. Why retire early? Since the pandemic has made us all consider how we are spending our time, people have become...
2021-05-1728 minFinancial Symmetry: Balancing Today with Retirement5 Tax Planning Opportunities in the American Rescue PlanThe American Rescue Plan was recently passed, but do you know all the changes it will bring? You probably already know about the stimulus checks, but you may not know how it could affect your taxes and healthcare. This latest economic stimulus package could mean big things for your tax planning. Video recap here: https://youtu.be/Vq8Y2CFYS6E Since the American Rescue Plan has a heavy tax focus, I invited tax planning extraordinaire, Grayson Blazek, to brief us all on the risks and opportunities that we should be looking out for with...
2021-03-2234 minFinancial Symmetry: Balancing Today with RetirementPreparing for a Professional Pivot2020 has been a year of change. The pandemic has given people an opportunity to rethink their lives and many have been rethinking their career. Video recap: https://youtu.be/0RCME_Y8bdI Whether you are one of the millions of people that have been forced into a job change or whether you are considering a professional pivot on your own, there is a lot to think about when changing jobs. On this episode, Grayson Blazek and I will walk you through all the considerations when taking on a new job. If you are...
2020-09-0730 minFinancial Symmetry: Balancing Today with RetirementWhat the CARES Act Means For YouThe CARES Act was just recently passed and the new law will impact just about every American. But do you know how it will affect you? View Youtube recap here: https://youtu.be/BTaeWH0aEB0 On this episode of Financial Symmetry, Grayson Blazek joins me to give you some actionable information that you can use to help you consider how best to take control of this challenging financial situation. During this stressful time, it will be helpful to learn as much as you can to give you a feeling of empowerment. Who is eligible...
2020-04-0630 min
Financial Symmetry: Balancing Today with RetirementHow an IRMAA Appeal Can Save You Thousands of Dollars in Medicare PremiumsHow closely did you look at your Medicare premium notice letter this past December? If it mentioned an IRMAA adjustment, and you experienced a life-changing event, you may want to look again. There's a few steps you can take that can save you thousands of dollars in Medicare premiums. In this episode, we are breaking down the the tax cliff known as IRMAA and how proper planning can help you avoid overpaying for your Part B and Part D Medicare premiums. YouTube recap: https://youtu.be/BQ7K_DeJiHs What is IRMAA? This...
2020-02-1021 minFinancial Symmetry: Balancing Today with RetirementGuide to Preserving Yours or a Loved Ones LegacyNobody likes to talk about the 2 certainties of life: death and taxes. So much so that we delay important decisions on how to deal with our assets for our heirs. On this episode, Cameron Hendricks and Grayson Blazek join in to discuss specifics on how to handle accounts and property, filing taxes and how to better prepare for passing on your estate to your loved ones. Find out how to handle all of this now to save your loved ones added stress during a difficult time. Ensure that your loved ones are prepared to understand your financial life
2019-06-1732 minFinancial Symmetry: Balancing Today with RetirementEverything You Need to Know About the New Federal Tax FormsHave you checked out the new federal tax forms? You probably don't want to wait until the last minute to prepare your taxes this year. With the new tax code here you'll want to give yourself plenty of time to get familiar with the new federal tax forms. But before you get started you need to arm yourself with as much information as you can about the new tax code. That's why today we brought our very own tax extraordinaire, Grayson Blazek to share his extensive knowledge of the new federal tax forms. Listen to this episode as Grayson...
2019-03-2530 min