Shows
The Financial Translator#84 - Summary of New Tax Bill (OBBBA)The tax bill signed into law July 4th will impact everyone starting in 2025. Which features and size of impact depends on income and other items.
Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
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2025-07-1827 minThe Financial Translator#83 - Market Update June 30, 2025This episode provides a market update through June 30, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!
2025-07-0325 minThe Financial Translator#82 - Social Security and Medicare Funding StatusLess than 10 years before Social Security and Medicare Trust Funds hit $0. Then mostly payroll taxes only will be available to cover promised benefits. Here is a financial overview of these programs in a Q&A format.
Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
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2025-06-2327 minThe Financial Translator#81 - Market Update May 31, 2025This episode provides a market update through May 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!
2025-06-0418 minThe Financial Translator#80 - Options PrimerAn overview of options and a few common uses.
Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
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2025-05-2329 minThe Financial Translator#79 - Market Update April 30, 2025This episode provides a market update through April 30, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!
2025-05-0622 minThe Financial Translator#78 - Key Lines from 2024 Tax Return for Better PlanningBefore tossing your 2024 tax return in the electronic file, take a look at some key lines and engage in tax planning for a better 2025 return.
Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this topic.
Interested in learning more about our firm? Click here to schedule a call!
2025-04-2425 minThe Financial Translator#77 - Market Update March 31, 2025This episode provides a market update through March 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!
2025-04-0421 minThe Financial Translator#76 - Key Tax Docs and Last Minute Tax Moves for 2024Here are the documents accountant is looking for – and yes still time to impact 2024 tax year.
Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this topic.
Interested in learning more about our firm? Click here to schedule a call!
2025-03-2524 minThe Financial Translator#75 - Market Update February 28, 2025This episode provides a market update through February 28, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!
2025-03-0326 minThe Financial Translator#74 - Financial Framework for Gen Y and Gen ZHere is a financial framework for those starting their first job – and a refresher for others already working.
Head over to our recent blog post for more information, including graphs and visuals to walk you through this podcast.
Interested in learning more about our firm? Click here to schedule a call!
2025-02-2532 minThe Financial Translator#73 - Market Update January 31, 2025This episode provides a market update through January 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!
2025-02-0417 minThe Financial Translator#72 - 2025 Implementation of Secure ACT 2.0 + SS Fairness ActHere are a few new features effective in 2025 from SECURE Act 2.0. Also note Social Security Fairness Act passed in early January.
Head over to our recent blog post for more information, including graphs and visuals to walk you through this podcast.
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2025-01-2318 minThe Financial Translator#71 - Market Update December 31, 2024This episode provides a market update through December 31, 2024! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!
2025-01-0721 minThe Financial Translator#70 - Father ForgetsHere is my traditional holiday post. The energy and excitement of youth is especially noticeable this time of year. Soak it in but also remember to recognize and encourage this energy year-round but without "measuring you by the yardstick of my own years."
Happy Holidays!
Interested in learning more about our firm? Click here to schedule a call!
2024-12-1604 minThe Financial Translator#69 - Market Update November 30, 2024This episode provides a market update through November 30, 2024! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!
2024-12-0422 minThe Financial Translator#68 - Year-End Tax PlanningNot all tax planning moves can wait until next spring. Here are some moves to consider now.
Head over to our recent blog post for more information, including graphs and visuals to walk you through this podcast.
Interested in learning more about our firm? Click here to schedule a call!
2024-11-2229 minThe Financial Translator#67 - Market Update October 31, 2024This episode provides a market update through October 31, 2024! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!
2024-11-0516 minThe Financial Translator#66 - Annual Benefits Enrollment for 2025It’s that time of year. Don’t just click on last year’s options - take a closer look. Also note higher contribution limits, especially if age 60 - 63!
Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!
2024-10-2122 minThe Financial Translator#65 - Market Update September 30, 2024This episode provides a market update through September 30, 2024! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!
2024-10-0322 minThe Financial Translator#64 - SS Inflation Estimate and How Calc'edAfter 8.7% for 2023 and 3.2% for 2024, the SS inflation adjustment for 2025 is expected to be around 2.5%; finalized on October 10.
Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!
2024-09-2311 minThe Financial Translator#63 - Market Update 8/31/2024This episode provides a market update through August 31 2024! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!
2024-09-0321 minThe Financial Translator#62 - College Financial Tips for both Parents and StudentsHere are some financial tips to add to your “packing list” as you head off to college. Want to learn more about withdrawing funds from your 529 Plan, covering the cost of college, establishing a Power of Attorney for your child, and more? Head over to my recent blog post!
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Contact us today by clicking here. We can't wait to hear from you!
2024-08-1622 minThe Financial Translator#61 - Market Update 7/31/2024This episode provides a market update through July 31 2024! Interested in learning more about this topic? Head over to our blog by clicking here for more information -- including graphs and visuals.
Interested in learning more about our firm? Click here to schedule a conversation!
2024-08-0211 minThe Financial Translator#60 - Will Equities Continue to Return 12% a Year?US Large Cap equities have performed extremely well lately. Can that continue? Don't miss our accompanying blog here.
Have questions? Reach out! We're here to help.
2024-07-2424 minThe Financial Translator#59 - Market Update 6/30/2024This episode provides a market update through June 30 2024!
2024-07-0222 minThe Financial Translator#58 - Financial Framework for Early Career UpdateHere is my graduation gift for those starting their first job - and a refresher for others already working. Interested in learning more about this topic? Don't miss our blog post!
Want to to learn more about our firm? Schedule a call today by clicking here.
2024-06-2032 minThe Financial Translator#57 - Market Update 5/31/2024This episode provides a market update through May 31 2024!
2024-06-0423 minThe Financial Translator#56 - SS + Medicare Funding StatusThe latest funding status of Social Security and Medicare is available. Yes, the programs will be around when you retire, but benefits may be reduced. Here is a financial overview of these programs in a Q&A format.
2024-05-2329 minThe Financial Translator#55 - Market Update 4/30/2024This episode provides a market update through April 30 2024!
2024-05-0225 minThe Financial Translator#54 - Want better tax planning? Here are key lines from your 2023 Tax ReturnBefore tossing your 2023 tax return in the electronic file, take a look at some key lines and engage in tax planning for a better 2024 return.
2024-04-2527 minThe Financial Translator#53 - Market Update 3/31/2024This episode provides a market update through March 31 2024!
2024-04-0520 minThe Financial Translator#52 - Last Minute Tax-Planning and Documents for AccountantI provide some last minute tax-planning moves for the 2023 tax year and a quick summary of key tax documents needed for your accountant. Looking for more information? Don't miss our blog post on this topic here.
Interested in learning more about our firm? Click here to schedule a conversation.
2024-03-2624 minThe Financial Translator#51 - Market Update 2/29/2024This episode provides a market update through February 29 2024!
2024-03-0516 minThe Financial Translator#50 - Inflation UpdateInflation has been heading lower, but the Fed needs to see more. The bond and equity markets are watching closely.
2024-02-2821 minThe Financial Translator#49 - Market Update 1/31/2024This episode provides a market update through January 31 2024!
2024-02-0317 minThe Financial Translator#48 - 2024 Implementation of SECURE Act 2.0Do you recall the attention SECURE Act 2.0 received in early 2023? Here is a refresher on the 2023 changes and new features effective for 2024.
2024-01-2420 minThe Financial Translator#47 - Market Update 12/31/2023This episode provides a market update through December 31 2023!
2024-01-0519 minThe Financial Translator#46 - Father ForgetsHere is my traditional Holiday post. The energy and excitement of youth is especially noticeable this time of year. Soak it in – but also remember to recognize and encourage this energy year-round… but without “measuring you by the yardstick of my own years.”
Happy Holidays!
2023-12-1404 minThe Financial Translator#45 - Market Update 11/30/2023This episode provides a market update through November 30 2023!
2023-12-0520 minThe Financial Translator#44 - Financial Tips for the NewlywedsWedding bells bring excitement, hope for the future and sharp-dressed guests. It also brings new considerations in your financial life. Interested in learning more on this topic? Don't miss this blog post!
Want to learn more about our firm? Schedule a conversation by clicking here.
2023-11-2927 minThe Financial Translator#43 - Market Update 10/31/2023This episode provides a market update through October 31 2023!
2023-11-0322 minThe Financial Translator#42 - Annual Benefits EnrollmentIt’s that time of year. Don’t just click on last year’s options - take a closer look. Want to learn more about this topic? Don't miss this blog post!
Interested in learning more about our firm? Schedule a call today by clicking here!
2023-10-1820 minThe Financial Translator#41 - Market Update 9/30/2023This episode provides a market update through September 30 2023!
2023-10-0417 minThe Financial Translator#40 - 2024 SS Benefit Inflation Estimate - 3.1 - 3.3%After the high 8.7% for 2023, the 2024 SS cost of living adjustment is expected to be above 3%; will be finalized on October 12.
2023-09-1415 minThe Financial Translator#39 - Market Update 8/31/2023This episode provides a market update through August 31 2023!
2023-09-0516 minThe Financial Translator#38 - Inflation - Coming Down but Still HighHeadline inflation – as measured by CPI – was 3.2% last month. But that is well above the 2% Fed target and other measures are much higher.
2023-08-2118 minThe Financial Translator#37 - Market Update 7/31/2023This episode provides a market update through July 31 2023!
2023-08-0318 minThe Financial Translator#36 - College Financial Tips for Parents and StudentsIn addition to the excitement (and nervousness) of heading off to college, here are some financial tips to help with the transition.
2023-07-2421 minThe Financial Translator#35 - Market Update 6/30/2023This episode provides a market update through June 30 2023!
2023-07-0619 minThe Financial Translator#34 - Financial Framework for Early CareerHere is a financial framework for those starting their job - and a refresher for others already working.
2023-06-2030 minThe Financial Translator#33 - Market Update 5/31/2023This episode provides a market update through May 31 2023!
2023-06-0515 minThe Financial Translator#32 - Your 2022 Tax Return is Talking - LISTEN!Before tossing your 2022 tax return in your files, take a look at some key lines and engage in tax planning for 2023.
2023-05-2427 minThe Financial Translator#31 - Market Update 4/30/2023This episode provides a market update through Apr 30 2023!
2023-05-0222 minThe Financial Translator#30 - Social Security and Medicare Funding StatusSocial Security and Medicare are important programs providing income and health coverage during retirement. Yes the programs will be around when you retire, but benefits may be reduced. Here is a financial overview of these programs in a Q&A format.
Interested in hearing more about this topic? Don't miss this blog post on our website!
Want to learn more about our firm? Click here to schedule a conversation.
2023-04-1726 minThe Financial Translator#29 - Market Update 3/31/2023This episode provides a market update through Mar 31 2023!
2023-04-0521 minThe Financial Translator#28 - Banks - Concerned, but not WorriedBanks are in the news. Here is a summary of the recent events and why this differs from 2008.
2023-03-2125 minThe Financial Translator#27 - Market Update 2/28/2023This episode provides a market update through Feb 28 2023!
2023-03-0120 minThe Financial Translator#26 - Round 2 of SECURE Act 2.0Last month I summarized 25 key provisions for both individuals and businesses. This time I dig a little deeper on five provisions that apply to – or piqued the interest of - many individuals and are worth repeating.
2023-02-2122 minThe Financial Translator#25 - Market Update 1/31/2023This episode provides a market update through Jan 31 2023!
2023-02-0318 minThe Financial Translator#24 – SECURE Act 2.0 HighlightsThis episode highlights key provisions of SECURE Act 2.0 impacting retirement plans
2023-01-2026 minThe Financial Translator#23 - Market Update 12/31/2022This episode provides a market update through Dec 31 2022 – Happy New Year!
2023-01-0525 minThe Financial Translator#22 - Father ForgetsHere is my traditional Holiday post. The energy and excitement of youth is especially noticeable this time of year. Soak it in – but also remember to recognize and encourage this energy year-round… but without “measuring you by the yardstick of my own years.”
Happy Holidays!
2022-12-1604 minThe Financial Translator#21 – Market Update 11/30/2022This episode provides a market update through Nov 30 2022 – US $ and rates were down.
2022-12-0519 minThe Financial Translator#20 - FTX Bankruptcy – What you should knowMy topic today covers the recent FTX bankruptcy, the major players and issues, and what it means for crypto moving forward
2022-11-1728 minThe Financial Translator#19 – Market Update 10/31/2022My topic today covers the market update through Oct 31 2022 – plus the new I Bond rate.
2022-11-0220 minThe Financial Translator#18 – Social Security Inflation Adjustment for 2023 – 8.7%My topic today covers the 2023 SS inflation adjustment – a silver lining in this cloudy inflationary environment.
2022-10-1416 minThe Financial Translator#17 – Market Update August 31 2022My topic today is an overview of the markets through 9/30/2022. Also check out the graphs on my blog.
2022-10-0926 minThe Financial Translator#16 – Fall Benefits Enrollment – Take a Closer LookMy topic today covers annual benefits enrollment. Don’t just default to last year’s choices.
2022-09-2318 minThe Financial Translator#15 – Market Update August 31 2022My topic today is an overview of the markets through 8/31/2022. Also check out the graphs on my blog.
2022-09-0718 minThe Financial Translator#14 – College Funding in Action: 529 Withdrawals and Student Loan MoratoriumMy topic today is providing tips on withdrawing 529 funds for college bills and a heads-up to the end of student loan moratorium on 9/1/22.
2022-08-1824 minThe Financial Translator#13 – Market Update July 31 2022My topic today is an overview of the markets through 7/31/2022. Also check out the graphs on my blog.
2022-08-0915 minThe Financial Translator#12 - Summer job? What to do with initial earnings.Investment considerations for someone with first earnings, summer job, etc.
2022-07-1918 minThe Financial Translator#10 – Are Social Security and Medicare Going to Last?My topic today is SS and Medicare funding status. Will they be around for you? Follow along in easy Q & A format.
2022-06-2422 minThe Financial Translator#9 – Market Update May, 31 2022My topic today is an overview of the markets through 5/31/2022. Also check out the graphs on my blog post.
2022-06-0915 minThe Financial Translator#8 – 529 Plans: What Are They and How Do I Use Them?My topic today is 529 Plans. Know the two main types. Follow along in easy Q & A format. Interested in learning more about this topic? Don't miss this blog post!
Want to learn more about our firm? Contact us today by clicking here!
2022-05-3127 minThe Financial Translator#7 – “Market Update April 30 2022”My topic today is an overview of the markets through 4/30/2022. Also check out the graphs on my blog post.
2022-05-0519 minThe Financial Translator#6 – “Fed raises rates…” What does that mean?My topic today covers the Federal Reserve and how action from the FOMC impacts your investments and cost of debt.
2022-04-2124 minThe Financial Translator#5 – Tax return surprises? Still time for action, then planMy topic today covers steps to take now that impact your 2021 tax return. I also mention strategies to implement for the current tax year.
2022-03-2123 minThe Financial Translator#4 – Roth vs. Traditional: How to DecideMy topic today is Roth vs. Traditional. I explain 1) key differences; 2) eligibility and amount can save; 3) when withdraw without penalty; 4) how to decide which to use.
2022-03-0828 minThe Financial Translator#3 – Taxes: Base Understanding for PlanningMy topic today is taxes. I break it into 4 steps to provide a base understanding – 1) types of income; 2) what tax rates apply; 3) tax brackets; 4) how summarized on the 1040.
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2022-02-1715 minThe Financial Translator#2 – You Need a Reserve FundMy topic today is a reserve fund – What is it? How much is needed? Where to invest? I discuss additional sources beyond just a bank savings account, including the double-duty of a Roth IRA!
Visit pvwealthmgt.com
Follow Kirk Kreikemeier CFP® on Twitter, Facebook, LinkedIn and YouTube.
2022-02-035h 09The Financial Translator#1 - Welcome to The Financial TranslatorIn this first episode of The Financial Translator, learn about Kirk and his podcast mission to provide financial confidence and clarity for his listeners.
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Visit pvwealthmgt.com
Follow Kirk Kreikemeier, CFP® on Twitter, Facebook, LinkedIn and YouTube.
2022-01-2603 min