Monthly Archives: February 2019

Episode 2 – Tackling Tax Preparation — with guest Tammy Becker of Becker Tax & Bookkeeping, LLC.



Now’s the time of year when we all start to think about the same thing: taxes.

Today, Mike Klauke sits down with his friend and colleague, Tammy Becker of Becker Tax and Bookkeeping, LLC, to talk all thing taxes. Mike and Tammy discuss how your 2018 taxes will differ from 2017, how Tammy got into tax preparation, and more.

In this episode, you’ll learn:

  • Why it’s important to call your tax preparer before you make any big financial decisions
  • The important information and documents to bring to your tax preparer to ensure you file with all your applicable returns
  • Why you might want to visit a tax preparer instead of filing your own taxes
  • How the new Tax Cuts and Jobs Act will affect your taxes and the way you file
  • Why it’s important to have questions prepared for your tax advisor
  • And more!

Join Mike and Tammy now for an informative conversation that will help you prepare for this year’s tax season!

Resources:  Klauke Investments and Insurance Services | Becker Tax & Bookkeeping, LLC


Episode 1 – Get to Know Mike Klauke



Welcome to The Financial Heartbeat podcast! In this inaugural episode, you’ll get to know your host, Mike Klauke, owner of Klauke Investment and Insurance Services. Find out what makes Mike tick, and what makes him an expert in the finance industry.

In this episode, you will learn:

  • How Mike got his start in the finance industry while he was a student at UW-Stevens Point
  • Why Mike loves working with small businesses and soon-to-be retirees
  • Why Mike is so involved in his community
  • About the financial philosophy that Mike and the Klauke team apply to their client relationships and personal lives
  • What Mike does for fun when he’s not working
  • And more!

Tune in now to learn how Mike and his team can help you redefine your retirement!

Resources: Klauke Investment and Insurance Services