April | 2019 | The Financial Heartbeat Podcast

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The changes in 2018 tax laws were supposed to make filing your taxes simpler, but a lot of people were left more confused than ever.

In this episode of Financial Heartbeat Podcast, Mike Klauke uncovers the tax conundrums that happened to many American families when filing taxes this year.

In this episode, you will learn:

Why the size of your tax refund may not necessarily reflect the amount of taxes you paid in 2018
Why thinking of your tax return as a “forced savings” is problematic
Why you should find out if your plan is eligible for an HSA and prioritize funding that account
Tips to organize your finances in order to keep as much of your money as possible
How to maneuver tax changes as a business owner
And more!

Tune in with Mike Klauke and learn how to maneuver new tax laws to make the most of your money!

Resources: Klauke Investments and Insurance Services

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The thought of retirement, like all unknowns in life, can be scary. In part two of his series on retirement planning, Mike Klauke discusses the fears pre-retirees and retirees face throughout retirement — and how to combat them.

In this episode, you will learn:

How to financially prepare so you don’t outlive your money
The importance of reviewing your Medicare coverage annually, once you qualify, to ensure it is meeting your needs
How to plan for volatility when it comes to the rising cost of living
The difference between Mike’s “go-go,” slow-go,” and “no-go” stages of retirement
Why you will spend more money than you expect in the early years of retirement

Tune in now and overcome your retirement fears with Mike Klauke!

Resources: Klauke Investments and Insurance Services | Episode4: Is Now the Time to Retire?

The Financial Heartbeat Podcast

Monthly Archives: April 2019

Episode 6 – The Biggest Tax Conundrums From the 2018 Filing Season

Episode 5 – Retirement Planning Part 2: Retirement Fears