Thoughts On Money [TOM]

Thoughts On Money [TOM]

Episodes

Jun 2025 — Jul 2025

Write Off the Sunset: Planning Around the OBBBA

Jul 25, 2025 • 43 minutes

Write Off the Sunset: Planning Around the OBBBA

Navigating the New Tax Landscape with Matt Gregory

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T.O.E. (Thoughts On Expenses)

Jul 18, 2025 • 42 minutes

T.O.E. (Thoughts On Expenses)

Mastering Your Finances: The Importance of Understanding Expenses

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Cautiously Pessimistic

Jul 11, 2025 • 51 minutes

Cautiously Pessimistic

Cautiously Pessimistic – Navigating Investment Expectations

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Mid-Year Money Check-In

Jun 27, 2025 • 37 minutes

Mid-Year Money Check-In

Midyear Money Check-in: Financial Hygiene and Strategic Planning

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Roth Conversion Tax Traps

Jun 20, 2025 • 27 minutes

Roth Conversion Tax Traps

Understanding Roth Conversion Tax Traps: Key Considerations and Strategies

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Why You Need to Understand Duration

Jun 13, 2025 • 39 minutes

Why You Need to Understand Duration

Understanding Duration: Impact on Bond Investment Strategies

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Overwhelmed By Options

Jun 6, 2025 • 36 minutes

Overwhelmed By Options

Understanding Options: Income Strategies and Market Mitigation

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