From the monthly archives:

March 2010

The Dark Side of Dave Ramsey’s Baby Steps

by Derek Sisterhen on March 30, 2010

Yes, if you’re getting legalistic with them, they won’t work for you.

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098 Past Due – The Tax Man Cometh

by Derek Sisterhen on March 27, 2010

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Past Due: Radio 098 – The Tax Man Cometh

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CPA and Lukas Coaching Trusted Partner Tom Alfieri dropped by to talk about solid tax management.  Taxes are about as fun as watching paint dry, but for many of the folks I meet, a lack of understand tax basics is very costly.

Tom explained the differences between deductions and credits, and even shed light on some of the relevant credits available from the American Recovery and Reinvestment Act of 2009.

We also discussed the tax issues surrounding settled debts and Roth IRA rollovers.

Today’s Mentionables:

Tom Alfieri, CPA – Tom’s website

The original 1913 Tax Form – This beauty was only a few pages long 97 years ago; my, how the times have changed!

Tax Withholding Calculator – This calculator will help you determine how much you’ll owe or be refunded; great tool for planning throughout the year.

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Fingers Crossed at Tax Time

by Derek Sisterhen on March 23, 2010

Tax time is upon us once again; aren’t you excited? Many of us don’t understand why we get refunds or owe the IRS each April.  An easy-to-use calculator will help you get off the tax roller coaster.

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097 Past Due – Please, Don’t Take My Advice!

by Derek Sisterhen on March 20, 2010

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Past Due: Radio 097 – Please, Don’t Take My Advice!

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Today I took some listener questions and even shared that this show got me out of a yard sale at home!  Yard sales are a great example of simple economics in action; they’re also a great way to dump junk and make some quick cash.

Linda in North Carolina had a question about saving money on a monthly basis.  She’s having a difficult time keeping money in a savings account when expenses come up throughout the month.

Chris in Miami, Florida asked about how I work with clients that seek me out for financial coaching.  He wanted to know how long I work with clients and what I do if they don’t take my advice.

Today’s Mentionables:

CoachRadio.tv Episode 009 – Dealing with Clients who Don’t Do the Work

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096 Past Due – Mistakes Average Investors Make

March 13, 2010

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Past Due: Radio 096 – Mistakes Average Investors Make

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Asset Manager Chris Blais joined me again this week to talk about the common mistakes that investors make.  Chris also shared some of the [...]

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095 Past Due – Average Investors in a Topsy-turvy World

March 6, 2010

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Past Due: Radio 095 – Average Investors in a Topsy-turvy World

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Chris Blais of True North Financial joined in today to talk about sound investment strategies for “Joe the Investor” in a post-Great [...]

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