More Money in Your Pocket

• John Ensley on Investments

  In this episode, we dive deep into: Planning for retirement: transitioning from accumulation to distributionUnderstanding Roth conversions and their tax implicationsDiversifying investments to manage risk and maximize returnsProtecting your retirement with a volatility shield"Diversification, to me, also means that we have our assets segregated into a number of different buckets. Some of those are fully taxable, some of those are tax-deferred and taxable later, some of those are not taxable." – John EnsleyAbout John Ensley:John Ensley is leading a financial planning revolution to help you take back control of your money, your lifestyle and your retirement plan. John is president of J-Ensley Financial, a registered investment adviser firm in Washington State. He holds a Chartered Financial Consultant® and National Social Security Advisor designation and is one of an elite group of highly trained Bank On Yourself® Professionals. John is passionate about helping individuals, families, and small businesses succeed financially, without taking on unnecessary risk.Connect with John Ensley:Website: https://retirewellwithjohn.com LinkedIn: https://www.linkedin.com/in/johnensley/Facebook: https://www.facebook.com/JEnsleyFinancialTwitter: https://twitter.com/johnensley Connect with Jeff:Website: https://www.hocketttax.com/Email: [email protected] Twitter: https://twitter.com/taxgamecoachFacebook: https://www.facebook.com/hocketttaxandpayrollYouTube: https://www.youtube.com/channel/UCO30L8kMHVodK8eutw1alQg/videos?view=0 LinkedIn: www.linkedin.com/in/hocketttaxInstagram: https://www.instagram.com/hocketttax/

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• What you should do before the end of the year

  In this episode, we dive deep into: End-of-year strategies to maximize tax savingsHiring your kids to save on taxesBenefits of health savings accounts and Roth IRAsAvoiding common tax penalties and misconceptions"Over the years, I have found that most people put things off until the last minute. Well, if that is you, then you only have a couple of weeks left to finish out the 2024 tax year." – Jeff HockettConnect with Jeff:Website: https://www.hocketttax.com/Email: [email protected] Twitter: https://twitter.com/taxgamecoachFacebook: https://www.facebook.com/hocketttaxandpayrollYouTube: https://www.youtube.com/channel/UCO30L8kMHVodK8eutw1alQg/videos?view=0 LinkedIn: www.linkedin.com/in/hocketttaxInstagram: https://www.instagram.com/hocketttax/

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  11:40
• IRS and State Letters

  In this episode, we dive deep into: Understanding payroll tax letters and deposit schedulesRecognizing the importance of S Corporation election lettersNavigating adjustment, audit, and penalty lettersEnsuring compliance with address change and identity verification letters"This time of year, the IRS and the state will send letters to a lot of business owners, and these letters are very important, so it is very important that you open them to see what's in there." – Jeff HockettConnect with Jeff:Website: https://www.hocketttax.com/Email: [email protected] Twitter: https://twitter.com/taxgamecoachFacebook: https://www.facebook.com/hocketttaxandpayrollYouTube: https://www.youtube.com/channel/UCO30L8kMHVodK8eutw1alQg/videos?view=0 LinkedIn: www.linkedin.com/in/hocketttaxInstagram: https://www.instagram.com/hocketttax/

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  14:42
• Do you have IRS letters?

  In this episode, we dive deep into: The importance of opening IRS lettersHow IRS systems generate letters and common issuesUnderstanding stimulus payments, tax credits, and payment adjustmentsWhy timely action on IRS correspondence matters"The IRS isn’t going to just forget about you or the issue that generated this letter in their system." – Jeff HockettConnect with Jeff:Website: https://www.hocketttax.com/Email: [email protected] Twitter: https://twitter.com/taxgamecoachFacebook: https://www.facebook.com/hocketttaxandpayrollYouTube: https://www.youtube.com/channel/UCO30L8kMHVodK8eutw1alQg/videos?view=0 LinkedIn: www.linkedin.com/in/hocketttaxInstagram: https://www.instagram.com/hocketttax/

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  9:57
• What are your Luxuries?

  In this episode, we dive deep into: The value of time and how to use it wiselyPrioritizing health as a business ownerCreating a quiet mind to reduce stress and anxietyEmbracing travel and meaningful relationships for a fulfilled life"Stop focusing on those luxuries and pay more attention to these six: your time, your health, a quiet mind, slow mornings, ability to travel, and a house full of love." – Jeff HockettConnect with Jeff:Website: https://www.hocketttax.com/Email: [email protected] Twitter: https://twitter.com/taxgamecoachFacebook: https://www.facebook.com/hocketttaxandpayrollYouTube: https://www.youtube.com/channel/UCO30L8kMHVodK8eutw1alQg/videos?view=0 LinkedIn: www.linkedin.com/in/hocketttaxInstagram: https://www.instagram.com/hocketttax/

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  11:46

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