Wealth Roadmap with Jeff & Steve
Discover the proven strategies employed by affluent individuals for wealth accumulation and preservation. Join Jeff and Steve as they engage with industry experts on topics such as investment strategies, financial planning, asset protection, tax optimization, and estate planning. Beyond the numbers, Jeff & Steve maintain an approachable, laid-back demeanor as they explore financial topics, weighing the pros and cons of various concepts and strategies.
Podcasting since 2024 • 15 episodes
Wealth Roadmap with Jeff & Steve
Latest Episodes
Ep.15: Demystifying Tax Rates: Understanding Marginal & Effective Taxes
In this episode of Wealth Roadmap Podcast, Jeff and Steve break down the essentials of tax rates to help you better understand how taxes impact your financial future. They explain the difference between marginal tax brackets and effective tax r...
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Episode 15
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26:30
Ep. 14 - Understanding Tax Loss Harvesting to Help Maximize Your Gains
By the end of this episode, we hope you will have a comprehensive understanding of tax loss harvesting and how to leverage it effectively to enhance their investment returns while minimizing tax burdens. Whether you're a DIY investor or work wi...
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Episode 14
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19:23
Ep. 13 - Decoding Phantom Gains in Mutual Funds
Description:In this episode of "Wealth Roadmap with Jeff & Steve," we delve into the intricate world of mutual funds, shining a light on a lesser-known but significant phenomenon: phantom gains. Join us as we dissect real-life examples ...
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Episode 13
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24:08
Ep. 12 - Understanding Beneficiary Basics
In this episode of "Wealth Roadmap with Jeff & Steve," we embark on a foundational exploration of beneficiaries and the crucial role they play in estate planning. Join us as we unravel the intricacies of primary and contingent beneficiaries...
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Episode 12
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16:44
