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Uncover the secrets to protecting your finances with insights from John Juzbasich, AFSP, now sharing his wisdom as part of National Tax Security Awareness Week. Each year, billions of dollars are lost to tax scams, a grim reality that affects countless individuals, especially vulnerable groups like the elderly. In this episode, John enlightens us on how criminals exploit tax systems and provides essential strategies to shield yourself and your loved ones from becoming victims of refund fraud.

The holiday season is a notorious time for scams to flourish, and in this episode, we don’t just highlight the problem—we offer solutions. Learn to recognize the tactics scammers use, from impersonating IRS agents to crafting deceptive emails. We discuss the risks tied to oversharing on social media and the art of social engineering that scammers masterfully manipulate. Gain practical advice on maintaining your online security, such as identifying secure shopping websites, using strong passwords, and avoiding the traps of public Wi-Fi.

We’re thrilled to announce the launch of Gamma Tax Navigators for the 2024 tax year, an innovative move by Gamma Wealth Management to integrate tax compliance into our comprehensive financial services. With John’s expertise in business consulting, we are poised to deliver a seamless client experience. We’re committed to security, having implemented rigorous measures to safeguard client information. Additionally, we provide updates on legislative changes like the pause of the beneficial ownership requirement, ensuring you’re always informed with the latest in tax regulations. Join us as we embark on this exciting journey of financial empowerment and protection.

Season 1 Music is Freethrow by Timothy Infinite
Season 2 Music is Unwind by Dream Cave

The content presented and discussed is purely intended to be general and educational in nature, and should not be construed as specifically-tailored investment, financial planning, tax, legal, psychological diagnosis, or other professional advice. Any data cited is valid as of the date of presentation, but please know that such data (e.g., tax rates, brackets, and other rules) are frequently subject to change. Any investment performance referenced is purely past performance, which is no guarantee of any future performance. Nothing contained in this course should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. All investment, tax, and financial planning strategies involve risk that you should be prepared to bear. Investment, financial planning, tax, legal, and other professional advice is specific to each individual and entity, and you are highly encouraged to consult with professionals of your choosing before taking any action based on the contents presented or discussed herein.

Gamma Wealth Management (“GWM”) is a registered investment advisor offering advisory services in the State(s) of Maryland and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet...

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Join us on a transformative journey through the evolving world of retirement planning with Ricky Taylor, Director of Retirement Planning at CEP Consultants. From his beginnings at Prudential to mastering the art of employer-sponsored retirement plans, Ricky shares the pivotal shifts from generic solutions to sophisticated strategies that take age and tenure into account. Discover the intricacies of new comparability profit-sharing plans, which offer personalized benefits for business owners and key employees while catering to the entire workforce. As changes loom over Social Security, Ricky underscores the critical need for strategic planning to secure and sustain financial futures.

Our conversation illuminates the powerful role of financial advisors in shaping balanced investment portfolios and why understanding your investment philosophy matters more than chasing volatile market trends. We delve into the educational aspects of asset allocation and recent legislative innovations like the Secure 2.0 Act, which revolutionizes how young professionals balance debt and retirement planning. With tax incentives for retirement plans and student loan-matching contributions, the landscape is changing. This episode is a treasure trove of insights for anyone looking to navigate the complex but rewarding world of financial and retirement planning.

Season 1 Music is Freethrow by Timothy Infinite
Season 2 Music is Unwind by Dream Cave

The content presented and discussed is purely intended to be general and educational in nature, and should not be construed as specifically-tailored investment, financial planning, tax, legal, psychological diagnosis, or other professional advice. Any data cited is valid as of the date of presentation, but please know that such data (e.g., tax rates, brackets, and other rules) are frequently subject to change. Any investment performance referenced is purely past performance, which is no guarantee of any future performance. Nothing contained in this course should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. All investment, tax, and financial planning strategies involve risk that you should be prepared to bear. Investment, financial planning, tax, legal, and other professional advice is specific to each individual and entity, and you are highly encouraged to consult with professionals of your choosing before taking any action based on the contents presented or discussed herein.

Gamma Wealth Management (“GWM”) is a registered investment advisor offering advisory services in the State(s) of Maryland and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet...

Send us a text

Can we really redefine success for young adults beyond the age of 18? Join us as Dr. Abby Durkin and financial advisor Manny Henson tackle this critical question alongside us. Together, we explore the emotional and financial struggles families face when young adults transition to college or the workforce. With rising tuition costs and mounting student loans, the norm of achieving independence at 18 is increasingly under scrutiny. Dr. Durkin challenges outdated cultural expectations, highlighting the emotional toll on both parents and children, and the importance of fostering resilience and financial literacy for a smoother transition.

Ever wondered how to manage the return of adult children to the family home without compromising their journey towards independence? This episode is packed with practical strategies from Manny Henson, who shares expert insights on how families can establish new household rules and navigate the complexities of today's economic landscape. We delve into the importance of open communication, setting boundaries, and adapting parenting approaches to support young adults as they carve out their new roles and responsibilities. The goal? To maintain healthy family dynamics while empowering our children to thrive.

Financial preparedness is a cornerstone of the discussion, as we dissect the nuances of college finances and investment strategies. We address the evolving job market, the significance of making strategic educational decisions, and the critical need for realistic financial planning. Our conversation wraps up with an extensive guide to maximizing 401k investments, providing tips on avoiding tax penalties, and maintaining a balanced investment approach. Remember, the advice shared is educational, not personalized, so always consider consulting a professional for your specific financial situation. This episode is a treasure trove of wisdom for navigating the financial and emotional journey of guiding young adults to independence.

Season 1 Music is Freethrow by Timothy Infinite
Season 2 Music is Unwind by Dream Cave

The content presented and discussed is purely intended to be general and educational in nature, and should not be construed as specifically-tailored investment, financial planning, tax, legal, psychological diagnosis, or other professional advice. Any data cited is valid as of the date of presentation, but please know that such data (e.g., tax rates, brackets, and other rules) are frequently subject to change. Any investment performance referenced is purely past performance, which is no guarantee of any future performance. Nothing contained in this course should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. All investment, tax, and financial planning strategies involve risk that you should be prepared to bear. Investment, financial planning, tax, legal, and other professional advice is specific to each individual and entity, and you are highly encouraged to consult with professionals of your choosing before taking any action based on the contents presented or discussed herein.

Gamma Wealth Management (“GWM”) is a registered investment advisor offering advisory services in the State(s) of Maryland and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet...