Donor Advised Funds – How to Save on Taxes

In what will be the last Random Gleanings episode of October, Chris and Jesse stay on theme to their Planning Month initiative of encouraging planning through the example of ways it may help you meet your goals in a more tax-efficient way. This week’s episode covered the idea of “Gift Bunching” through the use of…

Roth Conversions: How Future Tax Brackets Might Impact?

In honor of October being Financial Planning Month, Jesse Hansford and Chris Beard (both CFP® Professionals), dedicate the first half of the episode sharing thoughts on why a Roth Conversion may make sense for you to consider – especially before the end of 2025! Following this, they discuss the topics that caught their eye through…

Seasonality: How Has Fall Affected the Stock Market?

This week on Random Gleanings, Chris Beard & Jesse Hansford suggest some ways to “celebrate” Financial Planning Month (October) and offer some historical perspective on why investors may be eager to welcome the shift from Summer to Autumn for reasons beyond the beautiful weather and colorful leaves. Chapters: 0:00 – Intro 0:16 – PLANNING –…

The Money Date

This week’s Random Gleanings has Jesse Hansford & Chris Beard talking the virtues of scheduling a “Money Date” with your significant other, taking a new look at the challenges for Banks, and discussing the UAW Strike before sharing some thoughts on what’s been keeping us entertained via the streaming services. Let us know if you…

50/30/20 Rule

In this month’s A$AP, Chris & Kelly talk about using the 50/30/20 Rule to help with your budgeting. #budgeting #saving #savingmoney

Can’t Afford a Raise? 401(k) Max for Less Tax

This week on Random Gleanings Chris Beard and Jesse Hansford talk 401(k)s, Housing, Oil, and Centenarians… and somehow it all comes together in a cohesive and informative conversation we think you might learn something and hope you’ll enjoy! Get more thoughtful content from the PP&W team by hitting SUBSCRIBE! Hit the Like Button and share…

Scary September or Better than Expected?

This week on Random Gleanings, Jesse Hansford & Chris Beard take another swing at sharing a planning topic, discussing some current market fodder, and sharing a recommendation or two in an effort to educate, inform and entertain, you our faithful viewer. For Planning this week, the guys tackle rule changes announced (and already delayed) for…