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Keep What's Yours

Jeff Zufall - Capital Advisory Group Inc.

Podcast by Jeff Zufall & Josh Gilbert

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Episodes

180 episodes

  1. 2026-10-31 Keep More Before Year-End: Roth Conversions, Charitable Giving & Retirement Taxes 51:06
  2. 2026-10-24 Inflation Is Squeezing Your Budget—How to Keep More of What You Earn 27:38
  3. 2026-10-24 Inflation Is Squeezing Your Budget—How to Keep More of What You Earn 27:38
  4. 2026-10-10 Keep More, Pay Less: Tax-Saving Strategies You May Be Missing 50:40
  5. 2026-09-26 The Year-End Money Moves That Could Save You Thousands 47:59
  6. 2026-09-12 The Tax Moves You May Be Missing 50:06
  7. 2026-09-05 Keep More, Owe Less: Tax Moves, Interest Rates & the New Rules for 2026 50:31
  8. 2026-08-22 The Retirement Tax Trap: Roth Conversions, Medicare & the New Senior Deduction 48:13
  9. 2026-08-15 Before You Make a Money Move: Know the Tax Consequences 51:11
  10. 2026-08-01 Will the Fed Raise Rates Again? Plus the Hidden Tax Changes Every Missourian Should Know 50:39
  11. 2026-07-25 Keep More of Your Money: Smart Tax Strategies That Can Save You Thousands 48:45
  12. 2026-07-18 Keep More of Your Money: Hidden Tax Deductions, New Car Tax Breaks & Retirement Planning Mistakes 52:49
  13. 2026-07-11 Trump Accounts, Roth Conversion Myths & the Interest Rates: What You Need to Know 48:32
  14. 2026-06-27 New Tax Strategies, HSAs, AI Investing & What the Fed Means for Your Financial Future 49:45
  15. 2026-06-06 The Triple Tax Advantage: HSAs, Smart Retirement Planning, and Keeping More of Your Money 46:59
  16. 2026-05-30 Tax Planning Strategies for 2026 | SECURE Act 2.0, Retirement Taxes, Capital Gains & IRS Updates 52:03
  17. 2026-05-23 Why the 30-Year Bond Yield Matters More Than You Think 48:30
  18. 2026-05-16 Inflation Surges, New Tax Breaks & Smart Ways to Keep More of Your Money 48:14
  19. 2026-05-02 How to Stop Overpaying Taxes and Keep More of Your Money in 2026 49:28
  20. 2026-04-18 Bigger Tax Refunds in 2026? What Changed—and How to Keep More Next Year 48:15
  21. 2026-04-11 Tax Season Secrets: Bigger Refunds, Hidden Credits & Missouri’s No-Tax Future? 49:25
  22. 2026-03-21 2026 Tax Season Secrets, IRS Changes, Fed Rates & Inflation Explained 52:13
  23. 2026-03-14 New Tax Code 2026: Tips, Overtime, Senior Deductions, Crypto Taxes & Missouri Tax Changes 50:56
  24. 2026-02-21 Bigger Tax Refunds in 2026? Smart Tax Strategies to Reduce Your Tax Bill Long-Term 47:11
  25. 2026-01-31 Rates, RMDs, and Reality Checks: Navigating the New Tax Season 56:02
  26. 2026-01-24 2026 Tax Season Explained: Crypto 1099-DA, IRS Delays, Bigger Refunds & Missouri Income Tax Changes 48:34
  27. 2026-01-17 Tax Season Truths: New Rules, Smarter Moves, and How to Keep More of What’s Yours 50:09
  28. 2026-01-10 How the New Tax Code Impacts Your Money in 2026 and Beyond 47:53
  29. 2026-01-03 KWY - The New Tax Playbook: How to Keep More of Your Money in 2026 48:27
  30. 2025-12-06 Year-End Tax Power Moves: Don’t Leave Money on the Table 52:04
  31. 2025-11-22 How the “Big Beautiful Bill” Changes Everything: Your Year-End Tax Playbook 46:58
  32. 2025-11-15 Year-End Tax Moves, Catch-Up Rules, and IRS Shake-Ups: What You Need to Know Before 2025 Ends 52:55
  33. 2025-10-25 Retire Smarter, Not Later: How to Keep What’s Yours in 2025 47:55
  34. 2025-10-18 Navigating the IRS Shutdown, No Tax on Tips, and the New Tax Code 49:57
  35. 2025-10-04 Overtime Exemptions, Capital Gains Strategies, and IRS Updates 51:16
  36. 2025-09-27 Government Shutdowns, Capital Gains, and RMD Strategies: Tax Planning for 2025 51:06
  37. 2025-09-20 Fed Rate Cuts, RMD Strategies, and New Tax Breaks: Your Money Moves for 2025 48:40
  38. 2025-09-13 Tax Strategy Update: New Deductions, Fed Rate Cuts, and the Big Beautiful Bill Breakdown 49:29
  39. 2025-09-06 Big Beautiful Bill Bombshells: New Tax Rules Hit Gamblers Hard While Tips Get a Break 53:03
  40. 2025-08-23 New Tax Laws, Rate Cuts, and Real Money in Your Pocket 50:57
  41. 2025-08-16 Tax Season Chaos: IRS Leadership Crisis & Your 2025 Tax Strategy 48:19
  42. 2025-08-09 Car Tax Credits, SALT Deductions, and the BLS Shake-Up 47:09
  43. 2025-08-02 Tax Law Changes You Can't Afford to Miss: Missouri Drops Capital Gains & The Big Beautiful Bill Breakdown 49:52
  44. 2025-07-26 Fed Drama, Tax Buckets, and Your $10K Investment Options: A Complete Money Makeover Guide 49:00
  45. 2025-07-19 The Big Beautiful Bill Deep Dive: IRS Cuts, Tax Traps, and Your Money's Future 48:26
  46. 2025-07-12 The Big Beautiful Bill: New Tax Laws That Could Save You Thousands in 2025 48:46
  47. 2025-06-28 Maximize Your Paycheck: Tax Strategies, Market Updates, and the New IRS Leadership 49:29
  48. 2025-06-14 IRS Budget Cuts, and Your Retirement Buckets: Essential Tax & Financial Planning Updates 42:09
  49. 2025-06-07 The Big Beautiful Bill: Tax Changes Coming Your Way and What You Need to Know 49:44
  50. 2025-05-31 Keep What’s Yours 49:25