Money Concepts Radio

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Money Concepts - The Planning Firm presents Money Concepts Radio - short financial planning segments designed to bring clarity to the often confusing waters of the financial world.

Thomas De Jong


    • May 11, 2021 LATEST EPISODE
    • weekdays NEW EPISODES
    • 4m AVG DURATION
    • 156 EPISODES


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    Latest episodes from Money Concepts Radio

    Financial Stories #12: Summary

    Play Episode Listen Later May 11, 2021 3:41


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.   Host: Thomas De Jong, M.S.   Download the entire series: https://theplanningfirm.egnyte.com/dl/XKZEXstDVC Download the series transcript: https://theplanningfirm.egnyte.com/dl/gHnQhv8Z1w  All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM 

    ia tm sioux center money concepts radio
    Financial Stories #11: The widow in early 90s

    Play Episode Listen Later May 6, 2021 4:29


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.   Host: Thomas De Jong, M.S.   Download the entire series: https://theplanningfirm.egnyte.com/dl/XKZEXstDVC Download the series transcript: https://theplanningfirm.egnyte.com/dl/gHnQhv8Z1w  All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM 

    ia tm sioux center money concepts radio
    Financial Stories #10: The family in early 80s

    Play Episode Listen Later May 4, 2021 4:29


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.   Host: Thomas De Jong, M.S.   Download the entire series: https://theplanningfirm.egnyte.com/dl/XKZEXstDVC Download the series transcript: https://theplanningfirm.egnyte.com/dl/gHnQhv8Z1w  All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM 

    ia tm sioux center money concepts radio
    Financial Stories #9: The family in early 70s

    Play Episode Listen Later Apr 29, 2021 5:12


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.   Host: Thomas De Jong, M.S.   Download the entire series: https://theplanningfirm.egnyte.com/dl/XKZEXstDVC Download the series transcript: https://theplanningfirm.egnyte.com/dl/gHnQhv8Z1w  All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM 

    ia tm sioux center money concepts radio
    Financial Stories #8: The family nearing retirement

    Play Episode Listen Later Apr 27, 2021 4:19


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.   Host: Thomas De Jong, M.S.   Download the entire series: https://theplanningfirm.egnyte.com/dl/XKZEXstDVC Download the series transcript: https://theplanningfirm.egnyte.com/dl/gHnQhv8Z1w  All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM 

    ia tm sioux center money concepts radio
    Financial Stories #7: The family with adult children (empty-nesters)

    Play Episode Listen Later Apr 22, 2021 4:32


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.   Host: Thomas De Jong, M.S.   Download the entire series: https://theplanningfirm.egnyte.com/dl/XKZEXstDVC Download the series transcript: https://theplanningfirm.egnyte.com/dl/gHnQhv8Z1w  All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM 

    ia tm sioux center money concepts radio
    Financial Stories #6: The seasoned small business owner

    Play Episode Listen Later Apr 20, 2021 4:31


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.   Host: Thomas De Jong, M.S.   Download the entire series: https://theplanningfirm.egnyte.com/dl/XKZEXstDVC Download the series transcript: https://theplanningfirm.egnyte.com/dl/gHnQhv8Z1w  All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM 

    ia tm sioux center money concepts radio
    Financial Stories #5: The young small business owner

    Play Episode Listen Later Apr 15, 2021 4:38


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.   Host: Thomas De Jong, M.S.   Download the entire series: https://theplanningfirm.egnyte.com/dl/XKZEXstDVC Download the series transcript: https://theplanningfirm.egnyte.com/dl/gHnQhv8Z1w  All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM 

    ia tm sioux center money concepts radio
    Financial Stories #4: The farming family

    Play Episode Listen Later Apr 13, 2021 4:33


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.   Host: Thomas De Jong, M.S.   Download the entire series: https://theplanningfirm.egnyte.com/dl/XKZEXstDVC Download the series transcript: https://theplanningfirm.egnyte.com/dl/gHnQhv8Z1w  All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM 

    ia tm sioux center money concepts radio
    Financial Stories #3: The middle-class family in their 40s

    Play Episode Listen Later Apr 8, 2021 4:36


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.   Host: Thomas De Jong, M.S.   Download the entire series: https://theplanningfirm.egnyte.com/dl/XKZEXstDVC Download the series transcript: https://theplanningfirm.egnyte.com/dl/gHnQhv8Z1w  All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM 

    ia tm sioux center money concepts radio
    Financial Stories #2: How planning saves time, stress, and money

    Play Episode Listen Later Apr 6, 2021 4:54


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.   Host: Thomas De Jong, M.S.   Download the entire series: https://theplanningfirm.egnyte.com/dl/XKZEXstDVC Download the series transcript: https://theplanningfirm.egnyte.com/dl/gHnQhv8Z1w  All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM 

    ia tm sioux center money concepts radio
    Financial Stories #1: The "financial planning is expensive" myth

    Play Episode Listen Later Apr 1, 2021 3:59


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.   Host: Thomas De Jong, M.S.   Download the entire series: https://theplanningfirm.egnyte.com/dl/XKZEXstDVC Download the series transcript: https://theplanningfirm.egnyte.com/dl/gHnQhv8Z1w  All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM 

    ia tm sioux center money concepts radio
    Market Mania #5: Personal lessons learned (so far)

    Play Episode Listen Later Mar 18, 2021 3:54


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.   Host: Thomas De Jong, M.S.   Download the entire series: https://theplanningfirm.egnyte.com/dl/JR0UwxvGNC  Download the series transcript: https://theplanningfirm.egnyte.com/dl/fm57uhnu4B  All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM 

    ia tm sioux center money concepts radio
    Market Mania #4: What happens next?

    Play Episode Listen Later Mar 16, 2021 3:59


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.   Host: Thomas De Jong, M.S.   Download the entire series: https://theplanningfirm.egnyte.com/dl/JR0UwxvGNC  Download the series transcript: https://theplanningfirm.egnyte.com/dl/fm57uhnu4B  All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM 

    ia tm sioux center money concepts radio
    Market Mania #3: What is Reddit and who are Reddit investors?

    Play Episode Listen Later Mar 11, 2021 3:37


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.   Host: Thomas De Jong, M.S.   Download the entire series: https://theplanningfirm.egnyte.com/dl/JR0UwxvGNC  Download the series transcript: https://theplanningfirm.egnyte.com/dl/fm57uhnu4B  All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM 

    ia tm sioux center money concepts radio
    Market Mania #2: Hedge funds

    Play Episode Listen Later Mar 9, 2021 4:25


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.   Host: Thomas De Jong, M.S.   Download the entire series: https://theplanningfirm.egnyte.com/dl/JR0UwxvGNC  Download the series transcript: https://theplanningfirm.egnyte.com/dl/fm57uhnu4B  All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM 

    ia tm sioux center money concepts radio
    Market Mania #1: What you need to know about GameStop & Reddit

    Play Episode Listen Later Mar 2, 2021 4:28


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.   Host: Thomas De Jong, M.S.   Download the entire series: https://theplanningfirm.egnyte.com/dl/JR0UwxvGNC  Download the series transcript: https://theplanningfirm.egnyte.com/dl/fm57uhnu4B  All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM 

    ia tm sioux center money concepts radio
    Saving For College #10: Summary

    Play Episode Listen Later Feb 18, 2021 3:28


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.   Host: Thomas De Jong, M.S.   Download the entire series: https://theplanningfirm.egnyte.com/dl/1eERgKsLCZ Download the series transcript: https://theplanningfirm.egnyte.com/dl/c0B7M5t9ur All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    ia tm sioux center money concepts radio
    Saving For College #9: Mortgages, investments, and other options

    Play Episode Listen Later Feb 16, 2021 3:45


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.   Host: Thomas De Jong, M.S.   Download the entire series: https://theplanningfirm.egnyte.com/dl/1eERgKsLCZ Download the series transcript: https://theplanningfirm.egnyte.com/dl/c0B7M5t9ur All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    ia tm sioux center money concepts radio
    Saving For College #8: Series EE bonds

    Play Episode Listen Later Feb 9, 2021 3:34


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.   Host: Thomas De Jong, M.S.   Download the entire series: https://theplanningfirm.egnyte.com/dl/1eERgKsLCZ Download the series transcript: https://theplanningfirm.egnyte.com/dl/c0B7M5t9ur All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    ia tm sioux center money concepts radio
    Saving For College #7: Life insurance

    Play Episode Listen Later Feb 4, 2021 4:26


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Links for downloading the entire series will be available after the series has finished airing.All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    ia tm sioux center money concepts radio
    Saving For College #6: Roth IRAs

    Play Episode Listen Later Feb 2, 2021 4:47


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Links for downloading the entire series will be available after the series has finished airing.All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    ia tm sioux center money concepts radio
    Saving For College #5: Coverdell Education Savings Accounts (ESAs)

    Play Episode Listen Later Jan 28, 2021 3:56


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Links for downloading the entire series will be available after the series has finished airing.All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    ia tm sioux center money concepts radio
    Saving For College #4: 529 college savings plans - part 2

    Play Episode Listen Later Jan 26, 2021 4:06


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Links for downloading the entire series will be available after the series has finished airing.All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    ia tm sioux center money concepts radio
    Saving For College #3: 529 college savings plans - part 1

    Play Episode Listen Later Jan 21, 2021 5:04


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Links for downloading the entire series will be available after the series has finished airing.All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    ia tm sioux center money concepts radio
    Saving For College #2: Costs and parental support

    Play Episode Listen Later Jan 14, 2021 4:41


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Links for downloading the entire series will be available after the series has finished airing.All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    ia tm sioux center money concepts radio
    Saving For College #1: Getting started

    Play Episode Listen Later Jan 12, 2021 4:11


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Links for downloading the entire series will be available after the series has finished airing.All securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    ia tm sioux center money concepts radio
    Year-end Tax Tips #9: New stimulus package

    Play Episode Listen Later Jan 5, 2021 4:40


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Download the entire series: https://theplanningfirm.egnyte.com/dl/E2IoFPFCRtDownload the series transcript: https://theplanningfirm.egnyte.com/dl/tTiaX6msxnAll securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    ia tm sioux center money concepts radio
    Year-end Tax Tips #8: Retirement, HSA, and 529 contributions

    Play Episode Listen Later Dec 22, 2020 3:46


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Download the entire series: https://theplanningfirm.egnyte.com/dl/E2IoFPFCRtDownload the series transcript: https://theplanningfirm.egnyte.com/dl/tTiaX6msxnAll securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    ia tm sioux center money concepts radio
    Year-end Tax Tips #7: Bunching deductions

    Play Episode Listen Later Dec 17, 2020 5:19


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Download the entire series: https://theplanningfirm.egnyte.com/dl/E2IoFPFCRtDownload the series transcript: https://theplanningfirm.egnyte.com/dl/tTiaX6msxnAll securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    ia tm sioux center money concepts radio
    Year-end Tax Tips #6: One-time opportunities for 2020

    Play Episode Listen Later Dec 15, 2020 5:05


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Download the entire series: https://theplanningfirm.egnyte.com/dl/E2IoFPFCRtDownload the series transcript: https://theplanningfirm.egnyte.com/dl/tTiaX6msxnAll securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    ia tm sioux center money concepts radio
    Year-end Tax Tips #5: Taking more than the required minimum distribution (RMD)

    Play Episode Listen Later Dec 3, 2020 4:19


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Download the entire series: https://theplanningfirm.egnyte.com/dl/E2IoFPFCRtDownload the series transcript: https://theplanningfirm.egnyte.com/dl/tTiaX6msxnAll securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    ia tm sioux center money concepts radio
    Year-end Tax Tips #4: Harvesting losses

    Play Episode Listen Later Nov 24, 2020 3:22


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Download the entire series: https://theplanningfirm.egnyte.com/dl/E2IoFPFCRtDownload the series transcript: https://theplanningfirm.egnyte.com/dl/tTiaX6msxnAll securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    ia tm sioux center money concepts radio
    Year-end Tax Tips #3: Harvesting gains

    Play Episode Listen Later Nov 19, 2020 3:17


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Download the entire series: https://theplanningfirm.egnyte.com/dl/E2IoFPFCRtDownload the series transcript: https://theplanningfirm.egnyte.com/dl/tTiaX6msxnAll securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    ia tm sioux center money concepts radio
    Year-end Tax Tips #2: Deferring or accelerating income or expenses

    Play Episode Listen Later Nov 17, 2020 4:25


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Download the entire series: https://theplanningfirm.egnyte.com/dl/E2IoFPFCRtDownload the series transcript: https://theplanningfirm.egnyte.com/dl/tTiaX6msxnAll securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    ia tm sioux center money concepts radio
    Year-end Tax Tips #1: Know what has changed and watch the election results

    Play Episode Listen Later Nov 12, 2020 3:12


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Download the entire series: https://theplanningfirm.egnyte.com/dl/E2IoFPFCRtDownload the series transcript: https://theplanningfirm.egnyte.com/dl/tTiaX6msxnAll securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    ia tm sioux center money concepts radio
    SECURE Act #11: Summary

    Play Episode Listen Later Oct 30, 2020 4:07


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDrDownload the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1HgAll securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    ia tm sioux center money concepts radio
    SECURE Act #10: New uses for 529 college savings plans

    Play Episode Listen Later Oct 28, 2020 4:18


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDrDownload the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1HgAll securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    ia tm sioux center money concepts radio
    SECURE Act #9: Qualified birth or adoption distributions (QBOADs)

    Play Episode Listen Later Oct 21, 2020 3:51


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDrDownload the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1HgAll securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    ia tm sioux center money concepts radio
    SECURE Act #8: Estate planning opportunities for retirement accounts

    Play Episode Listen Later Oct 16, 2020 5:11


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDrDownload the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1HgAll securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    ia tm sioux center money concepts radio
    SECURE Act #7: Proactive strategies to mitigate new inherited IRA rules

    Play Episode Listen Later Oct 14, 2020 4:40


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDrDownload the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1HgAll securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    ia tm sioux center money concepts radio
    SECURE Act #6: New inherited IRA planning opportunities

    Play Episode Listen Later Oct 9, 2020 5:08


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDrDownload the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1HgAll securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    ia tm sioux center money concepts radio
    SECURE Act #5: Drastic changes to inherited retirement accounts

    Play Episode Listen Later Sep 25, 2020 4:07


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDrDownload the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1HgAll securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    ia tm sioux center money concepts radio
    SECURE Act #4: Changes to employer retirement plans

    Play Episode Listen Later Sep 18, 2020 3:48


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDrDownload the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1HgAll securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    ia tm sioux center money concepts radio
    SECURE Act #3: Removal of age restriction for Traditional IRA contributions

    Play Episode Listen Later Sep 16, 2020 4:25


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDrDownload the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1HgAll securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    ia tm sioux center money concepts radio
    SECURE Act #2: Required Minimum Distribution (RMD) age moved to 72

    Play Episode Listen Later Sep 11, 2020 3:57


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDrDownload the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1HgAll securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    ia tm sioux center money concepts radio
    SECURE Act #1: Introduction

    Play Episode Listen Later Sep 8, 2020 4:01


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDrDownload the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1HgAll securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  

    ia tm sioux center money concepts radio
    Purpose-driven Finances: Summary and perspective

    Play Episode Listen Later Aug 25, 2020 3:35


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Download the entire series: https://theplanningfirm.egnyte.com/dl/wHoNTvu1AzDownload the series transcript: https://theplanningfirm.egnyte.com/dl/IovzarBwSiAll securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  www.ThePlanningFirm.com  |  www.linkedin.com/in/ThePlanningFirm  |  www.facebook.com/ThePlanningFirm  

    ia tm sioux center money concepts radio
    Purpose-driven Finances Priority #10: Live on the rest

    Play Episode Listen Later Aug 20, 2020 4:45


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Download the entire series: https://theplanningfirm.egnyte.com/dl/wHoNTvu1AzDownload the series transcript: https://theplanningfirm.egnyte.com/dl/IovzarBwSiAll securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  www.ThePlanningFirm.com  |  www.linkedin.com/in/ThePlanningFirm  |  www.facebook.com/ThePlanningFirm  

    ia tm sioux center money concepts radio
    Purpose-driven Finances Priority #9: Pay down the mortgage

    Play Episode Listen Later Aug 18, 2020 4:13


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Download the entire series: https://theplanningfirm.egnyte.com/dl/wHoNTvu1AzDownload the series transcript: https://theplanningfirm.egnyte.com/dl/IovzarBwSiAll securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  www.ThePlanningFirm.com  |  www.linkedin.com/in/ThePlanningFirm  |  www.facebook.com/ThePlanningFirm  

    ia tm sioux center money concepts radio
    Purpose-driven Finances Priority #8: Save for future goals

    Play Episode Listen Later Aug 11, 2020 3:29


    Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA.  The following is not to be construed as tax or legal advice.  Host: Thomas De Jong, M.S.  Download the entire series: https://theplanningfirm.egnyte.com/dl/wHoNTvu1AzDownload the series transcript: https://theplanningfirm.egnyte.com/dl/IovzarBwSiAll securities through Money Concepts Capital Corp.  Member FINRA/SIPC.  Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM  www.ThePlanningFirm.com  |  www.linkedin.com/in/ThePlanningFirm  |  www.facebook.com/ThePlanningFirm  

    ia tm sioux center money concepts radio

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