The Money Club

David Belisle tackles the third of four parts on taxes in retirement. David explains how keeping money in tax-deferred retirement plans gives the IRS more control of one’s retirement. He discusses th…

David Belisle discusses how increased taxes in retirement could be an even worse problem in the future. David discusses the reasons, including the national debt, certain bills that could expire, RMDs…

David Belisle discusses the types of retirement accounts that can lead to major tax implications in retirement. David describes how this problem is only getting worse over time and how the national d…

David Belisle talks about tax efficiency. David explains the thresholds within the standard deduction and taxable income that can lead to someone potentially (and legally) paying zero federal income …

David Belisle talks about the questions people should consider when planning their lifestyle in their retirement years. David defines this process and shares what calculations and tools he and his Pa…

David Belisle discusses the roller coaster that is happening in the stock market and why people’s best decisions are not made when they are freaking out. David shares how this is the first down marke…

David Belisle discusses how converting traditional retirement accounts to Roth accounts the wrong way can negate their benefits. David shares how mistakes can hurt someone’s tax bracket (and increase…

David Belisle talks about the intersection of taxes and investments this tax season. David outlines three areas where people can end up paying more taxes on their investments than they expect – inter…

David Belisle discusses a lesser-known financial tactic: structured notes. David defines the two types – income note and growth note – and how they work. He also explains how they can gain value whet…

David Belisle talks annuities, including why they have such a bad rap. David defines what annuities are and the different types. He also explains the many pros of having annuities – protected against…

David Belisle discusses inflation for retirees. David describes how inflation can be handled like a tax and how certain retirement counts are not the best for handling inflation. David explains how P…

In this episode of The Money Club Podcast, David Belisle discusses the importance of tax planning, especially for retirees. They emphasize the difference between tax preparation and tax planning, hig…

In this episode of The Money Club podcast, David Belisle discusses the current financial landscape as it relates to the recent presidential election and the upcoming tax season. They explore the impl…

David Belisle discusses his definition of good debt (mortgages, business expansion) and bad debt (student loans and credit cards). David explains what “leveraging debt” means and why paying a mortgag…

David Belisle defines what investment advisors and retirement planners do and why both should have influences on a person’s assets. David explains how Paramount Financial does both and the things tha…

In this episode of The Money Club, David Belisle delves into the complexities of Required Minimum Distributions (RMDs) and their implications for retirement planning. David shares his personal journe…

In this episode of The Money Club, David Belisle discusses the intricacies of retirement planning, focusing on the differences between qualified and non-qualified money. He explores how understanding…

David shares his background and journey to becoming a financial professional. He discusses his childhood dream of becoming a stuntman, his early entrepreneurial ventures, and his experience in real e…

David discusses the emotional impact of stock market fluctuations and how it affects retirement planning. He addresses the misleading headlines and clickbait tactics used by the media to grab attenti…

David discusses retirement accounts, specifically focusing on the 401k. He explains how a 401k works, the benefits of contributing to one, and the different ways to withdraw from it.

David makes th…