Guaranteeing Your Retirement

Bonus Interview: Mark Steber, Chief Tax Information Officer, Jackson Hewitt

The IRS is now accepting tax returns for the 2024 tax year. As usual, the deadline to file is April 15th, but if you are thinking of procrastinating, think again! Matt McClure speaks with Mark Steber of Jackson Hewitt Tax Service about importance of filing soon, changes to tax law this year, and more things to consider.   Get more info & more episodes: https://grahamcapitaladvisors.com/ [https://grahamcapitaladvisors.com/] Connect with Us: https://grahamcapitaladvisors.com/schedule-a-meeting/ [https://grahamcapitaladvisors.com/schedule-a-meeting/] | 813-645-1233 About the show: With Graham Capital Advisors, you benefit from the counsel of our entire team. Like your own private board of directors, our team of financial advisors, insurance professionals, estate planners and an attorney review our recommendations as a group before we present them to you — so you can have the confidence that we’ve considered every angle

Bonus Episode: November is National Palliative Care Month! w/ Dr. William Logan, National Medical Director, Carelon Health Palliative Care

Guest:  Dr. William Logan, National Medical Director, Carelon Health Palliative Care November is National Palliative Care Month. Seriously ill patients often juggle many doctor visits, complicated medication schedules, and care instructions. They also experience a range of emotions that comes with navigating complex condition management. Serious illness can also affect patients financially because it's common for people with these conditions to end up in the hospital or emergency room on multiple occasions. The goal of palliative care is to improve patient well-being and provide comprehensive, wrap-around support throughout their treatment journey. And when loved ones choose palliative care, caregivers also get the help they need to take better care of themselves.   Get more info & more episodes: https://grahamcapitaladvisors.com/ [https://grahamcapitaladvisors.com/] Connect with Us: https://grahamcapitaladvisors.com/schedule-a-meeting/ [https://grahamcapitaladvisors.com/schedule-a-meeting/] | 813-645-1233 About the show: With Graham Capital Advisors, you benefit from the counsel of our entire team. Like your own private board of directors, our team of financial advisors, insurance professionals, estate planners and an attorney review our recommendations as a group before we present them to you — so you can have the confidence that we’ve considered every angle

Bonus Episode: Happy Veteran's Day w/ Guest Lindsey Streeter, Senior Vice President of Global Military Affairs at Bank of America

An estimated 180,000 service members transition to civilian life annually, according to the Department of Labor. [https://www.dol.gov/sites/dolgov/files/VETS/files/Employer-Guide-to-Hiring-Veterans-20231101.pdf] While veterans play a vital role in our communities and socie­­­­ty, they continue to face significant obstacles when entering the workforce. Matt McClure speaks with Lindsey Streeter, Senior VP of Global Military Affairs at Bank of America, about how veterans can make the transition from military to civilian life – and what employers can do to help.   Get more info & more episodes: https://grahamcapitaladvisors.com/ [https://grahamcapitaladvisors.com/] Connect with Us: https://grahamcapitaladvisors.com/schedule-a-meeting/ [https://grahamcapitaladvisors.com/schedule-a-meeting/] | 813-645-1233 About the show: With Graham Capital Advisors, you benefit from the counsel of our entire team. Like your own private board of directors, our team of financial advisors, insurance professionals, estate planners and an attorney review our recommendations as a group before we present them to you — so you can have the confidence that we’ve considered every angle

What the Election Could Mean for Your Retirement Plan

This week, David Graham and Stash Graham discuss how the markets fared in October, and what this month’s election could mean for your retirement. Plus, David talks about the three legs of your retirement “stool” and why each one is just as important as the others. And, we’ll reach into our listener mailbag to answer your questions about Social Security, investing and more.   Get more info & more episodes: https://grahamcapitaladvisors.com/ [https://grahamcapitaladvisors.com/] Connect with Us: https://grahamcapitaladvisors.com/schedule-a-meeting/ [https://grahamcapitaladvisors.com/schedule-a-meeting/] | 813-645-1233 About the show: With Graham Capital Advisors, you benefit from the counsel of our entire team. Like your own private board of directors, our team of financial advisors, insurance professionals, estate planners and an attorney review our recommendations as a group before we present them to you — so you can have the confidence that we’ve considered every angle

Social Security, Inflation and the 2024 Election

This week, David discusses inflation and how the Social Security Administration is increasing benefits in its annual attempt to keep up with rising costs. Plus, Stash Graham has his weekly market update as the contentious 2024 election draws closer. And David answers more listener questions as we open up our mailbag. Get more info & more episodes: https://grahamcapitaladvisors.com/ [https://grahamcapitaladvisors.com/] Connect with Us: https://grahamcapitaladvisors.com/schedule-a-meeting/ [https://grahamcapitaladvisors.com/schedule-a-meeting/] | 813-645-1233 About the show: With Graham Capital Advisors, you benefit from the counsel of our entire team. Like your own private board of directors, our team of financial advisors, insurance professionals, estate planners and an attorney review our recommendations as a group before we present them to you — so you can have the confidence that we’ve considered every angle