Your Legacy Isn’t Just What is Left Over

The Tax Hangover

Tax season may be over, but the best tax planning actually starts now. In this episode, the team at Iron Horse Financial and Simmons and Simmons tax and accounting discuss the key financial and tax moves individuals and retirees should consider immediately after filing their return to potentially reduce taxes next year. We break down proactive strategies involving retirement accounts, Roth conversions, investment taxation, charitable giving, income planning, and how to avoid costly surprises before next April. We’ll also discuss why financial advisors, CPAs, and legal professionals should work together to create a more coordinated financial plan. If you want to stop reacting to taxes and start planning ahead with purpose, this episode is for you.

Tariffs, Gold, Bitcoin, and the Market Outlook: What It All Means for Your Portfolio

In this episode of Fly on the Wall Finance, Jaime Malm sits down with Gradient Investments Senior Portfolio Manager Keith Gangl, CFA to break down the forces shaping today’s investment environment. They discuss the recent Supreme Court ruling on tariffs and what it could mean for global trade, inflation, and U.S. markets. Keith also shares his perspective on the role of gold and silver in today’s portfolios, and the future of Bitcoin as an alternative asset. If you’re wondering how these major macro developments could impact portfolios in 2026 and beyond, this episode delivers practical insights advisors can use in client conversations right now.

Your Legacy Isn’t Just What is Left Over

Most people discover too late that the government has its own plan for their retirement savings. And their kids pay the price. In this episode we discuss how to turn tax surprises into tax smart strategy so you keep control of what you earned and preserve the impact you want to make. Tune in and learn how to protect your family from costly mistakes.

The 2026 Retirement Rule Changes

Big changes are coming for IRAs, 401k plans, HSAs and Social Security in 2026. In this episode, we talk through what is changing, who will be affected and how to prepare so your retirement stays on track. We help break it all down with practical questions and real life examples. A timely and actionable episode for anyone who wants to stay ahead of the curve.

Cockroaches and Credit Concerns

Headlines about fraud and bankruptcies among sub prime lenders have stirred flashbacks to the 2008 housing crisis, but are we really in a similar situation? In this episode, we discuss why a quote about cockroaches has stirred headlines and is causing concerns for everyday investors.