Dad Cents: Recent Episodes
Jason Fuchs
Dad Cents is a show for family men and women. We're all about family, fun, and finance! On this show, you're going to hear unscripted conversations with folks who are committed to succeeding at home, at work, and staying finically healthy. We release a new episode every three weeks on Tuesday.
What would you say if we told you that life insurance isn't just for the married-with-kids demographic? That's right - it's time to debunk some common misconceptions about life insurance, whether you're single, hitched without kids, or simply under the impression that it's too expensive. We can't emphasize enough how crucial this financial tool is, not only as a means to leave a legacy or settle debts but also to extend support to your favorite charities posthumously. There's always a policy out there, tailored to fit your budget and unique requirements.
But don't worry, it's not all serious business here at Dad's Sense. We'll also keep you entertained with our attempts at humor that even a four-year-old can appreciate. So join us, learn a little, laugh a little, and let's empower your finances together.
Have you ever wondered how to safeguard your college-bound teen's finances? Then buckle up because we are about to take you on an amusing yet enlightening journey where we share our secrets on risk management and asset protection. Get ready for a good laugh as we recount the time our daughter Jules pulled a fast one with a brownie joke and the story of my own misadventure involving a parachute and month-long recovery.
Shifting gears, we'll delve into the often-overlooked realm of insurance for college students. There's more to it than health insurance. But the buck doesn't stop there. We're talking car insurance, accident insurance, and more - all the safety nets your child needs while away from home.
Last but certainly not least, we're laying out the essentials of renters insurance, electronics insurance, and even identity theft insurance. If you're scratching your head wondering whether your student is already covered or if it's time to whip out your checkbook for additional insurance, fear not. We're here to help you navigate these tricky waters.
This is one episode you don't want to miss! So, kick back, tune in, and make your child's college journey a little less nerve-wracking, one insurance policy at a time!
Feeling the downturn of the Dow, Nasdaq, and S&P? Curious about the implications of Europe's surging inflation rates? Get your financial compass realigned in this episode. Our journey begins with exploring the current financial landscape, discussing potential interest rate hikes and the deceptively destructive impact of inflation on economic growth. All while acknowledging the recent disastrous wildfires and the financial burdens they present, especially during Life Insurance Awareness Month.
But don't worry, it's not all doom and gloom! We lighten the mood with a pirate joke that's sure to tickle your funny bone. As we move forward, we take a deep dive into market trends, offering detailed analysis and potential strategies to weather the inflation storm. We wrap up our financial odyssey with a bit of wisdom from Albert Einstein, reminding us all to keep an open mind and maintain our curiosity. So whether you're an experienced investor or new to the game, this episode promises to equip you with invaluable insights into the world of finance. Tune in, and let's navigate these turbulent financial waters together.
Did you know that 90% of Americans are anxious about money? But did you know that people who listen to Dad Cents are 3x happier than those who don’t? Yep, on Dad Cents, we turn your finance frowns upside down.
And Dad Cents offers valuable financial advice to help you reach your full potential. By listening to this podcast, we’re giving you your own CFP® designation (the highest possible certification) and guidance from a team of financial experts.
You get our “two cents” (get it?) across investments, taxes, saving money, managing debt, and building income, to name a few. A building can’t complete without a solid foundation. So, keep listening and empower your finances today.
Thanks for being here! We couldn’t do this show without you.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
What if you could turn your financial worries into a path of prosperity? Imagine a future where you can confidently fund your child's education without fearing being outpaced by inflation. In today's engaging episode of Dad Cents, Jason shares four strategic tax-efficient plans to make this a reality.
Did you know that 90% of Americans are anxious about money? But did you know that people who listen to Dad Cents are 3x happier than those who don’t? Yep, on Dad Cents, we turn your finance frowns upside down.
And Dad Cents offers valuable financial advice to help you reach your full potential. By listening to this podcast, we’re giving you your own CFP® designation (the highest possible certification) and guidance from a team of financial experts.
You get our “two cents” (get it?) across investments, taxes, saving money, managing debt, and building income, to name a few. A building can’t complete without a solid foundation. So, keep listening and empower your finances today.
Thanks for being here! We couldn’t do this show without you.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Ever wondered how you can juggle between saving for your child's college education and your retirement? That's precisely what we're tackling on today's episode! Jason and Amber delve into this financial problem, weighing in on the possibility of using IRAs to fund college expenses and the importance of planning early for college. Get ready to walk away with some practical financial tips that'll make your wallet feel a little less light.
And it's not all number-crunching and investment talk. We also share some of our favorite parenting hacks, like planning a successful sleepover and even how a dessert reward can work wonders with focus. And just for kicks, we've got an adrenaline-pumping recount of Jason's skydiving adventure.
We're rolling finance, fun, and life lessons into one wholesome package. So, tune in, laugh with us, and let's turn those financial frowns upside down together!
Did you know that 90% of Americans are anxious about money? But did you know that people who listen to Dad Cents are 3x happier than those who don’t? Yep, on Dad Cents, we turn your finance frowns upside down.
And Dad Cents offers valuable financial advice to help you reach your full potential. By listening to this podcast, we’re giving you your own CFP® designation (the highest possible certification) and guidance from a team of financial experts.
You get our “two cents” (get it?) across investments, taxes, saving money, managing debt, and building income, to name a few. A building can’t complete without a solid foundation. So, keep listening and empower your finances today.
Thanks for being here! We couldn’t do this show without you.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Has the daunting world of student loans got you feeling overwhelmed? Fear not, as Jason shares Sage Path's tried and tested strategies for tackling the formidable debt monster. Whether you're wrestling with an amount above $100,000 or below, our tactical advice will equip you with the tools needed to lighten your financial load. We unravel the potential benefits of refinancing, delve into the realm of Income-Driven Repayment plans, and explore the opportunities for loan forgiveness through the Public Service Loan Forgiveness program.
But we're not just about finance on Dad's Sense; we also share the poignant moments of our lives. We recount the delightful memories of our recently deceased Jack Russell, Emma, and her enduring legacy, as well as celebrate the resilience of our darling daughter, Jual, as she embarks on the journey of voluntary preschool and navigates the loss of Emma.
A fusion of finance, love, growth, and resilience makes this episode a must-listen. So, sit back, tune in, and let's empower your financial future and life together on Dad Cents!
Did you know that 90% of Americans are anxious about money? But did you know that people who listen to Dad Cents are 3x happier than those who don’t? Yep, on Dad Cents, we turn your finance frowns upside down.
And Dad Cents offers valuable financial advice to help you reach your full potential. By listening to this podcast, we’re giving you your own CFP® designation (the highest possible certification) and guidance from a team of financial experts.
You get our “two cents” (get it?) across investments, taxes, saving money, managing debt, and building income, to name a few. A building can’t complete without a solid foundation. So, keep listening and empower your finances today.
Thanks for being here! We couldn’t do this show without you.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Are you ready to step up your fantasy football game and take your tailgating experience to the next level? Today's Dad Cents episode promises just that - and much more. Armed with our insider tips and tricks, you'll be ready to conquer your Fantasy Football league like a pro. We're also spicing things up with a delectable tailgate recipe to make your game day even more exciting. Plus, we're exploring a fun way to teach kids about budgeting using the snake draft format - guaranteed to make finance fun!
Did you know that 90% of Americans are anxious about money? But did you know that people who listen to Dad Cents are 3x happier than those who don’t? Yep, on Dad Cents, we turn your finance frowns upside down.
And Dad Cents offers valuable financial advice to help you reach your full potential. By listening to this podcast, we’re giving you your own CFP® designation (the highest possible certification) and guidance from a team of financial experts.
You get our “two cents” (get it?) across investments, taxes, saving money, managing debt, and building income, to name a few. A building can’t complete without a solid foundation. So, keep listening and empower your finances today.
Thanks for being here! We couldn’t do this show without you.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Get ready to unmask the intricacies of the July market in an enlightening discussion led by Jason Fuchs, the managing director of SagePath Financial Advisors. We'll unravel how the Federal Reserve's highest rate hikes in 22 years aim to curb inflation without inducing a recession. This episode promises to quench your thirst for economic insights as we dissect the CPI's 3% YoY gain and explore the possibility of a 'soft landing' amidst rising unemployment and wage increases.
The intrigue deepens in the second segment, where we delve into specifics about the stock market, sector performance, and the economy. We'll shed light on the Dow's longest positive return streak since 1987 and explore various sectors' roles in steering July returns. We'll also forecast the Federal Reserve's future strategy, discussing potential rate hikes, bond yields, and the concept of a 'soft landing.' We'll share an uplifting story about a Connecticut dry-cleaning business that saved a local turtle migration. So, tune in for a comprehensive understanding of the market that promises to keep you glued to your seats!
Did you know that 90% of Americans are anxious about money? But did you know that people who listen to Dad Cents are 3x happier than those who don’t? Yep, on Dad Cents, we turn your finance frowns upside down.
And Dad Cents offers valuable financial advice to help you reach your full potential. By listening to this podcast, we’re giving you your own CFP® designation (the highest possible certification) and guidance from a team of financial experts.
You get our “two cents” (get it?) across investments, taxes, saving money, managing debt, and building income, to name a few. A building can’t complete without a solid foundation. So, keep listening and empower your finances today.
Thanks for being here! We couldn’t do this show without you.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Imagine embarking on a financial empowerment journey, exploring fatherhood, and adventuring to the world's most breathtaking corners, all while savoring delicious flavors. That's what we're promising you in this episode. Jason and Amber share their experiences as parents— the triumphs, the trials, and everything in between. We also discuss the idea of travel as a life-enhancing experience, taking you on a virtual tour from the East Coast of Australia to the rugged trails of Camino de Santiago.
But hold on; the journey doesn't end there! We're also exploring the hidden gems within the U.S., including the majestic Denali National Park in Alaska, the vibrant San Francisco, California, and the peaceful North Cascades National Park in Washington. And for all you food lovers out there, Jason will share his secret recipe for Jason's Mop Sauce, a tangy delight perfect for grilling your favorite meats. This episode is a blend of wisdom, laughter, adventure, and mouth-watering foodie moments— all packed into a joyous journey of discovery. So buckle up, and let's start this amazing journey together!
Did you know that 90% of Americans are anxious about money? But did you know that people who listen to Dad Cents are 3x happier than those who don’t? Yep, on Dad Cents, we turn your finance frowns upside down.
And Dad Cents offers valuable financial advice to help you reach your full potential. By listening to this podcast, we’re giving you your own CFP® designation (the highest possible certification) and guidance from a team of financial experts.
You get our “two cents” (get it?) across investments, taxes, saving money, managing debt, and building income, to name a few. A building can’t complete without a solid foundation. So, keep listening and empower your finances today.
Thanks for being here! We couldn’t do this show without you.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Jason was out of town with his family, so we're bringing you an older episode. Ever wondered about pickleball and why it's sweeping the nation? Well, we've got the perfect episode for you! Join us as we talk with certified professional pickleball coach and six-degree black belt Roseanne de Tomaso. She brings her martial arts background to play as we delve into the safety measures and the social side of this rapidly growing sport. Whether you're a beginner or a seasoned player, listen inprepareready to up your game.
But that's not all we cover in this episode. How about some expert insights on retirement planning? Jason's advice isn't limited to the pickleball court; he also guides us through the labyrinth of retirement plans. We break down the costs, eligibility, and advantages of various plan types - SEP IRA, Simple IRA, 401K, and Defined Benefit Plan. We also tackle the challenge of managing short-term employee coverage. Craftingfting the perfect retirement plan doesn't have to be a solo sport.
Say goodbye to confusion and tune in to this episode to get your retirement planning on the right track!
Did you know that 90% of Americans are anxious about money? But did you know that people who listen to Dad Cents are 3x happier than those who don’t? Yep, on Dad Cents, we turn your finance frowns upside down.
And Dad Cents offers valuable financial advice to help you reach your full potential. By listening to this podcast, we’re giving you your own CFP® designation (the highest possible certification) and guidance from a team of financial experts.
You get our “two cents” (get it?) across investments, taxes, saving money, managing debt, and building income, to name a few. A building can’t complete without a solid foundation. So, keep listening and empower your finances today.
Thanks for being here! We couldn’t do this show without you.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
What if I told you the stock market is not as intimidating as it seems? That's right - this episode of Dad Sense is all about breaking down the financial happenings of June, all with the easy-to-understand, lighthearted banter you've come to expect from us.
We'll dive into the surprising performance of US stocks, with the S&P 500 rallying a whopping 16% and NASDAQ showcasing a record-breaking 32% increase. But it's not all about the ups. We also touch on the not-so-great performance of bonds and what that all means for you. Taking a closer look, we dissect the stock market titans like Apple, Google, Nvidia, and Tesla, who dominated June. We also examine how large-cap stocks outperformed the rest of the market.
As we shift gears to bonds, we discuss the Fed's decision to hold the federal funds rate at 5 to 5.25%.
Finally, we wrap up with a snapshot of the economic performance in June and how it mirrors May's performance.
Get ready to have some fun while we unravel the complexities of the stock market and the economy with a touch of Dad Sense!
Did you know that 90% of Americans are anxious about money? But did you know that people who listen to Dad Cents are 3x happier than those who don’t? Yep, on Dad Cents, we turn your finance frowns upside down.
And Dad Cents offers valuable financial advice to help you reach your full potential. By listening to this podcast, we’re giving you your own CFP® designation (the highest possible certification) and guidance from a team of financial experts.
You get our “two cents” (get it?) across investments, taxes, saving money, managing debt, and building income, to name a few. A building can’t complete without a solid foundation. So, keep listening and empower your finances today.
Thanks for being here! We couldn’t do this show without you.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
What if a hobby could be your secret weapon to living a longer, more fulfilled life? Welcome to Dad Cents, where Jason and thoughtful guest, Amber, unlock the surprising link between hobbies and longevity. This episode will equip you with the power of scientific research and personal anecdotes, revealing how leisure activities can enhance your well-being, enrich relationships, and boost job performance.
Listen in as we guide you to a healthier, happier, and more productive life!
Did you know that 90% of Americans are anxious about money? But did you know that people who listen to Dad Cents are 3x happier than those who don’t? Yep, on Dad Cents, we turn your finance frowns upside down.
And Dad Cents offers valuable financial advice to help you reach your full potential. By listening to this podcast, we’re giving you your own CFP® designation (the highest possible certification) and guidance from a team of financial experts.
You get our “two cents” (get it?) across investments, taxes, saving money, managing debt, and building income, to name a few. A building can’t complete without a solid foundation. So, keep listening and empower your finances today.
Thanks for being here! We couldn’t do this show without you.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Hey there, finance enthusiasts! Brace yourselves as we dive headfirst into the world of financial independence and retirement planning, equipping you with the knowledge to transform your budget from earning years to your golden years. But here at Dad Cents, we're not just about the numbers. It's also about enriching your quality of life and adding a dash of sweetness with our special recipe - a mouth-watering Glazed, Old Fashioned Donut Cake inspired by my daughter Jual's birthday request.
Get set to uncover the secret to your comfortable retirement lifestyle as we chat about matters that require your attention. Discover how having a year's buffer before retirement can be a game-changer, and learn to budget for the exciting endeavors you've always wanted to undertake. We're talking travel expenses, healthcare costs, and even the nitty-gritty of keeping your car running. So, let's embark on this journey of creating financial ease, planning a fulfilling retirement, and of course, baking that tantalizing three-layer donut cake for Jual's birthday. The countdown is on!
Did you know that 90% of Americans are anxious about money? But did you know that people who listen to Dad Cents are 3x happier than those who don’t? Yep, on Dad Cents, we turn your finance frowns upside down.
And Dad Cents offers valuable financial advice to help you reach your full potential. By listening to this podcast, we’re giving you your own CFP® designation (the highest possible certification) and guidance from a team of financial experts.
You get our “two cents” (get it?) across investments, taxes, saving money, managing debt, and building income, to name a few. A building can’t complete without a solid foundation. So, keep listening and empower your finances today.
Thanks for being here! We couldn’t do this show without you.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Ever feel like your financial goals are slipping away from you? Join us as we dive into the importance of conducting a mid-year financial review and its benefits to your short-term and long-term objectives. By the end of our chat, you'll be well on your way to understanding the power of a regular financial checkup and staying on the path toward achieving your goals.
Did you know that 90% of Americans are anxious about money? But did you know that people who listen to Dad Cents are 3x happier than those who don’t? Yep, on Dad Cents, we turn your finance frowns upside down.
And Dad Cents offers valuable financial advice to help you reach your full potential. By listening to this podcast, we’re giving you your own CFP® designation (the highest possible certification) and guidance from a team of financial experts.
You get our “two cents” (get it?) across investments, taxes, saving money, managing debt, and building income, to name a few. A building can’t complete without a solid foundation. So, keep listening and empower your finances today.
Thanks for being here! We couldn’t do this show without you.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Are you ready to reduce your retirement taxable income and enjoy tax-free growth? Discover the benefits of the Roth IRA conversion strategy in our latest Dad's Sense episode, where Jason discusses tax-free growth, withdrawals, and the flexibility of withdrawing funds when needed. Plus, learn the ins and outs of the backdoor Roth conversion and how it can benefit your financial future.
We also dive into the importance of swimming safety as Amber shares her experience with her daughter's swim lessons. Explore the benefits of group settings for children's learning and motivation, and hear our thoughts on finding the right balance between individual and group lessons.
Did you know that 90% of Americans are anxious about money? But did you know that people who listen to Dad Cents are 3x happier than those who don’t? Yep, on Dad Cents, we turn your finance frowns upside down.
And Dad Cents offers valuable financial advice to help you reach your full potential. By listening to this podcast, we’re giving you your own CFP® designation (the highest possible certification) and guidance from a team of financial experts.
You get our “two cents” (get it?) across investments, taxes, saving money, managing debt, and building income, to name a few. A building can’t complete without a solid foundation. So, keep listening and empower your finances today.
Thanks for being here! We couldn’t do this show without you.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Listen to our monthly market update for insights that may help inform your investment strategy!
Did you know that 90% of Americans are anxious about money? But did you know that people who listen to Dad Cents are 3x happier than those who don’t? Yep, on Dad Cents, we turn your finance frowns upside down.
And Dad Cents offers valuable financial advice to help you reach your full potential. By listening to this podcast, we’re giving you your own CFP® designation (the highest possible certification) and guidance from a team of financial experts.
You get our “two cents” (get it?) across investments, taxes, saving money, managing debt, and building income, to name a few. A building can’t complete without a solid foundation. So, keep listening and empower your finances today.
Thanks for being here! We couldn’t do this show without you.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Jason was traveling last week, and due to the Memorial Holiday, he wasn't able to record a new episode of Dad Cents. However, we brought back another popular episode for your enjoyment.
When you retire, you’ll likely draw your income from several sources— such as retirement accounts, taxable investment accounts, and Social Security Benefits. Did you know that each of these sources is taxed according to its own rules? Join Jason (and special guest Amber Fuchs) as he explains these rules, whether (and when) you’re required to make withdrawals, and how paying taxes on distributions will impact your overall financial goals. At the end of this episode, you'll feel confident with the ability to accurately plan for your retirement.
Dad Cents is a show for family men and women. We’re all about fun, family, food, and finance. We like to give you our “Two Cents” (get it?) about various financial topics. By helping you expand your financial knowledge, we hope to provide you with more financial independence and make you more financially successful, thereby bringing you peace. We aren’t in the food business, but who doesn’t love it? Jason shares a recipe submitted by one of our listeners every other episode.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Jason is traveling this week, so we're rewinding to an episode in Season One where he talks about the value of rebalancing your investments - something we all should be looking into, given the strange climate we're in. Enjoy, and see you next week!
Dad Cents is a show for family men and women. We’re all about fun, family, food, and finance. We like to give you our “Two Cents” (get it?) about various financial topics. By helping you expand your financial knowledge, we hope to provide you with more financial independence and make you more financially successful, thereby bringing you peace. We aren’t in the food business, but who doesn’t love it? Jason shares a recipe submitted by one of our listeners every other episode.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Like it or not, taxes are a way of life. They fund great things like roads, libraries and parks, but nobody wants to pay more than they absolutely have to. And hopefully, like many others, you’re getting a refund.
Saving money is a bit like eating healthy; you know you should eat your veggies, but it’s hard to resist indulging in something more fun. Like making healthy choices, a tax refund can present the opportunity to splurge. But, more importantly, it’s a chance to put yourself in a better financial position.
If you’re getting a refund from the IRS, you’ll want to listen to today’s episode before you run out and splurge!
Dad Cents is a show for family men and women. We’re all about fun, family, food, and finance. We like to give you our “Two Cents” (get it?) about various financial topics. By helping you expand your financial knowledge, we hope to provide you with more financial independence and make you more financially successful, thereby bringing you peace. We aren’t in the food business, but who doesn’t love it? Jason shares a recipe submitted by one of our listeners every other episode.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
We hear your concerns about the debt ceiling. It's natural for investors to have concerns about their portfolios and how this debt ceiling might impact them. But guess what? You aren't alone. We're experiencing the same volatility in our investments, and we're in this together.
Dad Cents is a show for family men and women. We’re all about fun, family, food, and finance. We like to give you our “Two Cents” (get it?) about various financial topics. By helping you expand your financial knowledge, we hope to provide you with more financial independence and make you more financially successful, thereby bringing you peace. We aren’t in the food business, but who doesn’t love it? Jason shares a recipe submitted by one of our listeners every other episode.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
This week's update comes to you from San Diego, CA! Jason chats with one of his analysts on this special edition of our monthly market update. You don't want to miss this one!
Listen to our monthly market update for insights that may help inform your investment strategy! Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Dad Cents is a show for family men and women. We’re all about fun, family, food, and finance. We like to give you our “Two Cents” (get it?) about various financial topics. By helping you expand your financial knowledge, we hope to provide you with more financial independence and make you more financially successful, thereby bringing you peace. We aren’t in the food business, but who doesn’t love it? Jason shares a recipe submitted by one of our listeners every other episode.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Dad Cents has come a long way! We've been doing this for three years. Can you believe it? Jason is traveling in California this week, collaborating with other financial advisors. He aims to obtain additional knowledge to add value for his clients - folks like you! We're rewinding to our first episode, where Jason and his wife Amber talk about their adoption. Enjoy, and see you next week!
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Like it or not, taxes are a way of life. They fund great things like roads, libraries, and parks, but nobody wants to pay more than they absolutely have to. At Sage Path, we often get questions like, “How can I balance my tax obligations with my financial goals?” One possible option is a Roth IRA.
Roth IRAs are tax-advantaged retirement savings accounts that can be quite useful if you expect your tax obligations will rise as you get older. Because withdrawals from a Roth are tax-free, it’s an especially attractive option for high-earning households.
Unfortunately, the US tax code prohibits individuals or households from contributing to a Roth IRA if they earn over a certain annual income.
But there IS a workaround (creatively known as a “backdoor Roth conversion” among tax and financial professionals). And that’s what Jason will cover in today’s episode.
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Some people approach buying a car like they approach marriage, “‘til death do us part.” Others prefer to keep their options open, trading in every few years for the latest make and model, the most cutting-edge technology, or the highest horsepower.
Whichever describes you best, we all face a similar decision when acquiring a car: finance, lease, or pay cash. From an investment perspective, which choice is best? Well, that’s what Jason will cover in today's episode.
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Nowadays, it’s pretty tricky to define a “traditional” family unit – they come in all shapes and sizes. Economic well-being for these households can often be challenging since the family’s needs fall on the shoulders of only one person. Usually, single parents may feel overwhelmed with paying expenses and managing debt. Even though budgets may feel stretched, financial planning can help single parents more effectively manage their many responsibilities (raising children, handling money, building financial security, and much more). Jason discusses financial planning tips for single parents.
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Listen to our monthly market update for insights that may help inform your investment strategy!
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
In an unpredictable economy marked by ongoing layoffs and inflation, women across all generations may feel that reaching their financial goals is a journey riddled with roadblocks. However, no matter the kinds of goals women have, the generations they belong to, or the personal situations they are in, women can reach these goals and achieve financial freedom.
Some steps to get there are tried and true strategies that can help keep budgets and bills in shape. Others depend on sticking to plans and staying accountable. Jason shares steps to save money in 2023 and reach your financial goals.
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Many misconceptions and gaps of knowledge about Social Security can prove costly. Today, Jason shares seven things that will help clarify those misconceptions and fill in those gaps.
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
We have many excellent female listeners, so we will focus on women in March. Despite progress toward financial planning and saving, women often face challenges regarding their financial security that can impact their retirement investing and saving.
Women need to recognize these barriers to saving and investing and prepare by making informed decisions for themselves. How? Jason shares six essential components to retirement readiness that can help you build a solid foundation as you prepare for retirement.
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
You may wonder how the recent collapse of Silicon Valley Bank (SIVB) may impact your investments. Jason shares his thoughts in this special market update.
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Listen to our monthly market update to get insights that may help inform your investment strategy!
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
You may have heard of or encountered the term financial literacy as you’ve learned how to navigate finance and make monetary decisions. In today's episode, Jason discusses what financial literacy means and how to achieve it. You know you’ve mastered financial literacy when you’re confident in making informed money decisions!
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
By the time you’ve reached your forties, you’ve usually hit your stride. You’re finally established in your career with a couple of promotions under your belt. If you’re married, you might have a couple of kids, maybe a house with a yard. If you’re single, you’ve got your space precisely how you like it, and you’ve probably figured out how to take lavish vacations.
Forty is when most of us find out who we are and who we want to be, and it’s when we knuckle down to develop a plan to stay on our life’s path. Even when you’ve got it all mapped out, everyone can still benefit from some savvy financial advice.
In today's episode, Jason shares with you Financial Tips for your 40s, simple, helpful ideas to help you make significant decisions in preparation for the rest of the life you’ve worked hard for so far.
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Retirement has been portrayed as an ending, a grand exit from your years in the workplace. But we wonder, what are your dreams? What are your passions? What did you maybe not have time to do while you were working, taking care of your kids, and doing all those extracurriculars? What is your life's purpose?
Maybe you'd like to continue working in retirement, part-time, full-time, or as a volunteer. In today's episode, Jason shares with you five benefits of working in retirement.
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Listen to our monthly market update to get insights that may help inform your investment strategy!
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Who out there is just as excited about taxes as we are? Clearly, we're being sarcastic. But, fewer things, they are more reliable than tax day, even if that deadline has shifted around a bit in recent years. This year, tax day is April 18th for most taxpayers.
Recent legislation changes include substantial increases to standard deduction amounts, and the IRS has modified itemized deductions. In today's episode, Jason shares last-minute tips before tax time.
And hey, we're happy to work with you and our tax professional to be sure your financial plan aligns with your tax strategy. So please don't hesitate to contact us. Thanks for listening!
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Consider what you would like to do when you retire. If you can't picture it, Jason has a fantastic book that will help. Everyone has a unique vision of retirement that they want. You've been working hard, working diligently toward that day, and hopefully, you've already put some thought into your dream retirement scenario.
Now is the perfect time to reassess and ensure your financial plan aligns with your goals (your dream retirement scenario). Today, Jason shares with you three financial tips for your sixties. He has six total, but you all are busy, and Jason won't share all of them. If you'd like to see the other three, call or email us, and we'd be happy to send them to you. No strings attached. Seriously.
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
When you think about important relationships in your life, you probably think of your family, your friends, maybe your work colleagues, and maybe your healthcare professionals, but do you think about your financial advisor?
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Jason will share three learning opportunities to help you teach your kids and grandkids to be patient spenders early on and adopt sound money management skills.
What if we told you that the most valuable legacy you can pass on to your kids and grandkids isn't an object, it's not money, but education about effectively managing money?
Teaching valuable money skills while kids are young puts them at an advantage. And this is especially true when it comes time to create and live a sustainable lifestyle when they reach adulthood. Without it, any income or inheritance might as well be as good as gone.
It's easy for young people to grasp the basics of how money in exchange for goods and services works, and you can do that through simple activities like the ones Jason lays out for you today. But it's just as easy for kids to pick up any bad money habits you have as well.
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Welcome to season four of Dad Cents! That's right; we've been doing this for three years. Can you believe it?! It started with our first episode, "Coronavirus and Cupcakes," Jason's favorite. If you haven't heard it, check it out!
We've grown tremendously, and it's because of you all. We are so grateful that you take the time to listen to our show. Thank you so much! We've got an exciting season in store for you. We're pumped about this year, and 2023 will be a good one!
Today Jason discusses how you can make 2023 your best year by setting financial resolutions.
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Listen to our monthly market update to get insights that may help inform your investment strategy!
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Happy Holidays to you and your loved ones! Take a break and chill (no pun intended) because this is the time of year to rejoice, celebrate, and feel rewarded. And let's never forget the importance of sharing, shall we? Have fun!
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Turning 50 can signal the start of some of our best accomplishments. Julia Child began her iconic cooking show when she was 51. Ray Crock launched McDonald's at 52. There here are many ways to make the most of our fifties, including financially. In this episode, Jason covers two financial tips for your fifties, and he hopes these tips to help you on making the most of this exciting time in your life.
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Listen to our monthly market update to get insights that may help inform your investment strategy!
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
On last week's episode, Jason thought it would be fun to pass along a list of creative, engaging ways to spend New Year's Eve with children. When the excitement of the holidays fizzles out, most folks start focusing on ways to be financially wiser in the new year. And one easy way to do that is to spend smarter by cutting unnecessary costs.
On today's episode, Jason shares three easy ways to winterize your home, lower your utility bills, and protect your most significant investment. That's right, your home. And hopefully, these suggestions can help you save all winter long!
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
On last week's episode, Jason talked about how your sanity and your wallet could benefit from an easier way to shop. He shared a few apps with you to make your shopping experience more enjoyable and a little bit easier.
With New Year's Eve on the horizon. Jason thought it would be fun to pass along this list of creative, engaging ways to spend New Year's Eve with children.
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Jason wanted to share his genuine appreciation as we give thanks this holiday season.
Without you, Dad Cents would not be where it is today. We are so thankful for all of your support throughout the year!
We wish you and your loved ones a happy Thanksgiving!
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Who doesn’t love the magic of the winter holidays? The warmth from gathered family and friends and the comfort of traditions. But the winter holidays also come with the headaches of never-ending to-do lists, crowded stores, and increased expenses. Wouldn’t it be great if there was a resource that could help you cut back on holiday stress while saving a few bucks?
Jason will cover that over the next few episodes of Dad Cents. So here’s hoping these episodes lower your stress and give you more time this holiday season!
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Did you know… with thoughtful, advanced planning, you can extend your legacy of charitable giving beyond your lifetime, creating lasting benefits for the organizations you care about? And if you desire to give back to society (or a particular cause) as part of your legacy, there are many ways you can do so.
Besides feeling good about giving back, a bonus of giving is that when you include sharing in your financial plan, you can make an impact while also receiving tax benefits.
Jason shares six tips to help guide you as you work towards including philanthropic giving as part of your goals in your financial plan.
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Dad Cents returns on Tuesday, November 8th, with a new episode! And we'll release a new episode every week. We're going to keep them short and simple. Jason loves food and finance. So, each episode will briefly cover food and one financial topic.
Please send us your ideas, questions, comments, etc., to info@sagepathfa.com. You have been a lovely audience. Jason has missed you dearly and looks forward to connecting with you soon. Take care, and thank you for making this such a fantastic show!
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
There is so much going on in the world of Jason and Amber Fuchs! Amber is starting a new company, and Sage Path acquired another advisory firm.
As much as we love hosting Dad Cents, we need to take a break in order to give our clients the attention they deserve. Not to worry, though! We will see you in 3-6 months with new episodes. In the meantime, check out some of our older episodes, which are still relevant.
It's been a great ride, and we appreciate all of you! Thanks for listening! We appreciate you!
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388.
Amber's Turn: www.ambersturn.com
YOLO Luxury Consignment: www.yololuxuryconsignment
There is so much going on in the world of Jason and Amber Fuchs! Amber is starting a new company, and Sage Path acquired another advisory firm.
As much as we love hosting Dad Cents, we need to take a break in order to give our clients the attention they deserve. Not to worry, though! We will see you in 3-6 months with new episodes. In the meantime, check out some of our older episodes, which are still relevant.
It's been a great ride, and we appreciate all of you! Thanks for listening! We appreciate you!
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388.
Amber's Turn: www.ambersturn.com
YOLO Luxury Consignment: www.yololuxuryconsignment
Annuities can be a great addition to an investment portfolio, but they can be difficult to understand. And unfortunately, not all advisors put their clients into annuities for the right reasons - not at Sage Path, though. After today’s episode, you’ll have more clarity on what annuities are, and you’ll be able to answer the question, "Is an annuity right for me?"
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Changing jobs can be a tumultuous experience. Even under the best of circumstances, making a career move requires a series of tough decisions, not the least of which is what to do with the funds in your old employer-sponsored retirement plan.
If you've lost your job or are changing careers, you may be wondering what to do with your 401(k) plan account; it’s essential to understand your options. And after today’s episode, you’ll have more clarity on what to do with those 401k accounts!
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Are you anticipating a bonus this year? If so, it's wise to come up with a thoughtful plan for the extra cash before it comes to you so you can get the most benefit from it. Jason has some suggestions, and after today's episodes, you'll have more clarity on what to do with that bonus!
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Have you worked all your life? Are you hesitant to transition into retirement for fear of not being prepared? It's completely normal to feel anxious, and our experience has shown that it takes about 18 months for retirees to ease into their new lifestyle.
In this episode, Jason shares the three most common observations he's made over the years. These should help alleviate any spending worries you have during this time of transition!
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
This week will be Dad Cents' second anniversary. That's right, this year, Dad Cents turns three. We're closing in on 44 episodes – incredible! Of course, there is no way it would happen without my wife, Amber. We're so grateful to her for coming to this show. Thank you!
And we're so appreciative of listeners like you. Thank you for listening and making this show a part of your investment journey. We look forward to many, many more years with you!
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at info@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Are you having trouble understanding what's happening with the economy and the stock market? And how will the Russia/Ukraine situation impact your investments? Some say to stay invested. Some say to sell immediately. What should you do?
Jason gets to the bottom of it, and after today's episode, you'll have clarity. He tells you why you should stay invested and why you should stay the course. Check out our video on the subject on our Facebook page at https://fb.watch/bENBwG9HJu/
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future and easily manage your financial present, then you're in the right place.
Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Now that you know what could possibly affect your goals and how to set SMART goals (get it?), Jason talks about evaluating and reflecting on your goals. And, how to hold yourself accountable.
As a contract with yourself or someone else, accountability is a vital key in the goal-setting process. It’s what motivates you throughout the process. If a goal is set and only one person knows it, does it really have any power?
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future, and easily manage your financial present, then you're in the right place.
Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
You have got to get away from all of the distractions to really get a sense of where you are right now. What makes you happy? What makes you not so happy? How satisfied are you with your life right now?
There are key aspects to learn and remember when thinking about, studying, and writing your goals. Today, Jason gives you four tips for setting powerful goals. These tips will help you make goal setting forceful and practical.
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! So, if you're looking to grow your financial future, and easily manage your financial present, then you're in the right place.
Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening! And check out Hawkers at https://eathawkers.com. We appreciate you!
Goal setting is a fantastic skill to develop and how you design your own future. A life best lived is a life by design. Your design. Do you really want to live your life by accident? By just walking through the day, hoping things will work out, and managing to survive?
If you can start giving your life dimensions and design and color and objectives and purpose, the results can be so great. Goal setting. It gives you the chance to experience the power of your imagination!
So, what could possibly affect your goals? Well, Jason Fuchs gets to the bottom of it in today's episode. And guess who's back?! His lovely bride, Amber!
Dad Cents is a show for family men and women. We're all about family, food, fun, and finance! If you're looking to grow your financial future, and easily manage your financial present, then you're in the right place.
Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening! And check out YOLO at https://www.yololuxuryconsignment.com.
We appreciate you!
I wanted to take a moment and wish all of you a happy and healthy holiday celebration. Take a break and chill because this is the time of year to rejoice, celebrate, and feel rewarded.
Christmas is a BIG deal for Jason and his family. He reads "Twas the Night Before Chrismas" on Christmas Eve every year. Jason thought it would be fun to create his version based on his experiences this past year. We hope you enjoy it!
The holidays are in effect, and we will take a little bit of a break, BUT please continue to send your questions to jfuchs@sagepathfa.com. We'd be happy to answer those questions via email.
We recommend listening to some of our older episodes of Dad Cents! Our favorite episode is "Coronavirus, Cupcakes, & Our Adoption!" We also love the episode "Be Happy Now: Live Like You're Already Retired!"
Let us know what you think! We have some neat things coming to you in 2022. Thank you for listening. We appreciate all of you!
As we give thanks this holiday season, I wanted to share my genuine appreciation with you. Without you, Dad Cents would not be where it is today. I am so thankful for your support throughout the year!
Happy Veteran's Day! Today is a day to honor and remember the bravery, contributions, and sacrifices of the members of our armed services who have defended us so ably, run toward danger rather than away from it, and helped sustain our freedom through their courage and service. Our deepest gratitude goes out to all the veterans for the service they give and gave for our country. We honor their courage!
In today's episode, Jason interviews USMC veteran, Teddy Colegate, who shares with us what veteran's day is, what it means, and why it's so important.
Are you confused about Medicare's open enrollment period? Jason gets to the bottom of it in today's episode.
Dad Cents is a show for family men and women. We're all about family, fun, and finance! On this show, you're going to hear unscripted conversations with folks who are committed to succeeding at home, at work, and staying finically healthy. We release a new episode every three weeks on Tuesday.
If you are struggling with mental health, veteran non-veteran, please reach out to someone for help. You can reach out to someone at Five Star Veterans Center: (904) 723-5950 or info@5starveteranscenter.org.
Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Every holiday season is a competitive battle, but this one is especially brutal because of the ongoing fallout from the pandemic and its impact on the American economy. Jason Fuchs and guest Amber Fuchs will help you understand why this holiday season will be so brutal and what you can do to prepare for it ahead of time.
How comfortable are you with stock market volatility? It's coming! Jason gives you five facts to remember when the market gets bumpy. These facts will help you remain calm.
Dad Cents is a show for family men and women. We're all about family, fun, and finance! On this show, you're going to hear unscripted conversations with folks who are committed to succeeding at home, at work, and staying finically healthy. We release a new episode every three weeks on Tuesday.
Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Would you like to start your very own podcast? Don't know where to start? Already have your podcast? Facing challenges? Jason Fuchs and guest Gary Spurgeon provide some clarity.
Do you make "too much" money? Looking for tax-free withdrawals in retirement? If you make "too much money," the IRS will not allow you to contribute to a Roth IRA. BUT, there is a neat strategy called a backdoor Roth IRA that can legally get you around that limitation, which Jason shares in the Q&A portion of the show.
Dad Cents is a show for family men and women. We're all about family, fun, and finance! On this show, you're going to hear unscripted conversations with folks who are committed to succeeding at home, at work, and staying finically healthy. We release a new episode every three weeks on Tuesday.
Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
What is pickleball? How do you play it? How can you stay safe? How can you enjoy it the most? Jason Fuchs and special guest Roseann DeTomasso teach you the basics of pickleball.
How do you choose an appropriate retirement plan? Look no further! Jason gets to the bottom of it in today's episode.
Dad Cents is a show for family men and women. We're all about family, fun, and finance! On this show, you're going to hear unscripted conversations with folks who are committed to succeeding at home, at work, and staying finically healthy. We release a new episode every three weeks on Tuesday.
Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Would you like to preserve and protect the assets you spent a lifetime building? Would you like to protect your spouse, your children, or other heirs? Would you like to manage the amount of estate taxes you may owe?
You're in the right place! Jason Fuchs and special guest Eugene Choi get to the bottom of it in today's episode.
Dad Cents is a show for family men and women. We're all about family, fun, and finance! On this show, you're going to hear unscripted conversations with folks who are committed to succeeding at home, at work, and staying finically healthy. We release a new episode every three weeks on Tuesday.
Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Recent surveys have found that 25% of employees plan to leave their current employer in the next year. How is your organization preventing a Turnover Tsunami? Jason Fuchs and Special guest Chad Sorenson discuss how to deal with the eventual loss of employees and how you can mitigate the damage it may cause.
Jason also shares five quick, inexpensive, and potentially effective ways to motivate your employees and improve your employee retention, potentially avoiding the Turnover Tsunami altogether.
Dad Cents is a show for family men and women. We're all about family, fun, and finance! On this show, you're going to hear unscripted conversations with folks who are committed to succeeding at home, at work, and staying finically healthy. We release a new episode every three weeks on Tuesday.
Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Traveling? Booking a trip? Covid left the travel/tourism industry in a strange place. You won’t want to miss this episode! Jason Fuchs and special guest Tammy Suhetskis discuss current trends in the industry and where they think it’s heading in the short term and long term.
How great would it be to own a vacation home in one of the most beautiful places on earth? Maybe you could just have a look at some real estate prices. That couldn't hurt, right? Actually, it could. Jason explains.
Dad Cents is a show for family men and women. We're all about family, fun, and finance! On this show, you're going to hear unscripted conversations with folks who are committed to succeeding at home, at work, and staying finically healthy. We release a new episode every three weeks on Tuesday.
Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
In Florida, hurricane season is upon us! How can we protect ourselves? Our guest, Nicole de Venoge, shares things we can do before any significant event, in a sustainable way.
Is it possible to make money while helping this lovely planet of ours? Jason shares three ways you can potentially make money by going green.
Dad Cents is a show for family men and women. We're all about family, fun, and finance! On this show, you're going to hear unscripted conversations with folks who are committed to succeeding at home, at work, and staying finically healthy. We release a new episode every three weeks on Tuesday.
Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Interested in purchasing high-end luxury goods at half the cost while saving the environment? Check out www.yololuxuryconsignment.com
Making improvements to your home? Building a new home? In the chaos of dealing with the stress of a new project, it can be easy to overlook critical steps to protect yourself from disagreements with contractors. Today's guest, Jeff Hainey, provides tips that will help you avoid litigation resulting from disagreements.
Looking to improve the bottom line of your business finances? Look no further! Jason shares 5 ways to reduce your business expenses. The solutions have worked for several of Jason's clients, and we think they'll work for you, too!
Some individuals believe that return on investment shouldn’t be the only criterion for how they invest their money. For them, the social impact of investing is just as important – perhaps more important. What is socially responsible investing? What investment should you choose? We'll get to the bottom of it in today's episode.
Dad Cents is a show for family men and women. We're all about family, fun, and finance! On this show, you're going to hear unscripted conversations with folks who are committed to succeeding at home, at work, and staying finically healthy. We release a new episode every three weeks on Tuesday.
Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Interested in purchasing high-end luxury goods at half the cost? Or hosting a pop-up event in your home with luxury goods and a little bubbly? YOLO! You Only Live Once! Our guest, Amber Fuchs, shares with us how you can gain access to luxury goods that may feel unattainable.
The housing market is BOOMING right now. Jason helps you make the most of the HOT real estate market.
As a business owner, are you aware of the various retirement plans available to you? Did you know, it’s imperative that you choose the right one? We'll get to the bottom of it in today's episode.
Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
That’s what our guest Charlie Van Dervan is doing. Learn how you can, too! What is the lifestyle you envision in retirement? Can you afford that lifestyle? Jason addresses how much money you need to save in order to retire happily and comfortably.
Have you ever heard the terms “asset allocation” and “diversification?” It’s imperative that every investor knows the difference between the two. You'll know why after listening to today's episode.
Dad Cents is a show for family men and women. We're all about family, fun, and finance! On this show, you're going to hear unscripted conversations with folks who are committed to succeeding at home, at work, and staying finically healthy. We release a new episode every three weeks on Tuesday.
Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
How much do you worry about cybersecurity? Do you know the risks to your client data? We'll tell you how to impede criminals and keep your information and online accounts safe.
What is the lifestyle you envision in retirement? Have you made a plan to get there? We’re going to answer the question, "How much do I need to save for retirement?"
Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
If you’re a small business owner in need of financial assistance, you may find these changes helpful in securing a PPP loan.
Is a Roth IRA right for you? In today's episode, you'll find out.
Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Your financial life is a balancing act, strung between living in the present and preparing for the future. Saving for retirement may be a focus, but it could feel like you’re missing out on living in the present. There are three key areas, however, where saving big and investing may make a substantial difference in both the present and future alike: your home, your vehicle, and your travel plans.
And that’s our financial topic of today’s episode: Love Your Life Today While Saving for Tomorrow. We’ll explore smart strategies to address with your financial professional ensuring that you’re able to enjoy your life in the present, while still building a solid foundation for your future.
Jason is taking a page from the book of food trucks in the Washington, DC area where he grew up. Some of the best tacos he has ever eaten came from those trucks, and this episode features a recipe for delicious barbacoa tacos. Don't miss it! Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Public-sector employees face many of the same challenges as their private-sector counterparts when it comes to retirement. They are concerned about whether their retirement accounts will cover the length of their retirements and what role Social Security will play in their investment strategies. Then there’s the added component of a pension and whether they should branch out into any other traditional retirement accounts to supplement it.
In today’s episode, Jason answers some of your most pressing retirement questions and helps you prepare for the demanding transition from the workforce to retirement you'll make in the future.
And get excited about Jason's recipe for Mango Habenero Glazed BBQ Pecan Chicken! You're going to love it. Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Charitable giving can play an important role in many estate plans. Philanthropy cannot only give you great personal satisfaction, but it can also give you a current income tax deduction, let you avoid capital gains tax, and reduce the amount of taxes your estate may owe when you die. There are many ways to give to charity. In today’s episode, Jason describes the various methods of giving to charity.
Jason also shares a recipe for Homemade Monkey Bread, gooey and delicious!
Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Nappy New Year to you and your loved ones! We've reached Season Two of Dad Cents, can you believe it?! May every day of the new year inspire you to grow. Let’s toast to yesterday’s achievements and tomorrow’s bright future.
Often, peoples can become uneasy when the discussion of an estate plan comes up. Thoughts that estate plans are too expensive to create, or that you only need one if you’re a millionaire couldn’t be further from the truth. In fact, not having an estate plan in place is one of the biggest mistakes a client can make, directly impacting their loved ones in ways they never anticipated. Join Jason (and special guest Amber Fuchs) as he shares Estate Planning mistakes to avoid.
Do you like beignets? Do you like crab? Jason combines two things he loves for an incredible Blue Crab Beignets recipe.
Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Jason takes a moment to wish all of you a happy and healthy holiday celebration. Take a break and chill, because this is the time of year to rejoice, celebrate, and feel rewarded. No matter how distant our loved ones may be this holidays season, let’s never forget the importance of sharing.
For Jason and his family, Christmas is a BIG deal. Every year, the Fuchs family has a tradition of reading "Twas the Night Before Christmas" on Christmas Eve. Jason thought it would be fun to create his own version based on his experiences this year. We hope you enjoy it!
We'll see you in January for a fresh episode of Dad Cents. Happy Holidays and Happy New Year!
Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
It's time to consider strategies that could potentially help you reduce your tax bill. I mean, who wouldn’t want to reduce their tax bill, right? Join Jason (and special guest Amber Fuchs) as he shares tax savings strategies for business owners.
What goes great with milk? That's right, cookies! Jason shares a recipe for kitchen sink cookies. Don’t let the name fool you! These cookies are so chewy with lots of delicious chunks and absolutely no apologies.
Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
It's time to consider strategies that could potentially help you reduce your tax bill. I mean, who wouldn’t want to reduce their tax bill, right? Join Jason (and special guest Amber Fuchs) as he shares tax savings strategies for individuals and families.
Are you still recovering from all of that delicious junk you ate on Thanksgiving? After feasting on tongue pleasing Thanksgiving food, it’s time to listen to our stomachs and detox! Jason shares a fantastic recipe for detox soup. Simple, delicious, and your stomach will thank you!
Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
This season, I offer gratitude for the gifts I have in life. This experience has convinced me that a mindset of gratitude leads to greater happiness. In addition to this episode, I put together a Thanksgiving message with a more intimate look into what I am thankful for:
https://www.sagepathfa.com/blog/a-thanksgiving-message-of-gratitude
What are you thankful for this season?
Email me at jfuchs@sagepathfa.com or call me at 904-366-9388. Happy Thanksgiving to you and your family!
When you retire, you’ll likely draw your income from several sources— such as retirement accounts, taxable investment accounts, and Social Security Benefits. Did you know that each of these sources is taxed according to its own rules? Join Jason (and special guest Amber Fuchs) as he explains these rules, whether (and when) you’re required to make withdrawals, and how paying taxes on distributions will impact your overall financial goals. At the end of this episode, you'll feel confident with the ability to accurately plan for your retirement. And be sure to stick around for today's recipe. Turkey Day is almost upon us! Jason shares an amazing recipe for Maple Smoked Thanksgiving Turkey. Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Would you like to feel more confident about your retirement preparedness? Join Jason (and special guest Amber Fuchs) as he helps you prepare for - and maneuver - the potential risks and solutions that may lie ahead. Jason goes Italian and gets fancy with his recipe for Malloreddus (gnochetti Sardi) with sausage and fennel ragù. So good! Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
For many Americans, navigating the maze of health insurance options—from employer-based plans to individual policies—can be dizzying. Much of that changes when you enter retirement. Join Jason (and special guest Amber Fuchs) as he breaks down how healthcare works in retirement and options for filling in the gaps. The new grill/smoker obsession continues! Jason shares a great recipe for simple, smoked pulled pork butt - this recipe takes very little effort! Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Elections can move the market, but that doesn’t mean you should change your approach. Join Jason (and special guest Amber Fuchs) as he takes a look at how elections can move the market, and how to stay invested for the long term despite short-term volatility. Jason recently purchased a new grill/smoker, and he's obsessed! Today he will share with you a great recipe for marinated, grilled pork chops. Something different – not your typical pork chop recipe. Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Online banking and electronic payment options offer consumers unprecedented access to their financial accounts. Yet, this convenience comes at a price—a greater risk of identity theft. Identity thieves can use your personal information to open fraudulent accounts and steal your money through unauthorized purchases and withdrawals. Join Jason (and special guest Amber Fuchs) as he shares steps you can take to protect against identity theft and reduce the damage when it happens. Are you as excited about football season as we are?! Football and chili seem to go hand in hand, and that's the recipe Jason is featuring in today's episode. Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Did you know Retirement is one of the most important life events you will experience, and getting it right takes wise planning? With a sound intellectual framework and some assistance from a qualified professional, you can ensure that you are ready to retire when the day comes. Join Jason (and special guest Amber Fuchs) as he breaks down each phase of retirement preparation. Looking for something exciting to cook for your next family breakfast? Jason's breakfast slider recipe will definitely quench your weekend morning hunger! Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening! We appreciate you!
Is your business protected if disaster strikes? Jason shares steps you can take to guard your business against possible catastrophes. Have IBS or a sensitive stomach? Jason shares a recipe for low FODMAP taco sloppy Joes & tips to manage your sensitive gut. Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening!
Your investment portfolio is more than the sum of your account balances. It represents your pathway toward important financial goals, whether a comfortable retirement or a college education for your kids starting a new business or buying a vacation home. But over time, the inevitable ups and downs of the financial markets can change the profile of your investment plan, leaving you with more risk than you’d like or less growth potential than you need. Jason shares a strategy called rebalancing which can fortunately help keep your investment plan in line with your goals. And don't forget about the homemade ice cream recipes in this episode that will leave your mouth watering! Contact us at jfuchs@sagepathfa.com or 904-366-9388. And check out YOLO at www.yololuxuryconsignment.com. Thanks for listening!
There's more to IRAs than tax advantages for retirement savings. In fact, IRAs can play a valuable role in estate planning, offering powerful tax benefits to both you and your heirs as you pass your wealth to the next generations. In this episode, Jason shares tips & strategies to consider when investing in IRAs. And hey, do you love carnitas but frown at the fat content?! Jason shares a recipe for a leaner version so you can stay looking good during summertime. Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening!
So many financial advisors talk about the $ "stuff" regarding retirement. What about the non $ stuff? How will your life change? Who do you want to be? What do you want to do? Join Jason as he explores all of the non $ stuff you need to know in order to live a happy & fulfilling retirement. And what would summer be without seafood? Jason shares a fantastic recipe to help you show off your summertime cooking skills. Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening!
Would you like to be a better investor? Good, because Jason will tell you how! Cakes & pies, cakes & pies! Well, just pies...Jason shares a "the best he's ever had" blueberry pie recipe with you. Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening!
Looking to cook an amazing, gourmet-like salmon dish in under 15 minutes? Well, look no further. In today's episode, Jason reveals his "secret" salmon recipe. Should you stay or should you go? Perhaps your best sleep may ultimately come from what had kept you awake. Contact us at jfuchs@sagepathfa.com or 904-366-9388. Thanks for listening!
We're rolling out a new format, bringing you more of what you want! We'll be releasing shorter episodes more frequently. In today’s episode, Jason shares a juicy, finger licking recipe meant for the grill & discusses why the stock market is up while the economy is down. We're here to help! Call or email us at 904-366-9388 or contact Jason at jfuchs@sagepathfa.com. Thanks for listening; we appreciate you!
Welcome to Dad Cents! With me on this episode is special guest James McDonald. Join us as we share with you some stellar recipes, discuss how to stay productive while working from home with kids, and I'll explain how to save the right way for your financial goals.
Jason goes off-format today with no guest, and today’s episode is much shorter than usual. Let’s take some time and talk about why we all should stay positive about the US coronavirus fight and why we should be investing in the stock market.
Welcome to Dad Cents! This is my introductory podcast. I'm Jason Fuchs, Managing Director of Sage Path Financial Advisors. With me is special guest Amber Fuchs, my amazing bride. Join us as we talk about what it's like to be new parents. I'll also discuss navigating market volatility as coronavirus concerns grow.
This video is partially sponsored by Allianz.