Episodios

  • Tax Planning Secrets

    Tax Planning Secrets
    May 5 2025
    Could you be leaving money on the table when it comes to taxes? Nicholas St. George unravels the mysteries of effective tax planning. This episode is your lowdown on how proactive tax strategies can prevent unnecessary stress and ensure that Uncle Sam doesn’t get more than his fair share. With relatable humor and real-life examples, Nick dives into: (03:27) The importance of proactive tax planning and reassessing withholding and estimated payments (07:43) Maximizing contributions to tax-advantaged accounts to boost your financial health (11:52)Strategies for a smart portfolio rebalance and the importance of understanding tax efficiency (23:02) The nitty-gritty of keeping track of new tax changes to stay ahead (25:55)Why filing an extension isn’t the end of the world, but an opportunity for better planning Resources: Holistiplan Connect with Nicholas St. George: St George Wealth LinkedIn: Nicholas St. George Facebook: Nicholas St. George Phone: 828-481-8836
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    35 m
  • Navigating Financial Challenges: Expert Tips for Busy Professionals (Ep. 12)

    Navigating Financial Challenges: Expert Tips for Busy Professionals (Ep. 12)
    Mar 27 2025
    What’s the secret sauce for building wealth while juggling life’s chaos? Nick St. George from St. George Wealth Management kicks off the latest episode of Un Eff Your Finances with an engaging discussion on the importance of a structured financial plan for busy executives and business owners. With a mix of humor and expertise, he …

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    35 m
  • How to Choose the Right Financial Advisor: Essential Questions (Ep. 11)

    How to Choose the Right Financial Advisor: Essential Questions (Ep. 11)
    Mar 13 2025
    What questions should you ask before entrusting your finances to an advisor? Dive into this episode where Nicholas St. George uncovers the essentials to choosing the perfect financial partner. Whether you’re a hotshot business owner or just getting started in the financial game, these insights will keep you on the straight and narrow. Nick breaks …

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    28 m
  • Tackle Tax Season Like a Pro with Mark Carrison (Ep. 10)

    Tackle Tax Season Like a Pro with Mark Carrison (Ep. 10)
    Feb 27 2025
    Do you find yourself tangled in tax season chaos every year? You’re not alone! Dive into this episode for a laugh and some clarity! In this episode, Nicholas chats with his brother from another mother, Mark Carrison, a seasoned tax pro from Verdolino and Lowey. Prepare to unwind those tax-time worries and learn how to …

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    33 m
  • Real Talk on Taxes with Anthony R. Ruffalo (Ep. 9)

    Real Talk on Taxes with Anthony R. Ruffalo (Ep. 9)
    Feb 13 2025
    Wondering how to navigate your tax forms this season without losing your cool—or your cash? Don’t worry, we’re here to break it down. In this episode, Nicholas St. George teams up with Anthony Ruffalo, a social media legend and financial advisor, to get real about taxes and smart financial planning. Join us for full transparency …

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    34 m
  • Avoiding Financial Train Wrecks with Eric Woodraska (Ep. 8)

    Avoiding Financial Train Wrecks with Eric Woodraska (Ep. 8)
    Jan 30 2025
    Ever wonder why your retirement portfolio might resemble a messy clearance aisle at TJ Maxx? In this episode, Nick St. George sits down with Eric Woodraska, Client Portfolio Manager from Helios, a financial wizard who knows his way around a portfolio like no other! They dig into the good, the bad, and the downright “what …

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    32 m
  • Small Steps to Big Financial Wins (Ep.7)

    Small Steps to Big Financial Wins (Ep.7)
    Jan 16 2025
    Want to make 2025 your most financially fit year yet? Discover how small tweaks can bring big wins to your wallet! This week on Un Eff Your Finance, Nicholas St. George explores practical steps to kickstart your financial goals for the new year. They dive into simple yet powerful habits that help busy individuals take …

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    29 m
  • Crushing Retirement Risks: Making Your Money Last in Retirement (Ep. 6)

    Crushing Retirement Risks: Making Your Money Last in Retirement (Ep. 6)
    Jan 2 2025
    Are you ready to navigate the unpredictable seas of retirement? What if your golden years could be generously funded and worry-free? In this episode, Nicholas tackles the burning question of how to make your money last in retirement amid rising inflation and longer lifespans. He addresses the realities of longevity risk, the importance of planning …

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    26 m
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