Understand the secret sauce behind the U.S. tax system as we sit down with Ryan Nelson, the financial wizard from Alchemy Wealth Management and the brains behind "Your Fiscal Physical." We're unlocking the real story on tax brackets, dispelling myths left and right, and teaching you how your hard-earned dollars fill up the tax "buckets" one by one. You'll walk away from this conversation with the kind of knowledge that turns a daunting tax code into a series of manageable steps that could even play to your advantage when you know the ropes.

Our chat with Ryan doesn't just stop at tax brackets; we're also tackling the big questions on financial education and how it trumps the daily news churn. By sidestepping the noise and focusing on evergreen wisdom, we learn how staying savvy about finances can impact everything from your eligibility for electric vehicle credits to your overall fiscal health. So, pull up a chair and let's get financially literate together – because when it comes to your money, knowledge isn't just power, it's profit.

Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk

If you have suggestions or feedback, please email us at: Podcast@AlchemyWealth.com

And, as always, STAY THE COURSE!

Have you ever found yourself at a career crossroads, pondering the fate of your 401(k) and feeling lost in the sea of financial decisions? Fear not, as we've summoned the wisdom of Ryan Nelson from Alchemy Wealth Management to navigate these choppy waters. Together with my co-host, Aaron Hoisinton, we dissect the maze of options that lie before you when you bid farewell to your employer. From cashing out (beware the tax beast!) to the ease of leaving funds put or the strategic move of merging with a new job's plan, we scrutinize each path and its impact on your financial future. And if you're craving investment variety, we spill the secrets on how an IRA could be your ticket to a diversified portfolio.

Then, we shift gears and hone in on the nitty-gritty of retirement account rollovers. Do you bet on the new employer to shield you from those sneaky 401(k) fees, or could an IRA offer you the investment smorgasbord you've been dreaming of? As Ryan shares his expertise, we examine how your choice between a 401(k) and an IRA can be a game-changer for your financial tactics, spotlighting the implications for Roth conversions and those elusive backdoor contributions. We've armed you with the insights to make an informed decision that aligns with your financial aspirations. So tune in, and let's chart a course to a retirement plan that's as tailored to you as your favorite suit.

Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk

If you have suggestions or feedback, please email us at: Podcast@AlchemyWealth.com

And, as always, STAY THE COURSE!

Unlock the secrets of savvy asset placement with financial wizard Ryan Nelson as we tackle the big questions about investment strategies and tax efficiency. Prepare to navigate the complex world of Roth IRAs, traditional IRAs, and brokerage accounts as we reveal how the right choices can lead to substantial tax savings and optimal growth. It's not just about where you invest, but how and where you place those investments that can make a monumental difference to your financial future. We're busting myths left and right, especially when it comes to dividends in retirement, arming you with the knowledge to make investments that truly work for you.

Step into a realm where financial independence isn't just a dream, but a bespoke reality tailored to your deepest passions and desires. Together with Ryan, we dissect the layers of financial freedom, showing it's not about the size of your wealth but the power to make life choices without monetary constraints. We draw inspiration from the likes of Peter Thiel to illustrate the transformative power of strategic asset placement. Whether it's attending the Super Bowl without a second thought about the cost, or simply choosing to work on your own terms, we're here to guide you towards a life where financial literacy isn't just a tool—it's the key to unlocking a world where your finance is as free as your spirit.

Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk

If you have suggestions or feedback, please email us at: Podcast@AlchemyWealth.com

And, as always, STAY THE COURSE!