• Money Talk with Yu, hosted by Jerry Yu

  • De: Jerry Yu
  • Podcast

Money Talk with Yu, hosted by Jerry Yu Por arte de portada

Money Talk with Yu, hosted by Jerry Yu

De: Jerry Yu
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  • Resumen

  • Welcome to 'Money Talk with Yu,' the podcast that invites you to explore the captivating journeys of accomplished businesspeople who have paved their way to success. Join your host, Jerry Yu, as he sits down with a diverse range of entrepreneurs and industry leaders, delving deep into their stories of triumph, resilience, and vision. Discover the invaluable lessons learned along the way, and gain insights into building and safeguarding your business and financial future for generations to come. In the midst of these inspiring conversations, Jerry draws from his own expertise as the author of 'Fortify Your Financial Kingdom,' offering a unique perspective on how to infuse flexibility and control on your journey to success. Tune in to 'Money Talk with Yu' and fortify your path today!
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Episodios
  • [Classic Rewind] How to Pay for College without Ruining Your Kids

    [Classic Rewind] How to Pay for College without Ruining Your Kids
    Jul 24 2024

    This is a classic rewind episode.


    On today’s Fortify Your Financial Kingdom, Doug and Jerry discuss:

    • Define “ruining” as it relates to paying for college?
    • What are the limitations to the 529 plans out here…start with what a 529 is, please.
    • Can you talk about the Chinese versus American grandpa solutions for college?
    • Purchase life insurance versus putting money in a 529…what is your advice?


    Contact Jerry:

    Website: www.reignfinancialservices.us

    Linkedin: www.linkedin.com/in/jerry-yu-4a293430/

    Facebook: www.facebook.com/reign.financial.insurance

    Instagram:

    www.instagram.com/reign.financial

    YouTube: Search for “Jerry Yu – The Family Money Doctor”

    Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098

    Cell: (626) 890-0090

    Email: jerry.yu@reignfinancialservices.us

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    11 m
  • [Classic Rewind] Save More with Proactive Tax Planning: Insights from Jeff Hockett

    [Classic Rewind] Save More with Proactive Tax Planning: Insights from Jeff Hockett
    Jul 17 2024
    Do you want to maximize your tax savings? Are you looking for a solution to efficiently plan and save on your taxes? Well, I have just the answer for you. Join me as my guest, Jeff Hockett, shares proactive tax planning strategies that will help you achieve optimal tax savings. By implementing these strategies, you can ensure efficient tax planning and maximize your savings.About Jeff Hockett:Jeff Hockett is the Owner of Hockett Tax and has been doing taxes since 1993. As an EA, he has helped clients save money on taxes, negotiated offers in compromise, provided audit services, and helped many companies get started. He has been a member of several organizations over the years and has always donated his time to many volunteer positions. He is the Past President of the West Valley Nation Association of Property Managers, a Current member of the American Society of Tax Problem Solvers, and a consultant for many small businesses and Brokerages. And he is also the Host of the More Money in Your Pocket Podcast.On today’s Fortify Your Financial Kingdom, Jeff and Jerry discuss:Maximize tax savings with proactive planning strategies that keep more money in your pocket.Avoid the potential consequences of ignoring IRS letters by understanding the steps to take and protecting your financial future.Accurate record-keeping is key to ensuring you're able to claim all available deductions and minimize your tax liability.Discover the benefits of working with a tax professional who can navigate the complexities of the tax system on your behalf.Learn how to navigate the complexities of the tax system to optimize your tax savings and financial success. Key Takeaways:Maximize tax savingsProactive tax planning is key to maximizing your tax savings, both for businesses and individuals. Avoid negative consequencesIgnoring IRS letters and failing to address tax issues promptly can have serious repercussions, including hefty fines and penalties, or even legal action. Ensure accurate record-keepingKeeping detailed and accurate financial records not only helps in the preparation of tax returns, but it also provides vital supporting evidence in case of an audit. “Don't just see your accountant as a tax filer, see them as a tax planner who can help you leverage tax codes to your advantage." —Jeff HockettContact Jeff:LinkedIn: https://www.linkedin.com/in/hocketttax/ Facebook: https://www.facebook.com/hocketttaxandpayroll/ Instagram: https://www.instagram.com/hocketttax/ About the host, Jerry Yu:Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees.Contact Jerry:Website: www.reignfinancialservices.usLinkedin: www.linkedin.com/in/jerry-yu-4a293430/ Facebook: www.facebook.com/reign.financial.insuranceInstagram: www.instagram.com/reign.financialYouTube: Search for “Jerry Yu – The Family Money Doctor”Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098Cell: (626) 890-0090Email: jerry.yu@reignfinancialservices.usShow notes by Podcastologist: Hanz Jimuel AlvarezAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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    21 m
  • [Classic Rewind] Go to the Money Doctor

    [Classic Rewind] Go to the Money Doctor
    Jul 10 2024

    This is a classic rewind episode.



    On today’s Fortify Your Financial Kingdom, Doug and Jerry discuss:

    ● With the wisdom from the first 8 chapters can you please define what a Family Money Doctor is again?

    ● Why do you feel it is important to have a family money doctor?

    ● What components are needed to maintain good money health?

    ● The right “medicine” is essential to help you get to your optimum health. Medicine includes Life Insurance, Annuities and 401K…so many choice in each of these categories…how does one decide?

    ● How does a money doctor work Jerry?

    ● Here’s where I would like to give you a moment to talk about your business and promote why you are a great fit for our listening audience Jerry?


    Contact Jerry:

    Website: www.reignfinancialservices.us

    LinkedIn: www.linkedin.com/in/jerry-yu-4a293430/

    Facebook: www.facebook.com/reign.financial.insurance

    Instagram: www.instagram.com/reign.financial

    YouTube: Search for “Jerry Yu – The Family Money Doctor”

    Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098

    Cell: (626) 890-0090

    Email: jerry.yu@reignfinancialservices.us

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    9 m
Liderazgo Gestión Economía
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