Team Wealth & Tax Advisors
This channel belongs to Team Wealth & Tax Advisors, an investment advisory and tax preparation firm in Temecula, California. Our content is purely educational for the general public on the topics surrounding wealth, retirement, and taxes. To learn more about our firm and to view our specific disclosures pertaining to operating as a registered investment advisor (ADV and CRS) please visit our website at www.wealthandtax.com
Don't Get Stuffed With Taxes: Year-End Tax Moves to Make Before the Pumpkin Pie is Gone.
2026 Social Security & Medicare BOMBSHELL: T-Minus Retirement Episode 36
Are We Partying Like It's 1999 Again? T-Minus Retirement Episode 35
What Was Key About Q3? T-Minus Retirement Episode 34
Five Tips For Inheritances: T-Minus Retirement Episode 33
The Fed Cuts, Stocks Rip It Up: T-Minus Retirement Episode 32
Latest Economic Data Shows Conflicting Signs In The Market
Powell Pivots...So What Does That Mean For Your Money: T-Minus Retirement Episode 30
Should You Fear Investing At All Time Highs? T-Minus Retirement Episode 29
Social Security Goldmine
How Trump's Executive Order Jolts Your 401(k): T-Minus Retirement Episode 28
The Potential Ticking Tax Time Bomb: T-Minus Retirement Episode 27
Does Anyone Know Why Stocks Are Up? T-Minus Retirement Episode 26
One Big Beautiful Tax Savings For Seniors: T-Minus Retirement Episode 25
So...How BIG and BEAUTIFUL is the New Tax Legislation? T-Minus Retirement Episode 24
Q2, How Are You? T-Minus Retirement Episode 23
T-Minus Retirement Episode 22: Should You Take The Nuclear Option With Your Portfolio?
T-Minus Retirement Episode 21: How Are My Investments Taxed?
T-Minus Retirement Episode 20: Surprised By A Social Security Boost? Here's Why
T-Minus Retirement Episode 19: Diving Into Potential Tax Changes
T-Minus Retirement Episode 17: Planning for the Unexpected
T-Minus Retirement Episode 18: The Markets Have Rebounded...Now What?
T-Minus Retirement Episode 16: Stock Market Showdown
T-Minus Retirement Episode 15: Riding Out Stock Market Swings
T-Minus Retirement Episode 14: Avoiding the 10% Trap
T-Minus Retirement Episode 13: Stockpiling Your First $1 Million
T-Minus Retirement Episode 12: Don't Get Political
T-Minus Retirement Episode 11: Will Retirement Work With $1.5 Million?
T-Minus Retirement Episode 10: Frequently Asked Questions