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Send us a textUncover the secrets to protecting your finances with insights from John Juzbasich, AFSP, now sharing his wisdom as part of National Tax Security Awareness Week. Each year, billions of dollars are lost to tax scams, a grim reality that affects countless individuals, especially vulnerable groups like the elderly. In this episode, John enlightens us on how criminals exploit tax systems and provides essential strategies to shield yourself and your loved ones from becoming victims of refund fraud.The holiday season is a notorious time for scams to flourish, and in this episode, we don’t just highlight the problem—we offer solutions. Learn to recognize the tactics scammers use, from impersonating IRS agents to crafting deceptive emails. We discuss the risks tied to oversharing on social media and the art of social engineering that scammers masterfully manipulate. Gain practical advice on maintaining your online security, such as identifying secure shopping websites, using strong passwords, and avoiding the traps of public Wi-Fi.We’re thrilled to announce the launch of Gamma Tax Navigators for the 2024 tax year, an innovative move by Gamma Wealth Management to integrate tax compliance into our comprehensive financial services. With John’s expertise in business consulting, we are poised to deliver a seamless client experience. We’re committed to security, having implemented rigorous measures to safeguard client information. Additionally, we provide updates on legislative changes like the pause of the beneficial ownership requirement, ensuring you’re always informed with the latest in tax regulations. Join us as we embark on this exciting journey of financial empowerment and protection.Support the showSeason 1 Music is Freethrow by Timothy InfiniteSeason 2 Music is Unwind by Dream CaveThe content presented and discussed is purely intended to be general and educational in nature, and should not be construed as specifically-tailored investment, financial planning, tax, legal, psychological diagnosis, or other professional advice. Any data cited is valid as of the date of presentation, but please know that such data (e.g., tax rates, brackets, and other rules) are frequently subject to change. Any investment performance referenced is purely past performance, which is no guarantee of any future performance. Nothing contained in this course should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. All investment, tax, and financial planning strategies involve risk that you should be prepared to bear. Investment, financial planning, tax, legal, and other professional advice is specific to each individual and entity, and you are highly encouraged to consult with professionals of your choosing before taking any action based on the contents presented or discussed herein.Gamma Wealth Management (“GWM”) is a registered investment advisor offering advisory services in the State(s) of Maryland and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet...

Send us a textJoin us on a transformative journey through the evolving world of retirement planning with Ricky Taylor, Director of Retirement Planning at CEP Consultants. From his beginnings at Prudential to mastering the art of employer-sponsored retirement plans, Ricky shares the pivotal shifts from generic solutions to sophisticated strategies that take age and tenure into account. Discover the intricacies of new comparability profit-sharing plans, which offer personalized benefits for business owners and key employees while catering to the entire workforce. As changes loom over Social Security, Ricky underscores the critical need for strategic planning to secure and sustain financial futures.Our conversation illuminates the powerful role of financial advisors in shaping balanced investment portfolios and why understanding your investment philosophy matters more than chasing volatile market trends. We delve into the educational aspects of asset allocation and recent legislative innovations like the Secure 2.0 Act, which revolutionizes how young professionals balance debt and retirement planning. With tax incentives for retirement plans and student loan-matching contributions, the landscape is changing. This episode is a treasure trove of insights for anyone looking to navigate the complex but rewarding world of financial and retirement planning.Support the showSeason 1 Music is Freethrow by Timothy InfiniteSeason 2 Music is Unwind by Dream CaveThe content presented and discussed is purely intended to be general and educational in nature, and should not be construed as specifically-tailored investment, financial planning, tax, legal, psychological diagnosis, or other professional advice. Any data cited is valid as of the date of presentation, but please know that such data (e.g., tax rates, brackets, and other rules) are frequently subject to change. Any investment performance referenced is purely past performance, which is no guarantee of any future performance. Nothing contained in this course should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. All investment, tax, and financial planning strategies involve risk that you should be prepared to bear. Investment, financial planning, tax, legal, and other professional advice is specific to each individual and entity, and you are highly encouraged to consult with professionals of your choosing before taking any action based on the contents presented or discussed herein.Gamma Wealth Management (“GWM”) is a registered investment advisor offering advisory services in the State(s) of Maryland and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet...

Send us a textCan we really redefine success for young adults beyond the age of 18? Join us as Dr. Abby Durkin and financial advisor Manny Henson tackle this critical question alongside us. Together, we explore the emotional and financial struggles families face when young adults transition to college or the workforce. With rising tuition costs and mounting student loans, the norm of achieving independence at 18 is increasingly under scrutiny. Dr. Durkin challenges outdated cultural expectations, highlighting the emotional toll on both parents and children, and the importance of fostering resilience and financial literacy for a smoother transition.Ever wondered how to manage the return of adult children to the family home without compromising their journey towards independence? This episode is packed with practical strategies from Manny Henson, who shares expert insights on how families can establish new household rules and navigate the complexities of today's economic landscape. We delve into the importance of open communication, setting boundaries, and adapting parenting approaches to support young adults as they carve out their new roles and responsibilities. The goal? To maintain healthy family dynamics while empowering our children to thrive.Financial preparedness is a cornerstone of the discussion, as we dissect the nuances of college finances and investment strategies. We address the evolving job market, the significance of making strategic educational decisions, and the critical need for realistic financial planning. Our conversation wraps up with an extensive guide to maximizing 401k investments, providing tips on avoiding tax penalties, and maintaining a balanced investment approach. Remember, the advice shared is educational, not personalized, so always consider consulting a professional for your specific financial situation. This episode is a treasure trove of wisdom for navigating the financial and emotional journey of guiding young adults to independence.Support the showSeason 1 Music is Freethrow by Timothy InfiniteSeason 2 Music is Unwind by Dream CaveThe content presented and discussed is purely intended to be general and educational in nature, and should not be construed as specifically-tailored investment, financial planning, tax, legal, psychological diagnosis, or other professional advice. Any data cited is valid as of the date of presentation, but please know that such data (e.g., tax rates, brackets, and other rules) are frequently subject to change. Any investment performance referenced is purely past performance, which is no guarantee of any future performance. Nothing contained in this course should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. All investment, tax, and financial planning strategies involve risk that you should be prepared to bear. Investment, financial planning, tax, legal, and other professional advice is specific to each individual and entity, and you are highly encouraged to consult with professionals of your choosing before taking any action based on the contents presented or discussed herein.Gamma Wealth Management (“GWM”) is a registered investment advisor offering advisory services in the State(s) of Maryland and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet...

Send us a textWhat if everyday decisions made by Japanese housewives could influence global financial markets? Join us as Manny Henson and Dr. Abby Durkin uncover the astonishing impact of these unsung financial strategists during the late 1990s. You'll learn how these women, traditionally responsible for managing household budgets, masterfully navigated Forex and carry trade to turn a strong yen into a household asset. Discover their significant yet often overlooked contribution to the Japanese economy, especially during times of quantitative easing implemented by the government.We then shift our focus to the groundbreaking economic policies of the late Prime Minister Shinzo Abe. This segment highlights the "Mrs. Watanabe" phenomenon, where average household financial decisions, particularly those made by women, have begun to democratize financial markets. Through a discussion on the evolution of brokerage fees and the importance of self-education in trading, we delve into how understanding market dynamics and risk management can empower anyone to make smarter financial decisions. In our final segment, we tackle the complexities and risks of international financial strategies, taking you through the precarious scenario of borrowing in yen to invest in the Russian ruble. Understand how brokers' responses to the Russian government default led to significant financial upheaval, and why robust risk assessment is crucial. We underscore the growing involvement of women in financial planning and advocate for enhanced financial education to bridge the wealth gap. Tune in to equip yourself with knowledge and insights to navigate the financial world more wisely and responsibly.Support the showSeason 1 Music is Freethrow by Timothy InfiniteSeason 2 Music is Unwind by Dream CaveThe content presented and discussed is purely intended to be general and educational in nature, and should not be construed as specifically-tailored investment, financial planning, tax, legal, psychological diagnosis, or other professional advice. Any data cited is valid as of the date of presentation, but please know that such data (e.g., tax rates, brackets, and other rules) are frequently subject to change. Any investment performance referenced is purely past performance, which is no guarantee of any future performance. Nothing contained in this course should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. All investment, tax, and financial planning strategies involve risk that you should be prepared to bear. Investment, financial planning, tax, legal, and other professional advice is specific to each individual and entity, and you are highly encouraged to consult with professionals of your choosing before taking any action based on the contents presented or discussed herein.Gamma Wealth Management (“GWM”) is a registered investment advisor offering advisory services in the State(s) of Maryland and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet...

Send us a textUnlock the mysteries of harmonizing love and money as I, Maynid Henson, team up with the brilliant Dr. Abbey Durkin to dissect the evolving phenomena of financial independence in love after 45. In an era where women wield greater economic power, the quest for companionship overrides the hunt for financial support. Our dialogue, inspired by a provocative Washington Post article, navigates the often-uncharted waters of later-life relationships, where women are deftly balancing heartstrings and purse strings. We peer into the strategies these savvy women employ to protect their nest eggs while embracing new romantic ventures, ensuring their financial security doesn't play second fiddle to their emotional fulfillment.Discover how the tides of remarriage stir up more than just sentimental waves as we examine the financial implications of finding new love later in life. Dr. Abbey and I shine a light on how such unions can jostle the anchors of social security benefits and alimony, urging the need for candid financial conversations before saying "I do" again. These discussions are not just about protecting assets but also about securing peace of mind for oneself and one's progeny. We delve into the complexities of estate planning and the legal scaffolding that upholds children's inheritances, balancing the non-material richness of partnership with the stark realities of financial foresight.Closing the loop on our financial odyssey, we address the delicate dance of managing marital finances. Together with Dr. Abbey, I highlight the unsung hero of marital bliss—communication—while unraveling the twine of tax planning and investment strategies that can either bind or divide. We advocate for a personalized approach, recognizing that every couple's financial fingerprint is unique. By intertwining our expertise with real-world scenarios, we lay out a roadmap for couples to navigate their shared financial future, underlining the power of professional guidance to ensure love and money can indeed share a lifetime commitment.Support the showSeason 1 Music is Freethrow by Timothy InfiniteSeason 2 Music is Unwind by Dream CaveThe content presented and discussed is purely intended to be general and educational in nature, and should not be construed as specifically-tailored investment, financial planning, tax, legal, psychological diagnosis, or other professional advice. Any data cited is valid as of the date of presentation, but please know that such data (e.g., tax rates, brackets, and other rules) are frequently subject to change. Any investment performance referenced is purely past performance, which is no guarantee of any future performance. Nothing contained in this course should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. All investment, tax, and financial planning strategies involve risk that you should be prepared to bear. Investment, financial planning, tax, legal, and other professional advice is specific to each individual and entity, and you are highly encouraged to consult with professionals of your choosing before taking any action based on the contents presented or discussed herein.Gamma Wealth Management (“GWM”) is a registered investment advisor offering advisory services in the State(s) of Maryland and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet...

Send us a textEmbrace the path to financial empowerment as we, Dr. Abby Durkin and Manny Henson, CFP, guide you through the harmonious interplay between behavioral change and your financial dreams. Unlock the art of setting realistic yet ambitious financial aims, sidestepping the pitfalls of self-doubt and the all-too-common comparison trap. Our unique XY axis framework is your new secret weapon, helping you categorize your goals by skill and motivation, whether you're taking your first tentative steps or striding confidently towards action.Navigate the seas of financial management with us as your trusty compass. Accountability, be it through the watchful eye of technology or the personal touch of a professional advisor, is the cornerstone of any successful financial strategy. We unpack the complexities of prudent budgeting, saving habits, and the often misunderstood intricacies of portfolio management. Discover how tailoring your approach to your individual needs can spell the difference between financial contentment and chaos.Rounding out our enriching dialogue, we tackle the potential upheavals of Black Swan events and the sheer unpredictability of financial markets. Learn why the sage counsel of financial experts is invaluable during these tumultuous times and how specifying long-term goals can anchor you against the temptations of get-rich-quick illusions. As we part ways, remember that our insights are the map to your financial literacy journey, equipping you to weather both the predictable tides and the unforeseen storms of economic life.Support the showSeason 1 Music is Freethrow by Timothy InfiniteSeason 2 Music is Unwind by Dream CaveThe content presented and discussed is purely intended to be general and educational in nature, and should not be construed as specifically-tailored investment, financial planning, tax, legal, psychological diagnosis, or other professional advice. Any data cited is valid as of the date of presentation, but please know that such data (e.g., tax rates, brackets, and other rules) are frequently subject to change. Any investment performance referenced is purely past performance, which is no guarantee of any future performance. Nothing contained in this course should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. All investment, tax, and financial planning strategies involve risk that you should be prepared to bear. Investment, financial planning, tax, legal, and other professional advice is specific to each individual and entity, and you are highly encouraged to consult with professionals of your choosing before taking any action based on the contents presented or discussed herein.Gamma Wealth Management (“GWM”) is a registered investment advisor offering advisory services in the State(s) of Maryland and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet...

Send us a textJoin us on the latest episode of the Ask My Man Manny Podcast, as we delve into the fascinating world of boy math and girl math. Discover how Gamma Wealth Management utilizes the power of "nudge" principles, and learn about practical ways it empowers clients in making decisions that are in their best interest.Support the showSeason 1 Music is Freethrow by Timothy InfiniteSeason 2 Music is Unwind by Dream CaveThe content presented and discussed is purely intended to be general and educational in nature, and should not be construed as specifically-tailored investment, financial planning, tax, legal, psychological diagnosis, or other professional advice. Any data cited is valid as of the date of presentation, but please know that such data (e.g., tax rates, brackets, and other rules) are frequently subject to change. Any investment performance referenced is purely past performance, which is no guarantee of any future performance. Nothing contained in this course should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. All investment, tax, and financial planning strategies involve risk that you should be prepared to bear. Investment, financial planning, tax, legal, and other professional advice is specific to each individual and entity, and you are highly encouraged to consult with professionals of your choosing before taking any action based on the contents presented or discussed herein.Gamma Wealth Management (“GWM”) is a registered investment advisor offering advisory services in the State(s) of Maryland and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet...

Send us a textDive into our latest podcast episode where we unravel the art of gift-giving. Learn how to choose the perfect present, understand the etiquette of receiving gifts, and avoid common gifting pitfalls. A must-listen for anyone wanting to master the delicate dance of giving and receiving!Support the showSeason 1 Music is Freethrow by Timothy InfiniteSeason 2 Music is Unwind by Dream CaveThe content presented and discussed is purely intended to be general and educational in nature, and should not be construed as specifically-tailored investment, financial planning, tax, legal, psychological diagnosis, or other professional advice. Any data cited is valid as of the date of presentation, but please know that such data (e.g., tax rates, brackets, and other rules) are frequently subject to change. Any investment performance referenced is purely past performance, which is no guarantee of any future performance. Nothing contained in this course should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. All investment, tax, and financial planning strategies involve risk that you should be prepared to bear. Investment, financial planning, tax, legal, and other professional advice is specific to each individual and entity, and you are highly encouraged to consult with professionals of your choosing before taking any action based on the contents presented or discussed herein.Gamma Wealth Management (“GWM”) is a registered investment advisor offering advisory services in the State(s) of Maryland and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet...

Send us a textJoin Dr. Abbey Durkin and Manny Henson, CFP, on Ask My Man Manny as they unveil the essential steps entrepreneurs need to take in 2024 for unparalleled success. Don't miss out on expert insights and practical advice to elevate your entrepreneurial journey. Tune in now!Support the showSeason 1 Music is Freethrow by Timothy InfiniteSeason 2 Music is Unwind by Dream CaveThe content presented and discussed is purely intended to be general and educational in nature, and should not be construed as specifically-tailored investment, financial planning, tax, legal, psychological diagnosis, or other professional advice. Any data cited is valid as of the date of presentation, but please know that such data (e.g., tax rates, brackets, and other rules) are frequently subject to change. Any investment performance referenced is purely past performance, which is no guarantee of any future performance. Nothing contained in this course should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. All investment, tax, and financial planning strategies involve risk that you should be prepared to bear. Investment, financial planning, tax, legal, and other professional advice is specific to each individual and entity, and you are highly encouraged to consult with professionals of your choosing before taking any action based on the contents presented or discussed herein.Gamma Wealth Management (“GWM”) is a registered investment advisor offering advisory services in the State(s) of Maryland and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet...

Send us a textJoin Manny and Abbey in this insightful episode as he dives into the world of vacations, sharing tips on how to make the most of your time off without the dreaded buyer's remorse. Discover the secrets to planning a rejuvenating getaway and explore creative strategies for enjoying stay-cations that leave you refreshed, not overwhelmed. Tune in for practical advice on balancing work and leisure, ensuring your vacations become a source of joy rather than stress. Don't miss this guide to guilt-free breaks on the Ask My Man Manny Podcast!Support the showSeason 1 Music is Freethrow by Timothy InfiniteSeason 2 Music is Unwind by Dream CaveThe content presented and discussed is purely intended to be general and educational in nature, and should not be construed as specifically-tailored investment, financial planning, tax, legal, psychological diagnosis, or other professional advice. Any data cited is valid as of the date of presentation, but please know that such data (e.g., tax rates, brackets, and other rules) are frequently subject to change. Any investment performance referenced is purely past performance, which is no guarantee of any future performance. Nothing contained in this course should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. All investment, tax, and financial planning strategies involve risk that you should be prepared to bear. Investment, financial planning, tax, legal, and other professional advice is specific to each individual and entity, and you are highly encouraged to consult with professionals of your choosing before taking any action based on the contents presented or discussed herein.Gamma Wealth Management (“GWM”) is a registered investment advisor offering advisory services in the State(s) of Maryland and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet...