Episodes

Tuesday Oct 13, 2020
SECURE Act #7: Proactive strategies to mitigate new inherited IRA rules
Tuesday Oct 13, 2020
Tuesday Oct 13, 2020
Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA. The following is not to be construed as tax or legal advice.
Host: Thomas De Jong, M.S.
Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDr
Download the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1Hg
All securities through Money Concepts Capital Corp. Member FINRA/SIPC. Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM

Thursday Oct 08, 2020
SECURE Act #6: New inherited IRA planning opportunities
Thursday Oct 08, 2020
Thursday Oct 08, 2020
Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA. The following is not to be construed as tax or legal advice.
Host: Thomas De Jong, M.S.
Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDr
Download the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1Hg
All securities through Money Concepts Capital Corp. Member FINRA/SIPC. Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM

Thursday Sep 24, 2020
SECURE Act #5: Drastic changes to inherited retirement accounts
Thursday Sep 24, 2020
Thursday Sep 24, 2020
Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA. The following is not to be construed as tax or legal advice.
Host: Thomas De Jong, M.S.
Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDr
Download the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1Hg
All securities through Money Concepts Capital Corp. Member FINRA/SIPC. Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM

Thursday Sep 17, 2020
SECURE Act #4: Changes to employer retirement plans
Thursday Sep 17, 2020
Thursday Sep 17, 2020
Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA. The following is not to be construed as tax or legal advice.
Host: Thomas De Jong, M.S.
Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDr
Download the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1Hg
All securities through Money Concepts Capital Corp. Member FINRA/SIPC. Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM

Tuesday Sep 15, 2020
SECURE Act #3: Removal of age restriction for Traditional IRA contributions
Tuesday Sep 15, 2020
Tuesday Sep 15, 2020
Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA. The following is not to be construed as tax or legal advice.
Host: Thomas De Jong, M.S.
Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDr
Download the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1Hg
All securities through Money Concepts Capital Corp. Member FINRA/SIPC. Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM

Thursday Sep 10, 2020
SECURE Act #2: Required Minimum Distribution (RMD) age moved to 72
Thursday Sep 10, 2020
Thursday Sep 10, 2020
Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA. The following is not to be construed as tax or legal advice.
Host: Thomas De Jong, M.S.
Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDr
Download the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1Hg
All securities through Money Concepts Capital Corp. Member FINRA/SIPC. Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM

Tuesday Sep 08, 2020
SECURE Act #1: Introduction
Tuesday Sep 08, 2020
Tuesday Sep 08, 2020
Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA. The following is not to be construed as tax or legal advice.
Host: Thomas De Jong, M.S.
Download the entire series: https://theplanningfirm.egnyte.com/dl/7M5PrlIiDr
Download the series transcript: https://theplanningfirm.egnyte.com/dl/aqzUbZg1Hg
All securities through Money Concepts Capital Corp. Member FINRA/SIPC. Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM

Tuesday Aug 25, 2020
Purpose-driven Finances: Summary and perspective
Tuesday Aug 25, 2020
Tuesday Aug 25, 2020
Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA. The following is not to be construed as tax or legal advice.
Host: Thomas De Jong, M.S.
Download the entire series: https://theplanningfirm.egnyte.com/dl/wHoNTvu1Az
Download the series transcript: https://theplanningfirm.egnyte.com/dl/IovzarBwSi
All securities through Money Concepts Capital Corp. Member FINRA/SIPC. Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM
www.ThePlanningFirm.com | www.linkedin.com/in/ThePlanningFirm | www.facebook.com/ThePlanningFirm

Thursday Aug 20, 2020
Purpose-driven Finances Priority #10: Live on the rest
Thursday Aug 20, 2020
Thursday Aug 20, 2020
Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA. The following is not to be construed as tax or legal advice.
Host: Thomas De Jong, M.S.
Download the entire series: https://theplanningfirm.egnyte.com/dl/wHoNTvu1Az
Download the series transcript: https://theplanningfirm.egnyte.com/dl/IovzarBwSi
All securities through Money Concepts Capital Corp. Member FINRA/SIPC. Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM
www.ThePlanningFirm.com | www.linkedin.com/in/ThePlanningFirm | www.facebook.com/ThePlanningFirm

Tuesday Aug 18, 2020
Purpose-driven Finances Priority #9: Pay down the mortgage
Tuesday Aug 18, 2020
Tuesday Aug 18, 2020
Money Concepts Radio is a financial series brought to you by KDCR and Money Concepts – The Planning FirmTM in Sioux Center, IA. The following is not to be construed as tax or legal advice.
Host: Thomas De Jong, M.S.
Download the entire series: https://theplanningfirm.egnyte.com/dl/wHoNTvu1Az
Download the series transcript: https://theplanningfirm.egnyte.com/dl/IovzarBwSi
All securities through Money Concepts Capital Corp. Member FINRA/SIPC. Money Concepts Capital Corp. is not affiliated with The Planning Firm.TM
www.ThePlanningFirm.com | www.linkedin.com/in/ThePlanningFirm | www.facebook.com/ThePlanningFirm