Your Safe Money Show Retirees Anti Bucket List 3 15 25

Highlights for March 15th Your Safe Money Show

 Here's what we're working on for this Saturday's (March 15th) Your Safe Money Show. Todd will share things that no one tells you about retirement, although if you’ve listened to this show for a while I am thinking Todd has probably told you these before, but they are worth repeating. We’ve all heard about having a Bucket List. Well today Todd will have the Anti Bucket list; experiences you don’t want. And if they get rid of the Penny, how will that impact your wallet? Listen at 8 a.m. at Nice 95.5FM KBEK. They stream live at kbek.com. Hear recent shows at yoursafemoneyshow.com and on YouTube and Facebook.

Filing your taxes

 It is tax time and I’ve been seeing many recommendations from tax experts that you don’t want to wait to file your taxes for 2024. Here’s why: tax identity theft remains a huge problem and the sooner you file the better chance you can block thieves from using your Social Security number to file a fraudulent return. Whether you’re filing early because you’re eager for a refund or want to protect yourself from identity theft, you’ll still need a complete and accurate return to avoid delays. You should always double-check key details like your name, Social Security number, banking information and other filing data. With thousands of IRS layoffs this week, some experts worry the cuts could impact taxpayer service. But your refund shouldn’t be affected if you file an accurate return electronically and select direct deposit for payment. Typically, you can expect the IRS to process your e-filed return within 21 days.

Your Safe Money Show How to freeze your credit 3-8-25

Your Safe Money Show topics for March 8th

 Your Safe Money Show topics for March 8th edition: Todd will show how snowbirds can protect their nest eggs. What you need to know for 2025 when it comes to Roth 401(k) changes. And he’ll explain how to freeze your credit. Listen at 8 a.m. at Nice 95.5FM KBEK. They stream live at kbek.com. Hear recent shows at the podcast page at yoursafemoneyshow.com. You can also find us on Facebook and YouTube.

Avoiding finances

 I read that we do some crazy stuff just to avoid finances. One in five Americans would rather spend one hour in jail than work out a five-year budget. 32% would rather go to the DMV than work on a detailed financial plan. 26% would rather talk politics with somebody they disagree with than write a financial plan with a family member. 34% would rather post their most embarrassing photo of themselves on social media than post a screenshot of their account balance. And 27% would rather get stung by a bee than move their money to a new bank. I know that dealing with finances for some folks is the “last” thing they want to do, that’s why procrastination happens as often as it does. If you’ve been listening to the show for a while, you know I can take some of your anxiety away, with a no cost, no obligation appointment. Call 855 22 money, that's 855-226-6639 or go to yoursafemoneyshow.com.

Your Safe Money Show Costs in 1925 vs 2025