Financial Planning, Investing & Taxes

Jan 27 2025 20 ep. 13 mins 1
Financial Planning, Investing & Taxes Podcast artwork

Top Shelf Talks is a place we bring Real Experts, Relevant Trends, and Real Opinions Information. Financial Planning Market Updates Current Events Tax Planning History Sports and other things going on. Check us out weekly, new Episodes Drop Every Wednesday at 12:30pm ET.

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Tax Season 2024/2025

Jan 27 2025 5 mins  
In this week's episode:Tax Season 2024:What Documents do you need for your Taxes?Did you get your W-2 & 1099s?Standard Deductions or Itemize Return?What should you tell your Tax Pro?We would also like to hear from you on future casts and tips you like for us to talk about in 2025. Please just email us at [email protected].#Podcast #Networth #reactions #topshelftalks #401k

Overview of General Motors (GM) & EVs

Jan 15 2025 8 mins  
In this week's episode:We look at GM:Revenue in 2024 strongGM Financial revenue is increasingWhat is GM doing in EV market?Is the price point right for you? Would you invest in a GM product? We would also like to hear from you on future casts and tips you like for us to talk about in 2025. Please just email us at [email protected].#Podcast #Networth #reactions #topshelftalks

New Tax Changes for 2025 (Highlights)

Jan 06 2025 4 mins  
Our First Episode in 2025:We review IRS Changes for 2025:Personal Exemption stays at $0 as part of the 2017 Tax Cut / Jobs ActStandard deduction limit increases to $15,000 ($30,000 for MFJ)Marginal Tax Brackets set to new limitsEarned Income Tax Credit (EITC), limit raised to over $8,000Estate Tax Limits increase over $13.9 milGift limit to $19,000 for 2025We would also like to hea

Ready for 2025, we share our plans

Dec 22 2024 2 mins  
What is new for 2025, we are:Going to do quick shorts two times a week with tips and things happeningCompany ProfilesTax TipsInvestment outlooksHow to save moneyWe have to bring Tom back to the show!!!Hopefully our first "Live" event in 2025We would also like to hear from you on future casts and tips you like for us to talk about in 2025. Please just email us at topshelftalks@yahoo

Quick Update / Taking the Summer Off and New Stuff Comming

Jun 21 2023 2 mins  
Quick Update on what we are working on this SummerFinancial Planning Series continuesWeekly Market UpdatesNew Series on the Book Richest Man in Babylon by George ClansonIf you like a financial plan or just chat with Tom, email [email protected] or give him a call at 614-310-0269 he love to hear from you. If you live in the Columbus, OH or St Louis, MO area he would be happy to sit

Petro Dollar What is really mean? Does it change how we invest?

Apr 19 2023 12 mins  
Petro Dollar, so much talk but what does it really mean? Petro Dollar what does it meanPetro Dollar, who created itWhy is the US Dollar so strong?Money Supply what will happen if this stopsThe Fed how do they react?What does this all mean for the average investor?Crypto, BitcoinGive Tom a Call, he is here to help. If you like a financial plan or just chat with Tom, email tom@consus

Banks, Market What can you do? You know Focus on your Financial Plan

Apr 05 2023 20 mins  
Tom and Chris, 2nd Cast in 2023 we talk about: Importance of Financial PlanThe Fed and RatesBanking Industry What is going on? SVB Silicon Valley BankGold, Silver and DollarCredit UnionsBig Banks/Regional Bank RiskGive Tom a Call he is there to help. If you like a financial plan or just chat with Tom, email [email protected] or give him a call at 614-310-0269, he love to hear from

Talking Mortgages, Real Estate Markets and How Things Have Change

Mar 08 2023 21 mins  
We Talk all things Mortgages, Real Estate and types of Mortgage Products, with our Expert Kevin BaileyReal EstateMortgage ProductsFHA, Conforming Loan, PMIFind an expert in your area.How Important are Closing Costs? How long does the process take?How early should you apply for a mortgage when purchasing a home?Give Kevin a Call he is here to help. If you like a disscuss a mortgage

Fun with Tik-Tok the real meaning don't forget your 401k.

Mar 01 2023 16 mins  
We have some Fun with Tik-Tok, with a real meaning "don't forget your 401k" Importance of Financial PlanBeing Successful in Retirement401k Really a Good Program401k Roth Little Hidden Secret What is really a Fiduciary? Richest Man in Babylon by George S. Clason Don't wait get with a Certified Financial PlannerGive Tom a Call he is here to help. If you like a financial plan or just

Our First Podcast of 2023 - Importance of Financial Plan, is going to the Gym really what you need this year?

Jan 23 2023 17 mins  
Our First Podcast of 2023, we talk about: Again, Importance of Financial Plan Being Successful in Retirement Is clipping coupons in your future? Going to the Gym really what you need in 2023? Hidden Money could it be there? What is really a Fiduciary? What is coming up, our series on the book Richest Man in Babylon by George S. Clason Don't wait get with a Certified F