Changing Your State And Local Tax Residency With Daniel Kelly

Category: The Wealthcast

TWC 11 | Changing Local Tax Residency

September 9, 2020  |  

Changing Your State And Local Tax Residency With Daniel Kelly

Changing your residency is not as simple as packing your bags and moving into a new house. There are important tax considerations that you have to think about, especially if you want to avoid a heavy tax burden. Helping you navigate the world of relocation and the tax implications thereof, host Charles P. Boinske invites over to the show Daniel Kelly, the senior associate in Hodgson Russ’ Tax Practice. In this episode, Daniel sheds light on the things […]

TWC 10 | Diversification Myths

August 26, 2020  |  

The Myths Surrounding Diversification And The Value Of Well-being Advisors With Meir Statman

The financial world can be quite overwhelming. There is so much information out there that it can be easy to get carried away by it all and forget what really matters. In this episode, Charles P. Boinske interviews Meir Statman, Glenn Klimek Professor of Finance at Santa Clara University, to help cut through the noise by breaking down the five myths about diversification and reminding us not to lose ourselves by explaining why good financial advisors […]

TWC 9 | Evidence-Based Investing

August 12, 2020  |  

Making A Case For Evidence-Based Investing With Robin Powell

An educated investor is a great investor. That is why investing should not be dependent on hunches and guesswork. Every deal should be considered and given the proper amount of time to learn about. Speaking about this very important subject, Charles P. Boinske, CFA interviews The Evidence-Based Investor, Robin Powell, to talk about evidence-based investing, how he is building the case for it around the world, and why he thinks the industry has a long way to […]

July 29, 2020  |  

A Father’s Legacy Lives On

A Daughter Honors her Father by Helping Thousands in Need Non-profit Fred’s Footsteps honors the life and legacy of native South Philadelphian G. Fred DiBona, Jr., a community and business leader known and respected for his generous spirit, big heart, and dedication to others. His daughter, Christine DiBona Lobley, heads up Fred’s Footsteps in raising money to help families with seriously ill, injured or disabled children. In this episode, Christine shares some of the many […]

July 15, 2020  |  

Fly Fishing Edition: George Daniel’s Fly Fishing Journey

When Following Your Bliss Leads to a Rewarding Career When considering how to take care of your financial life and health, it is essential to include your mental and emotional well being, too. One way to achieve this is by having a hobby that allows you to relax and have a complete break from juggling the demands of business and family. In this episode, George Daniel shares the inspiring story of how he turned his […]