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Cooking Everything But The Books

Cooking Everything But The Books

By David Ortiz
David Ortiz is a CFP® (CERTIFIED FINANCIAL PLANNER), but he also studied cooking at the CIA (Culinary Institute of America). Fittingly, he's known as the Financial Chef. This podcast serves to educate and invigorate you about retirement income planning! David will take you through a fun, focused course to teach you all there is to know about one of the most important pillars of retirement: tax planning. Plus, each episode features a mini segment about his favorite cooking methods, gadgets, or philosophies.
www.financialchef.com
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Currently playing episode

Episode 6: Tax Sensitive Allocation

Cooking Everything But The Books

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Episode 6: Tax Sensitive Allocation
For the fourth stop along the Tax Management Journey we’ll be discussing Tax Sensitive Allocation. To hear the culinary segment, skip to 07:30. Youtube Channel - https://cutt.ly/FinancialChefYoutube Visit www.chatwithchef.com to set up a meeting. Theme song by Yongwoo - yongwooozy.bandcamp.com
14:41
October 4, 2021
Episode 5: Avoiding Marginal Tax Traps
For the third stop in the Tax Management Journey, Avoiding Marginal Tax Brackets, we’ll be advising how to stay away from the Tax Torpedo. To hear the culinary segment on brining, skip to 07:51. Youtube Channel - https://cutt.ly/FinancialChefYoutube Visit www.chatwithchef.com to set up a meeting. Theme song by Yongwoo - yongwooozy.bandcamp.com
16:05
September 20, 2021
Episode 4: Measuring Your Tax Bracket (Tax Brackets 201)
For the second stop in the Tax Management Journey, Measuring Your Tax Bracket, we’ll be breaking it up into 2 episodes. In Tax Brackets 201, we’ll go over some examples of how to determine your tax bracket and which buckets you should be saving money into. To hear the culinary segment, skip to 10:12. Click here to see a visual of the tax bracket measuring cup: https://ibb.co/jDh3R7p Youtube Channel - https://cutt.ly/FinancialChefYoutube Visit www.chatwithchef.com to set up a meeting. Theme song by Yongwoo - yongwooozy.bandcamp.com
17:37
September 6, 2021
Episode 3: Tax Brackets 101
For our second stop along the Tax Management Journey, Measuring Your Tax Bracket, we’ll be dividing this concept into 2 episodes. In Tax Brackets 101, we go over the basics of each bracket. To hear the culinary segment, skip to 08:39. Youtube Channel - https://cutt.ly/FinancialChefYoutube Visit www.chatwithchef.com to set up a meeting. Theme song by Yongwoo - yongwooozy.bandcamp.com
16:37
August 16, 2021
Episode 2: The Order of Money
In this episode, David will discuss the first stop along the Tax Management Journey: the Order of Money. He teaches you how to determine which of your accounts holds the most purchasing power, and he also sings the praises of the Instant Pot in today's culinary segment which begins at 0:9:55. Financial Chef's Youtube Channel Visit www.chatwithchef.com to set up a meeting. Theme song by Yongwoo - yongwooozy.bandcamp.com
19:39
August 2, 2021
Episode 1: Introducing the Tax Management Journey
In this episode, we lay out the roadmap for season one of this podcast in which we will be discussing the Tax Management Journey. But first, you'll need to understand the proposed changes to the current tax code. To hear the culinary segment, skip to 13:20. Youtube Channel - https://cutt.ly/FinancialChefYoutube Visit www.chatwithchef.com to set up a meeting. Theme song by Yongwoo - yongwooozy.bandcamp.com
20:54
July 19, 2021
Trailer: Cooking Everything But The Books Podcast
Get a sneak peek into what the Cooking Everything But The Books Podcast has to offer!
01:43
June 23, 2021