Zach’s Videos

Cash Crunch? Here Are 4 Tax-Friendly Ways to Get Cash Quickly!

Are you facing a short-term cash crunch and need money without triggering taxable events by liquidating your investments?

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What GRANDPARENTS Don’t Know About 529 College Savings Plans

In this video, we’re diving into everything grandparents need to know about 529 plans—a powerful tool for supporting your grandchildren’s educational future.

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What is IRMAA? How to Avoid Medicare Premium Surcharges in 2025

In this video, I’ll explain everything you need to know about IRMAA (Income-Related Monthly Adjustment Amount), including how it affects your Medicare Part B and Medicare Part D premiums.

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Get the MOST Out of Your Charity Donations with These 3 Simple Strategies

In this video, I’ll break down three powerful methods to give to charity that can maximize both your impact and potential tax benefits.

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Save on Taxes by Gifting Money Strategically!

In this video, I’ll explain simple steps for transferring wealth to the next generation without the need for complex estate planning.

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Get the MOST Out of Your Social Security Benefit Explained!

In this video, I’ll cover everything you need to know about Social Security benefits—from how to qualify to strategies for maximizing your income.

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