Tax Strategies, Market Insights, and Unexpected Wisdom with Bill Altman | Ready Aim Retire Ep 30

In this unique crossover episode of Ready Aim Retire and The Big O Money Show, Rob Kirvan is joined by Omaha's own Bill Altman for a lively discussion about 2025 tax strategies, managing market corrections, and creating financial stability in uncertain times. Alongside co-host Tony Shore, the trio dives into everything from Roth conversions to the importance of long-term planning, with plenty of laughs along the way. Plus, hear about Jimmy Carter’s surprising legacy, why Omaha might just be America’s hidden gem, and how Rob’s college-golfing daughter is humbling him on the greens.
Timestamps:
00:01 - Rob welcomes Bill Altman for a special crossover episode
01:09 - Humbling moments: Rob’s daughter outdrives him on the course
03:21 - 2025 tax code and what it means for retirees and business owners
05:53 - The trickle-down effect: How small actions benefit local economies
08:01 - Tony's Chevy Volt: Electric car insights and humor
09:44 - Reflecting on Jimmy Carter’s presidency and post-presidency legacy
12:42 - Habitat for Humanity and Carter’s Nobel Peace Prize
15:06 - Parenting and education: A nostalgic look at changing times
20:41 - Market strategies: Managing corrections and staying the course
24:44 - The stock market as a “dieting analogy”-fat times and lean times
27:34 - Omaha’s hidden charm: Rob’s surprising love for the city
28:28 - Naperville vs. Omaha: Hidden gems of the Midwest
29:04 - Closing thoughts: Why staying informed is key to financial success
📞 Want personalized financial advice? Reach out to Rob Kirvan at AP Advisors Group for guidance on preparing your portfolio, no matter the political climate!
👉 Call us at 630-780-1099
👉 Visit us at www.apadvisorsgroup.com
Let us know your thoughts on the topics discussed or give us any feedback to make the future episodes better!