Wealth Matters with Debra Taylor

Debra Taylor

Debra Taylor is both a CPA and an attorney by training and has thus been able to uniquely prioritize retirement and tax planning in her wealth management practice over the last 20 years. She is a sought after voice in the industry being quoted by national publications such as Barrons, Smart Money, The Wall Street Journal, and other various trade publications. Now she is bringing that experience to the wider public! Tune in to hear Debbie speak ab...Read More

Debra Taylor is both a CPA and an attorney by training and has thus been able to uniquely ...Read More

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Episodes (23)

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Working vs. Retirement an...

30 Dec 2019 | 54 mins 54 secs

Working vs. Retireme...

30 Dec 2019 | 54 mins 54 secs

6 Strategies for Diversif...

11 Dec 2019 | 53 mins 28 secs

6 Strategies for Div...

11 Dec 2019 | 53 mins 28 secs

10 Year End Finance and T...

01 Nov 2019 | 54 mins 41 secs

10 Year End Finance ...

01 Nov 2019 | 54 mins 41 secs

6 Things To Do When Appro...

28 Oct 2019 | 54 mins 24 secs

6 Things To Do When ...

28 Oct 2019 | 54 mins 24 secs

8 Legitimate Tax Loophole...

18 Oct 2019 | 48 mins 06 secs

8 Legitimate Tax Loo...

18 Oct 2019 | 48 mins 06 secs

6 Ways to Make College Mo...

15 Oct 2019 | 54 mins 25 secs

6 Ways to Make Colle...

15 Oct 2019 | 54 mins 25 secs

Preparing for the 2020 Me...

27 Sep 2019 | 54 mins 28 secs

Preparing for the 20...

27 Sep 2019 | 54 mins 28 secs

Using an IRA to Build Wea...

27 Sep 2019 | 54 mins 21 secs

Using an IRA to Buil...

27 Sep 2019 | 54 mins 21 secs

Guest Appearance - Peter ...

20 Sep 2019 | 54 mins 04 secs

Guest Appearance - P...

20 Sep 2019 | 54 mins 04 secs

Last Stage of Retirement

19 Sep 2019 | 54 mins 20 secs

Last Stage of Retire...

19 Sep 2019 | 54 mins 20 secs

The TCJA & SECURE Act

18 Sep 2019 | 54 mins 04 secs

The TCJA & SECURE Ac...

18 Sep 2019 | 54 mins 04 secs

4 Stages of Retirement an...

18 Sep 2019 | 53 mins 52 secs

4 Stages of Retireme...

18 Sep 2019 | 53 mins 52 secs

8 Things About Estate Pla...

18 Sep 2019 | 53 mins 15 secs

8 Things About Estat...

18 Sep 2019 | 53 mins 15 secs

5 Pieces of the SECURE Ac...

21 Aug 2019 | 54 mins 04 secs

5 Pieces of the SECU...