The Wealthy Wallet

Today on a new episode of The Wealthy Wallet, Podcast Host Monika Hengesbach tackles financial planning intricacies with Steve Jenkins, a Certified Financial Planner. Steve shares his journey from medical equipment sales to financial services in 2001, his insurance-based experience, and the founding of his firm in 2019. We explore detailed client discussions, early planning benefits, and the effects of the Tax Cuts and Jobs Act. Topics include roth conversions, hidden taxes, charitable giving strategies, and the impact of inflation on financial planning, highlighting annuities and life insurance as vital tools.

Monika Hengesbach has over 30 years experience in financial services. She is an NTPI Fellow, enrolled agent, and CEO of Decision Financial Services. 

The purpose of this podcast is to give you tax tips, strategies, information on new tax law changes, and give you new tools to help you navigate life's unexpected financial curveballs, all in hopes to give you more money to put back into your wallet. 

Work with Monika Hengesbach:
https://www.DecisionFinancial.com

DECISION FINANCIAL
535 Silicon Dr. Ste 101
Southlake, TX 76092

Office: 1-817-268-9352
Fax: 1-800-860-6042
contact@decisionfinancial.com

#thewealthywallet #monikahengesbach #southlakepodcast #southlaketx #dallaspodcast #fortworthpodcast #podcasts #podcaststudio