Farm Truck Financial
Farm Truck Financial
Podcast Description
Each episode dives into the real financial issues everyday people face—rising housing costs, healthcare expenses, hurricane season realities, taxes, remodels, insurance surprises—you name it. And we’re not sugarcoating it. We bring you the truth behind the numbers, so you can feel confident, informed, and ready to move forward.
Along the way, we’ll be joined by special guests from all walks of life: entrepreneurs, small business owners, everyday retirees, and people just like you. They’ll share their stories, ask the tough questions, and give us all a better understanding of how real families
Podcast Insights
Content Themes
The podcast tackles real financial issues such as rising housing costs, healthcare expenses, and insurance surprises, with episodes like a deep dive into Naples real estate trends and insider tips from community figures like local restaurant owners to provide listeners with practical insights.
Each episode dives into the real financial issues everyday people face—rising housing costs, healthcare expenses, hurricane season realities, taxes, remodels, insurance surprises—you name it. And we’re not sugarcoating it. We bring you the truth behind the numbers, so you can feel confident, informed, and ready to move forward.
Along the way, we’ll be joined by special guests from all walks of life: entrepreneurs, small business owners, everyday retirees, and people just like you. They’ll share their stories, ask the tough questions, and give us all a better understanding of how real families
Most people dread taxes, Ray Kidwell LOVES THEM! Eric Kearney and Ray unpack RMDs, inherited IRAs, and why October is prime time for tax planning.Call 601-THE-FARM or visit https://farmtruckfinancial.com for a complimentary review. You only retire once. Let’s get it right the first time.To discuss tax prep with a locally owned tax service that treats you RIGHT: https://www.kidwelltax.com/ or call 239-992-9299If you’re 60+, juggling Social Security timing, RMDs at age 73, or an inherited IRA, this conversation shows how proactive planning can reduce surprises. Ray explains why “rush planning” in late December limits your options, how a team approach (advisor + tax pro + attorney) keeps money and paperwork aligned, and why answering the phone (year-round!) still matters. Topics include: Florida dual-home pitfalls, forecasting vs. backward-looking tax prep, the 10-year inherited IRA window, and coordinating Roth conversions before RMD age.Guest: Ray Kidwell, EA (Fort Myers & Bonita Springs). Host: Eric Kearney, Retirement Wealth Advisors (SWFL).This content is educational and not individualized tax, legal, or investment advice. Consult your tax professional, financial advisor, and attorney about your specific situation.
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.