Tax Planning Secrets

Tax Planning Secrets

Could you be leaving money on the table when it comes to taxes?   Nicholas St. George unravels the mysteries of effective tax planning. This episode is your lowdown on how proactive tax strategies can prevent unnecessary stress and ensure that Uncle Sam doesn’t get more than his fair share. With relatable humor and real-life examples, …

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Navigating Financial Challenges: Expert Tips for Busy Professionals (Ep. 12)

Navigating Financial Challenges: Expert Tips for Busy Professionals (Ep. 12)

What’s the secret sauce for building wealth while juggling life’s chaos? Nick St. George from St. George Wealth Management kicks off the latest episode of Un Eff Your Finances with an engaging discussion on the importance of a structured financial plan for busy executives and business owners. With a mix of humor and expertise, he …

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How to Choose the Right Financial Advisor: Essential Questions (Ep. 11)

How to Choose the Right Financial Advisor: Essential Questions (Ep. 11)

What questions should you ask before entrusting your finances to an advisor?  Dive into this episode where Nicholas St. George uncovers the essentials to choosing the perfect financial partner. Whether you’re a hotshot business owner or just getting started in the financial game, these insights will keep you on the straight and narrow. Nick breaks …

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Tackle Tax Season Like a Pro with Mark Carrison (Ep. 10)

Tackle Tax Season Like a Pro with Mark Carrison (Ep. 10)

Do you find yourself tangled in tax season chaos every year? You’re not alone! Dive into this episode for a laugh and some clarity! In this episode, Nicholas chats with his brother from another mother, Mark Carrison, a seasoned tax pro from Verdolino and Lowey. Prepare to unwind those tax-time worries and learn how to …

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Real Talk on Taxes with Anthony R. Ruffalo (Ep. 9)

Real Talk on Taxes with Anthony R. Ruffalo (Ep. 9)

Wondering how to navigate your tax forms this season without losing your cool—or your cash? Don’t worry, we’re here to break it down. In this episode, Nicholas St. George teams up with Anthony Ruffalo, a social media legend and financial advisor, to get real about taxes and smart financial planning. Join us for full transparency …

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Avoiding Financial Train Wrecks with Eric Woodraska (Ep. 8)

Avoiding Financial Train Wrecks with Eric Woodraska (Ep. 8)

Ever wonder why your retirement portfolio might resemble a messy clearance aisle at TJ Maxx? In this episode, Nick St. George sits down with Eric Woodraska, Client Portfolio Manager from Helios, a financial wizard who knows his way around a portfolio like no other! They dig into the good, the bad, and the downright “what …

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Crushing Retirement Risks: Making Your Money Last in Retirement (Ep. 6)

Crushing Retirement Risks: Making Your Money Last in Retirement (Ep. 6)

Are you ready to navigate the unpredictable seas of retirement? What if your golden years could be generously funded and worry-free? In this episode, Nicholas tackles the burning question of how to make your money last in retirement amid rising inflation and longer lifespans. He addresses the realities of longevity risk, the importance of planning …

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