Tag: Money Management
Real Talk on Taxes with Anthony R. Ruffalo (Ep. 9)

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

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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 and a few good laughs as Nicholas and Anthony help un-eff your finances just in time for tax season.

Nicholas and Anthony discuss: 

  • (05:02) Deductible Dilemmas: Understanding what you can and can’t deduct
  • (12:42) Tax Time Preparedness: Anthony shares practical advice on not getting blindsided by missing paperwork
  • (15:11) Tax Loss Harvesting: Why selling a loss might be your new favorite strategy
  • (26:54) RMDs and Tax Planning: Simplifying your taxes in retirement planning
  • And more

Connect with Nicholas St. George:

Connect with Anthony R. Ruffalo:

About our Guest: 

Anthony R. Ruffalo is a CERTIFIED FINANCIAL PLANNER™ Practitioner. The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold a CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, only 62,000 individuals have obtained CFP® certification in the United States.

Anthony holds the series 24, 7, 66 securities licenses through LPL Financial as well as Life, Health, Long Term Care, Medicare Supplement, and Annuity licensures.

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Small Steps to Big Financial Wins (Ep.7)

Small Steps to Big Financial Wins (Ep.7)

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Want to make 2025 your most financially fit year yet? Discover how small tweaks can bring big wins to your wallet!

This week on Un Eff Your Finance, Nicholas St. George explores practical steps to kickstart your financial goals for the new year. They dive into simple yet powerful habits that help busy individuals take control of their finances without feeling overwhelmed. Nick shares his advice on how you can reach your financial goals, while still enjoying life, and how to find balance. 

Nicholas discusses: 

  • Trimming the excess and save (02:16)
  • Assigning a goal to your money (06:32)
  • Strategies to avoid interest pitfalls (10:46)
  • Setting and forget for future growth (13:52)
  • Staying aligned with your financial goals (19:10)
  • Finding a balance between saving and enjoying life (22:02)
  • And more

Connect with Nicholas St. George:

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Nicholas St George, CFP®, CRPC®, CPFA Direct 828-481-8836

www.stgeorgewealth.com

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to links section.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

SIPC https://www.sipc.org/

FINRA https://www.finra.org/#/

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