You can catch Smart Money Radio every Saturday from 12-12:30 PM ET and every Sunday from 9-10 AM ET and 11-12 PM ET on WIOD-AM 610! Tune in to begin your journey to a smarter financial future!

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Meet Your Host, Tatyana Bunich

With over 30 years of experience as a Financial Advisor and Wealth Manager, Tatyana Bunich specializes in tax strategies, retirement planning, investments, and estate planning. She holds Series 7, 63, and 66 licenses and is a Certified Estate Planner (CEP) and Five Star Professional. As the founder of Financial 1 Wealth, Tatyana leads a comprehensive financial planning firm with offices in Columbia, Maryland and South Florida (Boca, Aventura, & Miami).

Tatyana hosts Smart Money Radio on WIOD-AM 610 every Saturday and Sunday, where she shares insights on financial strategies to help listeners secure their future.

Want to learn more about Tatyana? Read her full bio

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We will get back to you to discuss your tax scenario and options to prepare your taxes. You can also reach us here.

The post Smart Money Radio with Host Tatyana Bunich appeared first on Financial 1 Tax.

Planning a Stress-Free Legacy

Tatyana Bunich joins the “Legacy Therapy” podcast to explore the unintended consequences that can come when someone receives a large inheritance after a family member passes away. Many people choose to have as little withheld as possible when they receive the money… and then are in for a nasty surprise when tax season comes around and they owe hundreds of thousands of dollars. Listen below, just press play!

Launch Podcast on Legacy Therapy

Episode Summary

In this episode, Tatyana Bunich and Stacey Golden-Lisnock discuss:

• Essential pre-death tax tips.
• Large inheritances and the unfortunate circumstances that can sometimes follow.
• A look at the TAX part of an estate.

Key Takeaways:

1. The ins and outs of inheriting homes, money, etc.
2. If there’s no fighting or disagreements, you’re still looking at a minimum of 6 months before the beneficiary receives what was left to them.
3. Often times, due to poor planning, the beneficiary can be an ex-spouse if they never took the time to update it.
4. The importance of understanding what potential mistakes are in your estate because you don’t know any better and/or lack the proper guidance.

The post Listen: Essential Legacy Tax Tips (Podcast) appeared first on Financial 1 Tax.