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Hosted by Jaime Malm · 🇺🇸 US · EN-US · 40 episodes
Established thought leaders with verified media credentials.
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
Jaime Malm hosts Fly On The Wall Finance, a business show with 40 episodes published.
In this episode of Fly of the Wall Finance, Jaime breaks down Trump Accounts (Section 530A) , including what they are, who qualifies, how they compare to 529s and Roth IRAs, and whether they make sense for your family�
Tax season may be over, but the best tax planning actually starts now. In this episode, the team at Iron Horse Financial and Simmons and Simmons tax and accounting discuss the key financial and tax moves individuals and
In this episode of Fly on the Wall Finance, Jaime Malm sits down with Gradient Investments Senior Portfolio Manager Keith Gangl, CFA to break down the forces shaping today’s investment environment. They discuss the recen
Most people discover too late that the government has its own plan for their retirement savings. And their kids pay the price. In this episode we discuss how to turn tax surprises into tax smart strategy so you keep cont
Big changes are coming for IRAs, 401k plans, HSAs and Social Security in 2026. In this episode, we talk through what is changing, who will be affected and how to prepare so your retirement stays on track. We help break i
Headlines about fraud and bankruptcies among sub prime lenders have stirred flashbacks to the 2008 housing crisis, but are we really in a similar situation? In this episode, we discuss why a quote about cockroaches has s
In this episode, we discuss the real-life habits, mindsets, and strategies the wealthy use to build and protect their fortunes , and how you can apply them to your own financial life. From how they think about debt and r
Gold prices have soared over 60% this year, sparking talk of “dollar debasement” and fears of a weakening economy. But what does that really mean for everyday investors and retirees? We break down the buzz around gold, e
The five years before and after retirement are the most critical for protecting your wealth. In this episode, we break down why this 10-year window can make or break your financial future , plus the key strategies to pre
Government shutdowns, rate cuts, and nonstop headlines…what does it all mean for your money? In this episode, Jaime explains why markets often take Washington drama in stride and what adjustments you may or may not need
In this episode, we dive into the powerful results that happen when a financial advisory firm and an accounting firm join forces. We introduce our strategic partner, Simmons and Simmons and discuss the most overlooked ta
In this episode, we cover the foundational items every parent and student should know about offsetting the costs of college, plus savings vehicles like 529 plans, Coverdells ESA’s and custodial accounts. We dive into sch
Having the financial freedom to retire is something we all desire, but where do you start? How will you know when you have enough money to retire? How do you ensure it will last as long as you do? In this episode we disc
We are discussing why taxes in retirement may not be as predictable or as low as you expect, plus how changes in Medicare’s IRMAA surcharges can be controlled. Most importantly, we will share strategies to help protect y
In this episode we discuss what’s changed with inherited IRAs, the biggest mistakes to avoid, and strategies for keeping as much as possible for yourself or your loved ones.
In this episode Jaime talks about real estate and how it can fit into your financial plan. From rentals to house flipping to Airbnbs, this is a jam-packed episode.
Join us for this episode to discuss the highlights of this bill and how it may impact your finances.
In this episode, we break down powerful retirement and tax planning strategies tailored specifically for small business owners, farmers, and ranchers. From SEP IRAs to Solo 401(k)s, discover which savings vehicles might
If you have acquired a hodge podge of investments- maybe a 401k, plus a stock and mutual fund here and there, you likely have individual investments that may have made sense at the time of purchase, but do you know how t
Navigating the complexities of Social Security can feel overwhelming, but this episode simplifies it all. We'll break down common misconceptions and offer clear strategies for optimizing your benefits, whether you&#
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Fly On The Wall Finance is hosted by Jaime Malm. The show is categorised under business and has published 40 episodes.
Fly On The Wall Finance has published 40 episodes.
Fly On The Wall Finance regularly covers business. It sits in the business category.
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