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Money Talks With Summit Financial Consulting

Money Talks With Summit Financial Consulting

Written by: Kenneth Wink
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 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. Economics
Episodes
  • New Charity Deduction and How to Take Advantage

    New Charity Deduction and How to Take Advantage
    Jan 3 2026
    This episode breaks down the significant shifts in tax law introduced by the "One Big Beautiful Bill Act," including the brand-new universal deduction that allows even non-itemizers to benefit from their charitable giving. We explore why the upcoming 2026 "giving floor" makes the end of 2025 a critical window for "bunching" donations to lock in maximum tax savings before the rules change. Tune in for actionable strategies on using Donor-Advised Funds and Qualified Charitable Distributions (QCDs) to maximize your philanthropic impact while strengthening your overall financial plan.
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    Less than 1 minute
  • How To Get The Maximum Monthly Social Security Payment In 2026

    How To Get The Maximum Monthly Social Security Payment In 2026
    Dec 27 2025
    This episode breaks down the Social Security Administration’s official 2026 updates, including the 2.8% cost-of-living adjustment (COLA) and the new record maximum monthly benefit of $5,251 for those who wait until age 70. We explain the strict criteria required to hit this ceiling, such as consistently earning the new $184,500 taxable maximum and maintaining a top-tier earnings history for at least 35 years. Tune in to learn why delaying your claim remains the most powerful way to boost your check and how to navigate the 2026 earnings test if you plan to keep working while collecting.
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    Less than 1 minute
  • Great Information for New Investors

    Great Information for New Investors
    Dec 20 2025
    This episode serves as an essential primer for those just beginning their journey toward financial independence. We break down fundamental concepts such as market basics, the power of compound interest, and the importance of a diversified portfolio. Join us as we provide clear, actionable guidance to help you build confidence and avoid common pitfalls as you start your investment path.
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    Less than 1 minute
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