Month: June 2023

Let’s Communicate Before We’re Gone with Pat Miles Zimmerman (Ep. 31)

Let’s Communicate Before We’re Gone with Pat Miles Zimmerman (Ep. 31)

Can you imagine being in a situation where your spouse passes away, and you have no idea about their finances?

It can be an overwhelming and complex journey, to say the least. 

In this episode, Pat Miles Zimmerman joins Rob Curtiss to talk about her experience losing her husband and the struggle of sorting out financial and legal components while navigating the fog of grief. 

Sharing valuable insights from her book, “Before All Is Said And Done,”  Pat reveals what she didn’t know about her husband’s estate and the problems that surfaced from the lack of information she first had access to.

Pat discusses:

  • How she lost her husband and why she chose to share her experience
  • The value of having a written record of your financial plans
  • Why you should consider writing an ‘intention letter’ 
  • The cost of not communicating with your loved ones 
  • From passwords to the key of your safety deposit box: Tips and tricks to getting organized 
  • And more!

Resources:

Connect with Pat Miles Zimmerman:

Connect with Robert Curtiss:

About Our Guest:

Pat Miles Zimmerman, esteemed for her professionalism by viewers, listeners, and colleagues, became one of the Minneapolis region’s premier television news anchors and radio talk hosts.

After earning her master’s degree in journalism at the University of Missouri, Pat worked in both radio and television news in Colorado before joining WCCO TV in 1978 as a reporter and weekend anchor. Her intelligent reporting and authoritative delivery soon brought her to the anchor desk of WCCO’s 5:00 PM and 10:00 PM newscasts.

She covered every major news event for WCCO TV but was most proud of A Time to Weep, her documentary on the famine in Africa. In 1990, she moved to KARE TV, where she anchored the 5:00 PM and 6:00 PM newscasts and developed A Pat Miles Special, using her writing and interviewing prowess to tell the stories of notable Minnesotans. 

When she left TV news in 2001, she fulfilled a lifelong dream by becoming the host of The Pat Miles Show on weekday mornings on WCCO Radio.

A role model for women in the industry, Pat has received numerous honors for her work in broadcasting and the community, including the National Television Academy’s Silver Circle Award. She is also in the Minnesota Broadcasting Hall of Fame.

Saving on Taxes to Retain Wealth with Tony Watson (Ep. 30)

Saving on Taxes to Retain Wealth with Tony Watson (Ep. 30)

We all want to save as much as possible before heading into retirement. So, how to protect the wealth we save from high tax rates?

In this episode, Robert Curtiss is joined by Tony Watson, senior tax consultant at Robert Hall & Associates. This week, Tony explains how to protect wealth and decrease taxation. He also unpacks some corporate strategies while detailing how transforming a corporation into an LLC provides new opportunities to secure wealth for the future.

Rob and Tony discuss:

  • When is a good time to incorporate entities into investment plans
  • How taxation through a corporation differs from self-employed taxes
  • The benefits of self-employment taxation 
  • Reasons insurance is not a substitute for entity structures
  • The importance of working with a professional when developing new tax strategies
  • The value of planning ahead
  • And more! 

Resources:

Connect with Tony Watson:

Connect with Robert Curtiss:

About Our Guest:

Tony Watson manages clients with over 350 million dollars in real estate holdings and has spoken for hundreds of trade organizations throughout the state of California.

 Holding a federal license as an Enrolled Agent tax practitioner, Tony can advise, represent, and prepare tax returns for individuals, partnerships, corporations, and any other entity with tax-reporting requirements. Currently, Tony holds educational workshops helping his clients navigate the complex tax environment for real estate investors.

Aside from his full-time position at Robert Hall & Associates, Tony is an active real estate investor and entrepreneur and enjoys short and long-term trading. With over a decade and a half of experience, Tony (along with his team at Robert Hall & Associates) actively looks for the newest and most up-to-date strategies to implement on client tax filings.