Ric Komarek, CFP

Ric Komarek, CFP

129 episodes

This is Ric Komarek, CFP where we talk about taxes, investments, insurance, estate and retirement planning

Podcasts

bidens-student-loan-fiasco

Published: Aug. 29, 2022, 11:15 p.m.
Duration: 3 minutes 38 seconds

Listed in: Business

A College Education Minus the Debt

Published: Aug. 23, 2022, 5:55 p.m.
Duration: 5 minutes 39 seconds

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Distorted

Published: Aug. 22, 2022, 8:13 p.m.
Duration: 4 minutes 19 seconds

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How to follow through on New Year's resolutions

Published: Jan. 18, 2022, 8:21 p.m.
Duration: 4 minutes 12 seconds

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Its Time to Get Serious About Tax Planning...

Published: Dec. 21, 2021, 6:23 p.m.
Duration: 16 minutes 7 seconds

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Seven Deadly Estate Planning Mistakes to Avoid

Published: Nov. 6, 2021, 12:03 a.m.
Duration: 5 minutes 44 seconds

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October Update on the Current Economy and Markets

Published: Nov. 4, 2021, 9:44 p.m.
Duration: 3 minutes 43 seconds

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7 Ways to Stay on Track and Meet Your Retirement Goals & A Covid Recession and Recovery

Published: Aug. 10, 2021, 10:30 p.m.
Duration: 8 minutes 41 seconds

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Feeling Safe May Be Risky

Published: Aug. 9, 2021, 8:52 p.m.
Duration: 4 minutes 20 seconds

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Risk Drives Portfolio Return

Published: Aug. 9, 2021, 6:02 p.m.
Duration: 3 minutes 51 seconds

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8 Ideas That Help you Manage a Financial Windfall

Published: July 9, 2021, 8:38 p.m.
Duration: 5 minutes 12 seconds

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Is it Time to Downsize Your Home?

Published: June 7, 2021, 11:31 p.m.
Duration: 8 minutes 57 seconds

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Avoiding 7 Retirement Traps

Published: April 15, 2021, 6:25 p.m.
Duration: 5 minutes 43 seconds

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CovidA Year Later

Published: April 9, 2021, 7:39 p.m.
Duration: 4 minutes 20 seconds

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Internet Forums vs. the Professionals, or Revenge of the Nerds

Published: Feb. 5, 2021, 9:05 p.m.
Duration: 3 minutes 27 seconds

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7 financial resolutions to get you started in 2021

Published: Jan. 21, 2021, 9 p.m.
Duration: 4 minutes 24 seconds

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8 Smart Planning Moves to Consider

Published: Dec. 16, 2020, 4:02 p.m.
Duration: 6 minutes 8 seconds

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6 Steps That Put You on the Path to a Successful Retirement

Published: Nov. 18, 2020, 5:23 p.m.
Duration: 6 minutes 31 seconds

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The 2020 Vote and Your Finances

Published: Nov. 6, 2020, 4:58 p.m.
Duration: 3 minutes 30 seconds

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Is a Roth IRA a good fit for you?

Published: Aug. 28, 2020, 6:48 p.m.
Duration: 3 minutes 2 seconds

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Wading Through Murky Economic Waters

Published: Aug. 7, 2020, 7:21 p.m.
Duration: 5 minutes 51 seconds

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A Bounce in Economic Activity and Covid-19 Cases

Published: July 6, 2020, 6:33 p.m.
Duration: 6 minutes 11 seconds

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5 steps to successfully steer your finances in a COVID-19 world

Published: June 5, 2020, 3:43 p.m.
Duration: 4 minutes 25 seconds

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The Approaching Light Before the Dawn

Published: June 5, 2020, 3:33 p.m.
Duration: 6 minutes 16 seconds

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Worst-Ever Economy Yet Stocks Show Best Monthly Gain Since 87Explain

Published: May 5, 2020, 3:36 p.m.
Duration: 5 minutes 44 seconds

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Worst days, months and 3 months for the S&P 500 since 1950

Published: April 16, 2020, 5:23 p.m.
Duration: 3 minutes 30 seconds

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Looking Beyond the Abyss

Published: April 15, 2020, 7:45 p.m.
Duration: 5 minutes 36 seconds

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60 second review of the CARES Act Rebate Calculator

Published: April 9, 2020, 7:43 p.m.
Duration: 1 minute 12 seconds

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2020 CARES Act Tax and Retirement Plan Updates

Published: April 3, 2020, 5:54 p.m.
Duration: 3 minutes 48 seconds

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Treacherous Times and Hope for the Future

Published: April 2, 2020, 11:23 p.m.
Duration: 4 minutes 37 seconds

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Stock Market Annual Returns and Intra-year Declines as of 3/23/2020

Published: March 24, 2020, 5:15 p.m.
Duration: 3 minutes 12 seconds

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This Is Not the 20082009 Financial Crisis

Published: March 17, 2020, 8:52 p.m.
Duration: 4 minutes 59 seconds

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Weekly Economic, Financial Market, Coronavirus world update for Week Ending 3/14/2020

Published: March 16, 2020, 9:35 p.m.
Duration: 5 minutes 7 seconds

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The Bull Market Appears to be Over

Published: March 13, 2020, 8:40 p.m.
Duration: 3 minutes 54 seconds

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Short Term Volatility: What's Your Move?

Published: March 9, 2020, 6:33 p.m.
Duration: 2 minutes 4 seconds

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Calming a Pandemic of Fear

Published: March 3, 2020, 6:53 p.m.
Duration: 6 minutes 6 seconds

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Coronavirus and the market 2020 2 28

Published: Feb. 29, 2020, 2:18 a.m.
Duration: 4 minutes 19 seconds

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How high are individual income tax rates in California in 2020?

Published: Feb. 11, 2020, 6:53 p.m.
Duration: 1 minute 55 seconds

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Social Security and Medicare Cost-of-Living Adjustment (COLA) Information for 2020

Published: Jan. 21, 2020, 6:57 p.m.
Duration: 1 minute 35 seconds

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What Moved Markets in 2019

Published: Jan. 10, 2020, 5:56 p.m.
Duration: 10 minutes

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Property Taxes In California | Ranking Property Taxes on the 2020 State Business Tax Climate Index

Published: Dec. 13, 2019, 11:26 p.m.
Duration: 1 minute 27 seconds

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Buy High Sell Higher

Published: Dec. 6, 2019, 6:24 p.m.
Duration: 3 minutes 43 seconds

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Money Talk

Published: Nov. 18, 2019, 8:38 p.m.
Duration: 5 minutes 17 seconds

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401(k) contribution limit increases to $19,500 for 2020; catch-up limit rises to $6,500

Published: Nov. 9, 2019, 12:24 a.m.
Duration: 2 minutes 16 seconds

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Dates and deadlines for 2020 health insurance and Daylight saving time 2019 ends on November 3

Published: Oct. 31, 2019, 6:59 p.m.
Duration: 1 minute 14 seconds

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Weekly financial and economic review for week ending October 11th 2019.

Published: Oct. 14, 2019, 6:11 p.m.
Duration: 1 minute 57 seconds

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Quarterly Market Review for Q3 2019

Published: Oct. 4, 2019, 10:15 p.m.
Duration: 3 minutes 21 seconds

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The new 202021 FAFSA form is here

Published: Oct. 1, 2019, 11:30 p.m.
Duration: 54 seconds

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How Prepared Are Families to Pay Expenses

Published: Sept. 20, 2019, 11:49 p.m.
Duration: 1 minute 47 seconds

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Annual Consumer Expenditures - 9/10/2019 News Release

Published: Sept. 13, 2019, 7:56 p.m.
Duration: 3 minutes 58 seconds

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6 Social Security Traps to Avoid

Published: Sept. 6, 2019, 5:29 p.m.
Duration: 5 minutes 1 second

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Weekly market review for August 16th 2019

Published: Aug. 19, 2019, 9:13 p.m.
Duration: 49 seconds

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What Is a Real Estate Investment Trust?

Published: Aug. 16, 2019, 8:43 p.m.
Duration: 1 minute 20 seconds

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Timing Isn't Everything

Published: July 30, 2019, 11 a.m.
Duration: 3 minutes 25 seconds

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Is California's pension plans well-funded?

Published: July 24, 2019, noon
Duration: 1 minute 40 seconds

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Quarterly Market Review for 2019 Q2

Published: July 18, 2019, 5:58 p.m.
Duration: 5 minutes 34 seconds

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Weekly economic and financial market preview for July 12th 2019

Published: July 15, 2019, 5:20 p.m.
Duration: 1 minute 5 seconds

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Weekly financial and market review for July 5th 2019

Published: July 8, 2019, 2:27 p.m.
Duration: 1 minute 2 seconds

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Have a safe and happy Fourth of July

Published: July 2, 2019, 7 p.m.
Duration: 23 seconds

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S&P 500 intra-year declines vs. calendar year returns

Published: June 27, 2019, 6:09 p.m.
Duration: 2 minutes 32 seconds

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The Randomness of Global Equity Returns

Published: June 18, 2019, 4:57 p.m.
Duration: 3 minutes 24 seconds

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Wine Taxes in California

Published: June 12, 2019, 10:56 p.m.
Duration: 1 minute 19 seconds

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The yield curve inverted... Is recession imminent?

Published: June 7, 2019, 7:03 p.m.
Duration: 2 minutes 40 seconds

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Beer taxes in California

Published: June 6, 2019, 4:49 p.m.
Duration: 1 minute 22 seconds

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Weekly Economic and Financial Market Update for Week Ending 2019 05 31

Published: June 3, 2019, 5:02 p.m.
Duration: 2 minutes 21 seconds

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retirement-savings-by-age-where-do-you-stand

Published: May 31, 2019, 6:36 p.m.
Duration: 2 minutes 48 seconds

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weekly economic and financial market update for 5/17/2019

Published: May 20, 2019, 5:35 p.m.
Duration: 1 minute 36 seconds

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Pension Income Plays Significant Role in Supporting Retirees Spending

Published: May 16, 2019, 6:28 p.m.
Duration: 3 minutes 34 seconds

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weekly economic and financial market review for May 10 2019

Published: May 13, 2019, 5:36 p.m.
Duration: 56 seconds

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Weekly economic and financial market review 5/3/2019

Published: May 6, 2019, 7:37 p.m.
Duration: 2 minutes 49 seconds

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Green grass and high tides

Published: May 3, 2019, 5:47 p.m.
Duration: 2 minutes 59 seconds

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Weekly economic and financial market update for 2019 - 04 - 26

Published: April 29, 2019, 9:21 p.m.
Duration: 1 minute 21 seconds

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Mutual Fund Landscape 2019

Published: April 23, 2019, 4 a.m.
Duration: 3 minutes 7 seconds

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Weekly Economic and Financial Market Review 4/19/2019

Published: April 22, 2019, 5:41 p.m.
Duration: 1 minute 48 seconds

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Good Friday April 19th 2019

Published: April 19, 2019, 4 a.m.
Duration: 31 seconds

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The Index Bogeyman

Published: April 16, 2019, 10:52 p.m.
Duration: 7 minutes 43 seconds

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weekly economic and financial market review 4/12/2019

Published: April 15, 2019, 5:19 p.m.
Duration: 1 minute 14 seconds

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Weekly Economic and Financial Market Review 4/5/19

Published: April 8, 2019, 7:02 p.m.
Duration: 2 minutes 45 seconds

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quarterly-market-review-q1-2019

Published: April 4, 2019, 6:12 p.m.
Duration: 3 minutes 49 seconds

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Volatile market conditions and bad timing for investors in 2018

Published: April 3, 2019, 6:16 p.m.
Duration: 2 minutes 27 seconds

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Weekly Economic and Financial Market Review 3/29/2019

Published: April 1, 2019, 5:18 p.m.
Duration: 1 minute 23 seconds

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Weekly Economic and Financial Market Review 3/22/2019

Published: March 25, 2019, 9:05 p.m.
Duration: 2 minutes 4 seconds

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2019-income-tax-rates-in-california

Published: March 20, 2019, 8 p.m.
Duration: 1 minute 46 seconds

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SPIVA U.S. Year-End 2018

Published: March 19, 2019, 6:57 p.m.
Duration: 1 minute 37 seconds

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Weekly Economic and Financial Market Review 3/15/2019

Published: March 18, 2019, 6:18 p.m.
Duration: 1 minute 9 seconds

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Weekly Economic and Financial Market Review for 3/8/2019

Published: March 11, 2019, 7:44 p.m.
Duration: 1 minute 22 seconds

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Warren Buffett's Annual Letter - 2019

Published: March 5, 2019, 7:58 p.m.
Duration: 9 minutes 5 seconds

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Weekly Economic and Financial Market Review 3/1/2019

Published: March 4, 2019, 8:16 p.m.
Duration: 4 minutes 12 seconds

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How much does retirement health care cost? | Vanguard

Published: Feb. 28, 2019, 6:23 p.m.
Duration: 5 minutes 24 seconds

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Weekly Economic and Financial Market Review 2/22/2019

Published: Feb. 25, 2019, 6:17 p.m.
Duration: 1 minute 29 seconds

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Weekly Economic and Financial Market Review 2/15/2019

Published: Feb. 18, 2019, 11:32 p.m.
Duration: 1 minute 3 seconds

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Market Returns Over Various Time Periods

Published: Feb. 15, 2019, 8:26 p.m.
Duration: 1 minute 44 seconds

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IRS waives penalty for many whose tax withholding and estimated tax payments fell short in 2018

Published: Feb. 15, 2019, 7:56 p.m.
Duration: 2 minutes 34 seconds

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Weekly Economic and Financial Market Review 2/8/2019

Published: Feb. 11, 2019, 5:48 p.m.
Duration: 1 minute 55 seconds

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5 money mistakes and how to avoid them

Published: Feb. 6, 2019, 9:38 p.m.
Duration: 4 minutes 8 seconds

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Deja Vu All Over Again

Published: Feb. 4, 2019, 8:09 p.m.
Duration: 5 minutes 19 seconds

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Weekly Economic and Financial Market Review 2/1/2019

Published: Feb. 4, 2019, 6:34 p.m.
Duration: 1 minute 42 seconds

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State and Local Sales Tax Rates, 2019 Tax Foundation

Published: Jan. 30, 2019, 7:39 p.m.
Duration: 1 minute 22 seconds

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Weekly Economic and Financial Market Review 1/25/2019

Published: Jan. 28, 2019, 6:45 p.m.
Duration: 1 minute 23 seconds

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The Callan Periodic Table of Investment Returns 2019

Published: Jan. 16, 2019, 7:41 p.m.
Duration: 2 minutes 34 seconds

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Pay your estimated taxes for the fourth quarter of 2018 by January 15th 2019

Published: Jan. 14, 2019, 8:36 p.m.
Duration: 20 seconds

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Weekly Economic and Financial Market Review 1/11/2019

Published: Jan. 14, 2019, 5:52 p.m.
Duration: 1 minute 49 seconds

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A Bumpier 2018 and a Return to Normalcy

Published: Jan. 7, 2019, 8:26 p.m.
Duration: 6 minutes 42 seconds

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Weekly Economic and Financial Market Review 1/4/2019

Published: Jan. 7, 2019, 6:06 p.m.
Duration: 2 minutes 7 seconds

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Weekly Economic and Financial Market Review 12/28/2018

Published: Jan. 7, 2019, 5:54 p.m.
Duration: 2 minutes 26 seconds

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Weekly Economic and Financial Market Review 12/14/2018

Published: Dec. 17, 2018, 7:47 p.m.
Duration: 2 minutes 19 seconds

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11-smart-year-end-financial-planning-moves

Published: Dec. 12, 2018, 12:09 a.m.
Duration: 3 minutes 49 seconds

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Weekly Economic and Financial Market Review 12/08/2018

Published: Dec. 10, 2018, 6:35 p.m.
Duration: 2 minutes 27 seconds

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How Does California Tax Retirees

Published: Dec. 4, 2018, 5:44 p.m.
Duration: 3 minutes 31 seconds

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Why You Should Diversify

Published: Dec. 4, 2018, 5:24 p.m.
Duration: 3 minutes 46 seconds

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Weekly Economic and Financial Market Review 12/1/2018

Published: Dec. 3, 2018, 6:20 p.m.
Duration: 2 minutes 22 seconds

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Weekly economic and financial market update for November 23rd 2018

Published: Nov. 27, 2018, 8:16 p.m.
Duration: 1 minute 15 seconds

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Weekly Economic and Financial Market Review 11/9/2018

Published: Nov. 12, 2018, 5:51 p.m.
Duration: 1 minute 45 seconds

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Weekly Economic and Financial Market Review 11/2/2018

Published: Nov. 5, 2018, 6:34 p.m.
Duration: 1 minute 39 seconds

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A taxing time7 ideas to ease the burden by Ric Komarek, CFP

Published: Nov. 2, 2018, 10:47 p.m.
Duration: 3 minutes 28 seconds

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Shake Off a Spooky October

Published: Nov. 2, 2018, 9:55 p.m.
Duration: 4 minutes 56 seconds

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401(k) contribution limit increases to $19,000 for 2019; IRA limit increases to $6,000 | Internal Re

Published: Nov. 2, 2018, 9 p.m.
Duration: 1 minute 38 seconds

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Midterm ElectionsWhat Do They Mean for Markets?

Published: Nov. 1, 2018, 7:20 p.m.
Duration: 3 minutes 30 seconds

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Weekly Economic and Financial Market Review 10/26/2018

Published: Oct. 29, 2018, 7:57 p.m.
Duration: 1 minute 44 seconds

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Don't let your emotions get the best of your investments

Published: Oct. 24, 2018, 7:43 p.m.
Duration: 2 minutes 40 seconds

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Weekly Economic and Financial Market Review 10/19/2018

Published: Oct. 22, 2018, 5:55 p.m.
Duration: 1 minute 58 seconds

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Start with a plan

Published: Oct. 17, 2018, 11:24 p.m.
Duration: 1 minute 8 seconds

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Weekly Economic and Financial Market Review 10/12/2018

Published: Oct. 15, 2018, 5:34 p.m.
Duration: 1 minute 8 seconds

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Quarterly Market Review for 2018 - third quarter

Published: Oct. 12, 2018, midnight
Duration: 3 minutes 33 seconds

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FAFSA open 10/1

Published: Oct. 9, 2018, 11 p.m.
Duration: 1 minute 42 seconds

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10/15/2018 DEADLINE - Recharacterization of IRA Contributions

Published: Oct. 9, 2018, 10 p.m.
Duration: 58 seconds

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Weekly Economic and Financial Market Review 10/5/2018

Published: Oct. 8, 2018, 9:17 p.m.
Duration: 2 minutes 2 seconds

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NAFTA is Dead As USMCA is Born

Published: Oct. 3, 2018, 5:58 p.m.
Duration: 2 minutes

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Weekly economic and financial market update for September 28th

Published: Oct. 2, 2018, 3:32 p.m.
Duration: 1 minute 34 seconds

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New Home office deduction for 2018

Published: Sept. 26, 2018, 7:42 p.m.
Duration: 47 seconds

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Weekly Economic and Financial Market Review 9/21/2018

Published: Sept. 24, 2018, 7:01 p.m.
Duration: 1 minute 44 seconds

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Life Insurance Awareness Month - September 2018

Published: Sept. 20, 2018, 4:53 p.m.
Duration: 1 minute 9 seconds

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Weekly Economic and Financial Market Review 9/14/2018

Published: Sept. 17, 2018, 6:10 p.m.
Duration: 2 minutes 47 seconds

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Weekly Economic and Financial Market Review 9/7/2018

Published: Sept. 10, 2018, 5:41 p.m.
Duration: 1 minute 29 seconds

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Weekly economic and financial market review for August 31st 2018

Published: Sept. 4, 2018, 10:22 p.m.
Duration: 1 minute 23 seconds

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Weekly Economic and Financial Market Review 8/24/2018

Published: Aug. 27, 2018, 10:17 p.m.
Duration: 1 minute 36 seconds

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2018 pursuing a better investment experience Part 1

Published: Aug. 21, 2018, 8:39 p.m.
Duration: 1 minute 57 seconds

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Weekly Economic and Financial Market Review 8/17/2018

Published: Aug. 20, 2018, 10:43 p.m.
Duration: 2 minutes 11 seconds

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Vanguard Article on Volatility

Published: Aug. 15, 2018, 11:10 p.m.
Duration: 4 minutes 11 seconds

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Tax Traps to Avoid in Retirement

Published: Aug. 8, 2018, 7:31 p.m.
Duration: 3 minutes 14 seconds

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new IRS 1040 tax form for 2018

Published: July 25, 2018, 7:49 p.m.
Duration: 2 minutes 34 seconds

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The Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA)

Published: July 23, 2018, 11:52 p.m.
Duration: 2 minutes 17 seconds

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Where's the Value?

Published: July 19, 2018, 11:38 p.m.
Duration: 3 minutes 29 seconds

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