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Total Financial Podcast

Document Management And IRAs – April 21, 2015

Host: Arif Halaby

Hour #1 – Document Management With Special Guest Scott Dilley

Hour #2 – Misconceptions About IRAs

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Total Financial Solutions Safer Money Hour, with host Arif Halaby, President & CEO of Total Financial Solutions airs every Tuesday from Noon to 2pm on Santa Clarita’s Hometown Station, KHTS AM-1220.

Total Financial Solutions Safer Money Hour With Arif Halaby – 4/21/2015

 

Hour 1 – One important part of life needs to be kept as simple as possible, and that is the effective management of your personal documents. Instead of having files and files of papers in the garage or at a storage space, look toward keeping your files digitally for better organization and easier access to. Arif welcomed Scott Dilley, CEO of Document Specialty Group, to share his expertise on how document management has changed for the better. Additionally, digitizing your documents, photos and keepsakes save space in the home and “cuts down your footprint and saves the environment,” says Dilley.

 

Hour 2 – Arif opened the second hour getting into the intermediate level of discussion about retirement accounts. Pre-tax and post-tax accounts and how to navigate the differences to retain as much of your money as possible, with as low a tax bracket as possible. Specifically, Arif and Jeff discuss the common misconceptions of IRA accounts, with useful notes you may not know, but should know.

 

Check out the KHTS podcast to listen to the whole show!

 

Total Financial Solutions Safer Money Hour, with host Arif Halaby, President & CEO of Total Financial Solutions airs every Tuesday from Noon to 2pm on Santa Clarita’s Hometown Station, KHTS AM-1220.

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Document Management And IRAs – April 21, 2015

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About Justin Powell

Justin moved to the San Fernando Valley from the Inland Empire in 2011 to complete his BA of Communications degree at California State University, Northridge. Just a few months after getting his degree he moved to Valencia and started as an intern at AM-1220 KHTS, and was promoted to Sports Reporter within a year. Though Justin is still relatively new to the Santa Clarita Valley, he is an avid sports fan and passionate about building the sports department at KHTS into a special source for local high school sports.