Keep What's Yours
Jeff Zufall - Capital Advisory Group Inc.
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2026-06-06 The Triple Tax Advantage: HSAs, Smart Retirement Planning, and Keeping More of Your Money
Looking for legal ways to lower your taxes and build wealth? On this episode of Keep What's Yours, Senior Tax Strategist and Wealth Advisor Jeff Zufall explains how the latest IRS changes can help…
2026-05-30 Tax Planning Strategies for 2026 | SECURE Act 2.0, Retirement Taxes, Capital Gains & IRS Updates
Tax season may be over, but tax planning is just getting started. In this episode of Keep What's Yours, Jeff Zufall and Josh Gilbert discuss why proactive tax planning can save thousands of dollars…
2026-05-23 Why the 30-Year Bond Yield Matters More Than You Think
In this episode of Keep What’s Yours, Jeff Zufall and Josh Gilbert break down why rising 30-year bond yields are creating concern across the economy — and what it could mean for mortgage rates,…
2026-05-16 Inflation Surges, New Tax Breaks & Smart Ways to Keep More of Your Money
2026-05-16 Inflation Surges, New Tax Breaks & Smart Ways to Keep More of Your Money by Jeff Zufall
2026-05-02 How to Stop Overpaying Taxes and Keep More of Your Money in 2026
Now that tax season is over, what’s next? In this episode of Keep What’s Yours, Jeff Zufall breaks down the biggest tax-saving opportunities most people miss—and how to fix them before it’s too late.…
2026-04-18 Bigger Tax Refunds in 2026? What Changed—and How to Keep More Next Year
Tax season 2026 is officially in the books—but what did it actually mean for your wallet? In this episode of Keep What’s Yours, Jeff Zufall and Josh Gilbert break down why many Americans saw larger…
2026-04-11 Tax Season Secrets: Bigger Refunds, Hidden Credits & Missouri’s No-Tax Future?
Are tax refunds higher in 2026? What does the new tax law mean for your return? In this episode of Keep What’s Yours, tax strategist Jeff Zufall explains the impact of the 2025 “Big Beautiful Bill,”…
2026-03-21 2026 Tax Season Secrets, IRS Changes, Fed Rates & Inflation Explained
As tax season hits full throttle, this episode of Keep What’s Yours breaks down what’s really happening behind the scenes—from IRS processing issues and new tax law changes to the critical truth…
2026-03-14 New Tax Code 2026: Tips, Overtime, Senior Deductions, Crypto Taxes & Missouri Tax Changes
In this episode of Keep What’s Yours, Jeff Zufall breaks down the biggest 2026 tax season updates and what they mean for everyday taxpayers, retirees, workers, and investors. The conversation covers…
2026-02-21 Bigger Tax Refunds in 2026? Smart Tax Strategies to Reduce Your Tax Bill Long-Term
Average tax refunds are up 11% so far this season—but what does that really mean for your 2026 tax bill? In this episode of Keep What’s Yours, Jeff Zufall, Senior Tax Strategist and Wealth Advisor,…
2026-01-31 Rates, RMDs, and Reality Checks: Navigating the New Tax Season
Interest rates, inflation, and tax law changes are colliding—and this episode of Keep What’s Yours helps you make sense of it all. Tax strategist and wealth advisor Jeff Zufall joins host Josh…
2026-01-24 2026 Tax Season Explained: Crypto 1099-DA, IRS Delays, Bigger Refunds & Missouri Income Tax Changes
The 2026 tax filing season has begun, and major tax changes are already impacting millions of Americans. In this episode of Keep What’s Yours, host Josh Gilbert and senior tax strategist Jeff Zufall…
2026-01-17 Tax Season Truths: New Rules, Smarter Moves, and How to Keep More of What’s Yours
Tax season is here, and the rules have changed. In this episode of Keep What’s Yours, host Josh Gilbert and senior tax strategist Jeff Zufall explain what taxpayers need to know for the 2026 filing…
2026-01-10 How the New Tax Code Impacts Your Money in 2026 and Beyond
The new federal tax law—dubbed the “Big, Beautiful Bill”—is officially in place, and it’s already reshaping how Americans file, plan, and pay taxes. In this episode of Keep What’s Yours, host Josh…
2026-01-03 KWY - The New Tax Playbook: How to Keep More of Your Money in 2026
In this timely episode of Keep What’s Yours, host Josh Gilbert sits down with senior tax strategist Jeff Zufall to break down what the new year really means for taxpayers under the newly finalized…
2025-12-06 Year-End Tax Power Moves: Don’t Leave Money on the Table
In this edition of Keep What’s Yours, Josh Gilbert and senior tax strategist Jeff Zufall break down the critical moves listeners should make before December 31 to reduce their tax burden and…
2025-11-22 How the “Big Beautiful Bill” Changes Everything: Your Year-End Tax Playbook
In this episode of Keep What’s Yours, Josh Gilbert and Senior Tax Strategist Jeff Zufall break down the sweeping changes in the “Big Beautiful Bill,” the newly updated tax code reshaping how…
2025-11-15 Year-End Tax Moves, Catch-Up Rules, and IRS Shake-Ups: What You Need to Know Before 2025 Ends
In this lively and insight-packed episode of Keep What’s Yours, Josh Gilbert and senior tax strategist Jeff Zufall break down the biggest financial stories shaping your wallet—from the end of the…
2025-10-25 Retire Smarter, Not Later: How to Keep What’s Yours in 2025
In this episode of Keep What’s Yours, Josh Gilbert and senior tax strategist Jeff Zufall dive into the real-world financial questions that everyone faces — from catching up on retirement savings if…
2025-10-18 Navigating the IRS Shutdown, No Tax on Tips, and the New Tax Code
Join Josh Gilbert and tax strategist Jeff Zufall as they tackle the chaos of tax season 2025! With the IRS government shutdown threatening to delay filing until late February, learn how the "big…
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Keep What's Yours has published 166 episodes since June 2022, covering topics in Business, Entrepreneurship.
Keep What's Yours is currently highly active with new episodes weekly. Average episode length is 49m.
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