The Middle Class

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middleclassalpert@gmail.com

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Wealth Beyond The Wallet

August 27, 2026

Wealth Beyond The WalletMost conversations about wealth start with income, savings, investments, and retirement.But what if some of the most important things that make a person wealthy have nothing to do with money?What did contentment look like before constant upgrading and comparison?What can we learn from a generation that often lived with less materially?Has technology made our lives easier while making us less connected?And what does it actually mean to be truly wealthy?In Episode 12 of ...

Estate & Medicaid Planning Is Simpler Than You Think

August 13, 2026

Estate & Medicaid Planning Is Simpler Than You Think | Episode 11Most people know they should have a will, power of attorney, or some kind of estate plan.But many families put it off because it sounds complicated, expensive, or like something they only need to think about when they’re older.In Episode 11 of The Middle Class Podcast, Moshe Alpert, CFP®, sits down with Paul Moskowitz, Esq. of Moskowitz Legal Group to break down estate planning and Medicaid planning in plain English.What hap...

Taxes: What Every Middle-Class Family Should Know

July 09, 2026

🎙️ Taxes: What Every Middle-Class Family Should KnowMost people file taxes every year without really understanding how the system works.What is a 1040?What’s the difference between a W-2 and a 1099?What actually counts as a deduction?Why is a tax credit better than a deduction?In this episode of The Middle Class Podcast, Moshe Alpert, CFP®, sits down with his brother, Betzalel Alpert, to break down the basics of taxes in plain English.Betzalel has worked as an accountant, spent time inside th...