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| Episode | Date |
|---|---|
|
Financial Planning Moves to Make Before Year End - Part II
|
Dec 11, 2025 |
|
Financial Planning Moves to Make Before Year end - Part I
|
Dec 01, 2025 |
|
Financially Smart Gifting Ideas for the Holiday Season
|
Nov 12, 2025 |
|
Financial Freedom and Guilt-free Spending
|
Oct 29, 2025 |
|
Keeping Up With The Jones: The High Cost of Lifestyle Inflation
|
Oct 16, 2025 |
|
The Advantages of a Reverse Mortgage
|
Sep 24, 2025 |
|
Financial Misinformation on the Internet
|
Sep 12, 2025 |
|
The Role of Insurance in Financial Planning - Part II
|
Sep 02, 2025 |
|
Protecting Your Future: The Role of Insurance in Financial Planning
|
Jul 24, 2025 |
|
Pre-Retirement Planning: How to Set Yourself Up for Success
|
Jul 10, 2025 |
|
The Basics and Fundamentals of Proper Estate Planning
|
Jun 26, 2025 |
|
The Wild World of Financial Scams
|
Jun 12, 2025 |
|
The Psychology of Money
|
May 15, 2025 |
|
Marriage and Money: Creating Harmony
|
Apr 25, 2025 |
|
Markets & Investing in Turbulent Times
|
Apr 09, 2025 |
|
Common Financial Planning Goals
|
Mar 31, 2025 |
|
Listener Calls and Some Marital Harmony
|
Mar 12, 2025 |
|
Top Financial Regrets and How to Avoid Them
|
Feb 27, 2025 |
|
Social Security: An Overview, Its Formation and Its Future
|
Feb 13, 2025 |
|
Key Financial Planning Considerations to Start 2025 - #2
|
Jan 30, 2025 |
|
Key Financial Planning Considerations to Start 2025 - #1
|
Jan 16, 2025 |
|
Smart Financial Planning Moves to Make Before Year End
|
Dec 12, 2024 |
|
Maximize Giving During the Holiday Season
|
Nov 27, 2024 |
|
The Virtues of Roth IRAs and The Value of Roth Conversions
|
Nov 14, 2024 |
|
The Proper Use of Credit in Financial Planning
|
Oct 24, 2024 |
|
How to Efficiently Create Income in Retirement #2
|
Oct 10, 2024 |
|
How to Efficiently Create Income in Retirement #1
|
Sep 26, 2024 |
|
Understanding and Preventing Identity Theft
|
Sep 12, 2024 |
|
Reverse Mortgage: What are they, how do they work, what is the benefit?
|
Aug 29, 2024 |
|
Twenty-Five Truths About Money
|
Aug 15, 2024 |
|
How to Prioritize Savings to Growth Wealth Fast
|
Jul 26, 2024 |
|
Estate Planning: Tools, Tips, and Techniques
|
Jul 11, 2024 |
|
Financial Independence: What Is It, How to Achieve It
|
Jun 26, 2024 |
|
How to Live a Tax-Efficient Life
|
Jun 13, 2024 |
|
Demystifying Long Term Care
|
May 30, 2024 |
|
The Concerning State of Retirement Savings in the US
|
May 16, 2024 |
|
Wealthway Investment Management Philosophy and Principles
|
Apr 24, 2024 |
|
Listener Calls
|
Apr 12, 2024 |
|
Retirement Trends in the United States
|
Mar 28, 2024 |
|
What It Means to Be Rich in America
|
Mar 14, 2024 |
|
Biggest Financial Regrets of 2023 and How to Avoid Them in 2024
|
Feb 29, 2024 |
|
Financial Planning Considerations to Get 2024 Started Right - #2
|
Feb 16, 2024 |
|
Listener Calls
|
Jan 26, 2024 |
|
Financial Planning Considerations to Get 2024 Started Right - #1
|
Jan 11, 2024 |
|
Smart Financial Planning Moves to Make Before Year End - #2
|
Dec 14, 2023 |
|
Smart Financial Planning Moves to Make Before Year End - #1
|
Nov 30, 2023 |
|
Understanding Behavioral Finance to Overcome Financial Bias
|
Nov 16, 2023 |
|
How to Make Your Money Last Your Lifetime
|
Oct 12, 2023 |
|
The Components of Professional Financial Planning
|
Sep 28, 2023 |
|
Tax-smart Charitable Giving
|
Sep 14, 2023 |
|
Using Insurance to Protect Your Net Worth
|
Aug 30, 2023 |
|
Estate Planning Fundamentals: Do's and Don'ts
|
Aug 09, 2023 |
|
Investing: Philosophy and Mechanics
|
Jul 30, 2023 |
|
Investing: How it works, why we do it
|
Jul 14, 2023 |
|
Debunking Retirement Myths
|
Jul 03, 2023 |
|
Financial Wellness
|
Jun 16, 2023 |
|
Important Ages in Financial Planning
|
May 13, 2023 |
|
Estate Planning Basics
|
Apr 27, 2023 |
|
Credit 101
|
Apr 12, 2023 |
|
Cash: Where to Park It?
|
Apr 06, 2023 |
|
The Bank Crisis & Investing Myths
|
Mar 27, 2023 |
|
Prioritizing Savings to Grow Your Wealth Fast
|
Mar 08, 2023 |
|
Marriage & Money
|
Feb 22, 2023 |
|
Secure Act 2.0
|
Jan 30, 2023 |
|
Getting Your Finances in Shape for 2023
|
Jan 19, 2023 |
|
Gifting & Charitable Giving
|
Dec 14, 2022 |
|
Year-End Planning
|
Nov 15, 2022 |
|
Signs You Are Being Scammed
|
Nov 04, 2022 |
|
The Role of Insurance in Your Financial Plan
|
Oct 12, 2022 |
|
Weathering the Bear Market
|
Sep 30, 2022 |
|
iBonds & Retirement Rules of Thumb
|
Sep 27, 2022 |
|
College Funding
|
Aug 18, 2022 |
|
Recession Facts & Investing Truths
|
Aug 02, 2022 |
|
Social Security Do-Overs
|
Aug 02, 2022 |
|
401k Mistakes
|
Jul 12, 2022 |
|
Long-Term Care Planning
|
Jun 23, 2022 |
|
Fun Facts About Bear Markets
|
May 31, 2022 |
|
Social Security Benefits
|
May 18, 2022 |
|
Capital Gains, Surprise Tax Bills & Spring Cleaning
|
Apr 29, 2022 |
|
Inflation & What to DO About it
|
Apr 21, 2022 |
|
Last Minute Tax Moves & IRA Mechanics
|
Mar 31, 2022 |
|
Reverse Mortgages, Gifting Rules, Roth Conversions & more
|
Mar 11, 2022 |
|
The Best Assets to Inherit
|
Mar 01, 2022 |
|
Estate Planning and Inheritance
|
Feb 16, 2022 |
|
The Psychology of Investing
|
Jan 27, 2022 |
|
Get Your Finances in Shape
|
Jan 13, 2022 |
|
RMDs, Gifting & Charitable Giving
|
Dec 21, 2021 |
|
Retirement Planning Missteps
|
Nov 22, 2021 |
|
Inflation!
|
Oct 28, 2021 |
|
Employee Benefits & Open Enrollment
|
Oct 19, 2021 |
|
The Role of Taxes in Retirement
|
Sep 30, 2021 |
|
Social Security Questions
|
Sep 16, 2021 |
|
College Funding Part II
|
Aug 25, 2021 |