Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Episode | Date |
---|---|
E220: Can I Withdraw From My IRA for a Down Payment on a Home?
|
May 01, 2024 |
E219: Understanding 401(k) Loans – How They Work and When to Consider One
|
Apr 24, 2024 |
E218: What Home Improvements Increase Cost Basis (And Why You Should Care)
|
Apr 17, 2024 |
E217: What's a "Normal" Down Payment for Buying a House?
|
Mar 20, 2024 |
E216: How to Recognize (And Avoid) Scams
|
Mar 13, 2024 |
E215: How to Switch Banks (In 5 Steps)
|
Mar 06, 2024 |
E214: Understanding Umbrella Insurance – What Does It Mean and Why Do You Need It?
|
Feb 28, 2024 |
E213: A Step-by-Step Guide to Setting Up a Solo 401(k) for Self-Employed Professionals
|
Feb 21, 2024 |
E212: Can a 529 Be Rolled Into a Roth IRA?
|
Feb 14, 2024 |
E211: The Benefits of Working With a Flat Fee Financial Advisor
|
Feb 07, 2024 |
E210: Simplifying Tax Season – The Essential Tax Documents You Can't Afford to Miss
|
Jan 31, 2024 |
E209: Navigating Tax Debt – What to Do When You Can't Pay the IRS
|
Jan 24, 2024 |
E208: New Reporting Requirement for Small Businesses (BOI)
|
Jan 17, 2024 |
E207: My Three Words for 2024
|
Jan 10, 2024 |
E206: Important Numbers for 2024
|
Nov 29, 2023 |
E205: How to Set Up a Household Budget – A Template for Categories and Groups
|
Nov 22, 2023 |
E204: Estate Planning – Choosing Between a Will and a Trust for Peace of Mind
|
Nov 15, 2023 |
E203: Are You a Victim of Recency Bias? Understanding and Overcoming its Impact on Your Investments.
|
Nov 08, 2023 |
E202: How to Get Your Estate Planning Documents Notarized
|
Nov 01, 2023 |
E201: What Issues Should I Consider When Establishing And Maintaining My Emergency Fund?
|
Oct 25, 2023 |
E200: Do Debit Cards Offer Fraud Protection?
|
Oct 11, 2023 |
E199: An Overview of Flow-based Budgeting
|
Oct 04, 2023 |
E198: How to Avoid Probate on Bank Accounts
|
Sep 27, 2023 |
E197: How to Start a Business for Less Than $1,000
|
Sep 13, 2023 |
E196: The Taxable Brokerage Account – An Underrated But Powerful Investing Tool
|
Aug 30, 2023 |
E195: The Process and Timeline for Buying Your First Home
|
Aug 23, 2023 |
E194: How to Sell Your Business
|
Aug 16, 2023 |
E193: How to Stop Overspending and Regain Control of Your Finances
|
Aug 09, 2023 |
E192: Unlocking the Triple Tax Benefit – How an HSA Can Maximize Your Savings
|
Aug 02, 2023 |
E191: How to Build Wealth in Every Stage of Life
|
Jul 19, 2023 |
E190: What is Reverse Budgeting and How Can It Help You Save Money?
|
Jul 12, 2023 |
E189: Rules of Thumb to Determine How Much Life Insurance You Need
|
Jun 28, 2023 |
E188: Protecting Your Money – Understanding the Consequences of Debit Card Fraud
|
Jun 21, 2023 |
E187: ESG Investing Defined – A Beginner's Guide
|
Jun 14, 2023 |
E186: The Truth About Starting a Business – Debunking Myths About Startup Costs
|
Jun 07, 2023 |
E185: The Quickest Way to Get Out of Debt – A Guide to Choosing the Right Strategy
|
May 24, 2023 |
E184: Five Behaviors That Diminish Your Investment Returns
|
May 17, 2023 |
E183: How to Avoid Probate
|
May 10, 2023 |
E182: Personal Financial Security – A Comprehensive Guide to Safeguarding Your Finances
|
May 03, 2023 |
E181: How to Organize Your Financial Life
|
Apr 26, 2023 |
E180: A Comprehensive Guide to Starting a Side Hustle and Making Money
|
Apr 19, 2023 |
E179: S-Corp Reasonable Salary – Tips for Minimizing IRS Audit Risk
|
Apr 12, 2023 |
E178: FDIC Insurance Limits Explained – How Much Coverage Do You Have?
|
Mar 29, 2023 |
E177: Six Things That Happen When You Switch to Debit Cards
|
Mar 22, 2023 |
E176: Everything You Need To Know About Quarterly Estimated Taxes
|
Mar 15, 2023 |
E175: A List of Dumb Things I’ve Done With Money
|
Mar 08, 2023 |
E174: Should I Form an LLC for My Business Activity?
|
Mar 01, 2023 |
E173: Demystifying the Different Types of Tax Professionals
|
Feb 22, 2023 |
E172: The Five Most Common Life Insurance Mistakes
|
Feb 15, 2023 |
E171: Three Automations to Improve the Flow of Money in Your Life
|
Feb 08, 2023 |
E170: What Does it Mean to "Pay Yourself First?"
|
Feb 01, 2023 |
E169: What is an Investment Policy Statement?
|
Jan 25, 2023 |
E168: How to Create a Transfer on Death Deed for Your Home
|
Jan 18, 2023 |
E167: My Three Words for 2023
|
Jan 11, 2023 |
E166: Basic Estate Documents Everyone Should Have
|
Dec 14, 2022 |
E165: A Roundup of End of Year Financial Planning Items
|
Dec 07, 2022 |
E164: Updates to Contribution Limits and Other Important Numbers for 2023
|
Nov 23, 2022 |
E163: 6 Ways to Improve Your Credit Score
|
Nov 16, 2022 |
E162: Benefits of Creating an Online IRS Account
|
Nov 09, 2022 |
E161: Should I Put My Emergency Fund in I Bonds?
|
Oct 12, 2022 |
E160: How to Get Your Resume Noticed While Job Hunting
|
Oct 05, 2022 |
E159: Five Ways to Lower Anxiety in a Stressful Market
|
Sep 28, 2022 |
E158: Can I Contribute to a Traditional IRA and a Roth IRA at the Same Time?
|
Sep 21, 2022 |
E157: How to Use a Donor Advised Fund In Your Financial Plan
|
Sep 14, 2022 |
E156: SIMPLE IRA vs 401(k)
|
Sep 07, 2022 |
E155: Starting a Business? Stop Worrying About Your Pricing.
|
Aug 31, 2022 |
E154: How to Manage Money as a Committed Couple
|
Aug 24, 2022 |
E153: Comparing the Risk of Loss vs. the Risk of Missing Out
|
Aug 17, 2022 |
E152: Five Things You Need to Know About Your Roth 401(k)
|
Aug 10, 2022 |
E151: How Big Should My Emergency Fund Be?
|
Aug 03, 2022 |
E150: How to Accurately Calculate Your True Monthly Expenses
|
Jul 20, 2022 |
E149: How to Ask for a Raise
|
Jul 13, 2022 |
E148: What Is Investment Management?
|
Jul 06, 2022 |
E147: Using Financial Ratios to Make Better Money Decisions
|
Jun 29, 2022 |
E146: Does Socially Responsible Investing, ESG, and Impact Investing Really Make a Difference?
|
Jun 22, 2022 |
E145: Five Simple Money Systems That Will Level Up Your Financial Health
|
May 25, 2022 |
E144: How to Be a Socially Conscious Consumer (While Feeling Overwhelmed)
|
May 18, 2022 |
E143: Should I Invest in Gold?
|
May 11, 2022 |
E142: An Overview of "I Bonds"
|
May 04, 2022 |
E141: Should I Buy Life Insurance Before I Need It?
|
Apr 27, 2022 |
E140: What Documents Do I Need For Financial Planning?
|
Apr 20, 2022 |
E139: How Does a 401(k) Loan Work?
|
Apr 13, 2022 |
E138: Should I Take Out a Loan For My Business?
|
Apr 06, 2022 |
E137: How to Get a Service Business Up and Running for Less Than $1,000
|
Mar 30, 2022 |
E136: How to Invest in Cryptocurrency
|
Mar 23, 2022 |
E135: How to Implement Reverse Budgeting
|
Mar 16, 2022 |
E134: How to Use "Investment Buckets" to Manage Growth, Risk, and Liquidity
|
Mar 09, 2022 |
E133: How Money Scripts Influence Your Financial Plan
|
Feb 23, 2022 |
E132: How to Evaluate Socially Responsible Investments
|
Jan 26, 2022 |
E131: Should I Buy the Dip?
|
Jan 19, 2022 |
E130: Budget Alternatives for People Who Don't Want to Budget
|
Jan 12, 2022 |
E129: My Three Words for 2022
|
Jan 05, 2022 |
E128: What It's Like to Work With Me
|
Dec 15, 2021 |
E127: Getting in Shape to Be a Solid Home Buyer
|
Dec 08, 2021 |
E126: What I Look for When Evaluating Mutual Funds and ETFs
|
Dec 01, 2021 |
E125: The Basic Estate Planning Documents that Everyone Needs
|
Nov 24, 2021 |
E124: Unpacking the HSA and How It Works
|
Nov 17, 2021 |
E123: An Executive Summary of ESG Investing
|
Nov 03, 2021 |
E122: Modern Health Insurance Options for Small Business Owners
|
Oct 27, 2021 |
E121: The Easiest Financial Plan in the World
|
Oct 20, 2021 |
E120: Five Reasons to Choose a Solo 401(k) Instead of a SEP
|
Oct 13, 2021 |
E119: How to Pay Yourself as a Business Owner
|
Oct 06, 2021 |
E118: Should I Try to Beat the S&P 500?
|
Sep 22, 2021 |
E117: How to Manage Multiple Jobs or Businesses at the Same Time
|
Sep 15, 2021 |
E116: How Long-term Care Can Wreck Your Financial Plan
|
Sep 01, 2021 |
E115: Why I Don't Own a Credit Card
|
Aug 18, 2021 |
E114: Through the Eyes of a Child – How to Bring Creative Thinking Back Into Your Business and Your Life (with Lorraine Ball)
|
Aug 11, 2021 |
E113: Busting the Most Common Myths About ESG Investing
|
Aug 04, 2021 |
E112: Don't Let Your 401(k) Become Escheated
|
Jul 28, 2021 |
E111: A Guide to Quarterly Estimated Taxes (with Kim Padgitt)
|
Jul 21, 2021 |
E110: How to Build a Socially Conscious Business
|
Jul 14, 2021 |
E109: What Documents Do I Need to Keep on File?
|
Jul 07, 2021 |
E108: What Issues Should I Consider When Starting a New Job?
|
Jun 30, 2021 |
E107: Should I Invest in Digital Assets (Cryptocurrency) Like Bitcoin?
|
Jun 23, 2021 |
E106: What to Do If You Don’t Have a 401(k)
|
Jun 16, 2021 |
E105: Do I Need an EIN as a Business Owner?
|
Jun 09, 2021 |
E104: Budgeting With An Irregular Income
|
May 26, 2021 |
E103: How to Build a Business You Can Sell
|
May 19, 2021 |
E102: Lump Sum Investing vs Dollar Cost Averaging vs Recurring Contributions
|
May 12, 2021 |
E101: Independent Contractor or Employee?
|
May 05, 2021 |
E100: 7 Lies We Tell Ourselves About Money (with Dan VanDusen)
|
Apr 21, 2021 |
E99: Should I Get My Life or Disability Insurance From My Employer?
|
Apr 14, 2021 |
E98: What is a Custodian?
|
Apr 07, 2021 |
E97: What Does a Financial Advisor Actually Do?
|
Mar 24, 2021 |
E96: Financial Benefits of Hiring Your Child
|
Mar 17, 2021 |
E95: How to Create a One-Page Financial Plan
|
Mar 10, 2021 |
E94: Why Your Financial Plan is Wrong (And So Is Everyone Else's)
|
Mar 03, 2021 |
E93: Should I Invest in Target Date Funds?
|
Feb 24, 2021 |
E92: PPP Round 2 Explained (for Small Business Owners)
|
Feb 10, 2021 |
E91: Should I Play Around in the Stock Market?
|
Feb 03, 2021 |
E90: How to Break Up With Your Financial Advisor
|
Jan 27, 2021 |
E89: Expanding your Business With Referral Marketing (with Tiffanie Kellog)
|
Jan 20, 2021 |
E88: What is a "Backdoor" Roth IRA?
|
Jan 13, 2021 |
E87: My Three Words for 2021
|
Jan 06, 2021 |
E86: What It's Like to Work With Me
|
Dec 30, 2020 |
E85: Implementing Values-based Budgeting (with Bari Tessler)
|
Dec 23, 2020 |
E84: The Solo 401(k) Plan — A Powerful Tool for Entrepreneurs
|
Dec 16, 2020 |
E83: End of Year Tax Planning (with Kim Padgitt)
|
Dec 09, 2020 |
E82: Answers To All Your Mortgage Questions (with Brittany Green)
|
Dec 02, 2020 |
E81: How to Move Past the Money Issues You've Been Avoiding
|
Nov 25, 2020 |
E80: Should I Start a Business With a Partner?
|
Nov 18, 2020 |
E79: A PPP Loan Forgiveness Update
|
Nov 11, 2020 |
E78: What Do Presidential Elections Mean for Markets?
|
Nov 04, 2020 |
E77: Reviewing Your Credit Report
|
Oct 28, 2020 |
E76: Identity Theft Protection 101
|
Oct 14, 2020 |
E75: Secure Your Life With a Personal Cybersecurity Audit
|
Oct 07, 2020 |
E74: How to Use a Taxable Brokerage Account in Your Financial Plan
|
Sep 30, 2020 |
E73: You're Making Other People Rich (with Ryan Sterling)
|
Sep 23, 2020 |
E72: Is Pet Insurance Worth It?
|
Sep 16, 2020 |
E71: What I Look for in a Bank
|
Sep 09, 2020 |
E70: Emergency Fund Life Hacks
|
Sep 02, 2020 |
E69: Navigating Available Health Insurance Options (with Matthew Allen)
|
Aug 26, 2020 |
E68: Business Benefits of a Small Business 401(k) Plan (with Nicolle Willson)
|
Aug 19, 2020 |
E67: Answers to the 10 Most Common Auto & Home Insurance Questions (with Ashe Abebe)
|
Aug 12, 2020 |
E66: Three Mistakes You’re Probably Making with Life Insurance (with Mark Maurer)
|
Aug 05, 2020 |
E65: Why is My Friend's Investment Account Doing Better Than Mine?
|
Jul 29, 2020 |
E64: The Future of Financial Advice (with Tyrone Ross)
|
Jul 22, 2020 |
E63: Do “Lazy” Portfolios Have a Place in Your Investment Plan? (A Mastermind Discussion)
|
Jul 15, 2020 |
E62: Rebalancing Your 401(k) and Investment Accounts (Mid-year Overview)
|
Jul 08, 2020 |
E61: Emergency Fund 101
|
Jul 01, 2020 |
E60: How to Overcome Your Limiting Beliefs About Money (with Gull Khan)
|
Jun 24, 2020 |
E59: How to Launch an Online Course or Product
|
Jun 17, 2020 |
E58: Empower Your Community with YNAB for Good
|
Jun 10, 2020 |
E57: A Deep Dive Into Disability Insurance (with Ashe Abebe)
|
Jun 03, 2020 |
E56: My Top Three Ways to Achieve Extreme Productivity
|
May 27, 2020 |
E55: Common Financial Questions Unpacked (A Mastermind Discussion)
|
May 20, 2020 |
E54: Navigating Family, Work, and Productivity in the Pandemic (with Matthew Brennan)
|
May 13, 2020 |
E53: Pandemic & Your Money - Roundup for May 6, 2020
|
May 06, 2020 |
E52: Three Financial Best Practices for Solo (or Micro) Business Owners
|
Apr 29, 2020 |
E51: Tools for Managing Financial and Life Stress (with Kristin Oja, NP)
|
Apr 22, 2020 |
E50: Stop Trying to Time the Market
|
Apr 15, 2020 |
E49: How to Request Mortgage Forbearance Under the CARES Act
|
Apr 08, 2020 |
E48: Unpacking the CARES Act and What It Means for You
|
Apr 01, 2020 |
E47: A Budgeting Crash Course With YNAB
|
Mar 25, 2020 |
E46: Q&A About Money Decisions in Scary Market Conditions
|
Mar 18, 2020 |
E45: What Am I Doing With My Money Right Now?
|
Mar 11, 2020 |
E44: Introduction to the F.I.R.E. Movement (with Adam Morgan)
|
Mar 04, 2020 |
E43: How to Start an LLC
|
Feb 26, 2020 |
E42: What is An HSA and Do I Need One?
|
Feb 19, 2020 |
E41: Three Great Reasons to Set Up Automatic Contributions
|
Feb 12, 2020 |
E40: What Does It Cost to Work With a Financial Advisor?
|
Feb 05, 2020 |
E39: Your Small Business Marketing Playbook (with Ashley Monk)
|
Jan 29, 2020 |
E38: Tax Efficient Saving Strategies
|
Jan 22, 2020 |
E37: Your Tax Questions Answered (with Kim Padgitt & Julie Pesek)
|
Jan 15, 2020 |
E36: Using Science to Make Better Money Decisions (with Tyler Ludlow)
|
Jan 08, 2020 |
E35: My 3 Words for 2020
|
Jan 01, 2020 |
E34: De-mystifying 401(k) Rollovers
|
Dec 18, 2019 |
E33: The Value of Recharging Without Guilt
|
Dec 11, 2019 |
E32: Keeping Your Digital and Financial Life Secure
|
Dec 04, 2019 |
E31: 7 Common Retirement Saving Mistakes
|
Nov 27, 2019 |
E30: What To Do When You’re Scared About the Stock Market
|
Nov 20, 2019 |
E29: Life Without Credit Cards (with Amy Foley)
|
Nov 13, 2019 |
E28: Considering Entrepreneurship as a Franchise Owner (with Jeff Crane)
|
Nov 06, 2019 |
E27: How to Get Excited about Budgeting (with Rachel Richards)
|
Oct 30, 2019 |
E26: A Crash Course in Real Estate Investing (with Dan O'Brien)
|
Oct 23, 2019 |
E25: Thinking Through the Options of Self-employment vs. Taking a Job
|
Oct 16, 2019 |
E24: How (And Why) to Rebalance Your 401(k)
|
Oct 09, 2019 |
E23: 13 Myths About Working With a Financial Advisor
|
Oct 02, 2019 |
E22: How We Paid Off Over $400k in Student Loan Debt
|
Sep 25, 2019 |
E21: Do That New Thing (And a Podcast Update)
|
Sep 18, 2019 |
E20: Your Money Questions Answered at #XYPNLIVE
|
Sep 11, 2019 |
E19: Send Your Questions for XYPN Live
|
Sep 04, 2019 |
E18: What is Financial Coaching?
|
Aug 28, 2019 |
E17: Keeping Business Focus by Staying in the Zone
|
Aug 21, 2019 |
E16: Divorced and $500k in Debt - A Comeback Story
|
Aug 14, 2019 |
E15: 12 Modern Passive Income Ideas
|
Aug 09, 2019 |
E14: Tacos, Netflix Binging and Marketing for Service Firms
|
Aug 06, 2019 |
E13: What is Socially Responsible Investing?
|
Jul 31, 2019 |
E12: Growing Slow Without Debt or Investors
|
Jul 24, 2019 |
E11: Growing a Side Hustle Into a Full-time Business
|
Jul 17, 2019 |
E10: Achieving Mental and Emotional Resilience as a Business Owner
|
Jul 10, 2019 |
E9: How to Avoid Over-thinking Your Business
|
Jul 03, 2019 |
E8: Launching Initiatives with a One-page Creative Brief
|
Jun 26, 2019 |
E7: Charging What You're Worth
|
Jun 19, 2019 |
E6: Navigating the Challenges of Combining (or Not Combining) Finances with Your Partner
|
Jun 12, 2019 |
E5: How Do I Make Money With a Blog or a Podcast?
|
Jun 05, 2019 |
E4: All About the Solo 401(k) Plan
|
May 29, 2019 |
E3: Parallel Entrepreneurship - The Good, the Bad and the Ugly
|
May 22, 2019 |
E2: Optimizing Your Bank Accounts With Intention
|
May 15, 2019 |
E1: The 10-step Process for Starting a Business for < $1,500
|
May 08, 2019 |
E0: Introduction to The Elevation Project
|
May 01, 2019 |