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Episode | Date |
---|---|
The 5 Steps of a DIY Annual Investments Review
|
Jan 16, 2025 |
Building Habits that Last Longer than Resolutions
|
Jan 02, 2025 |
What Does Your Most Fulfilled Life Look Like?
|
Dec 19, 2024 |
Should I Rent or Should I Buy?
|
Dec 05, 2024 |
When Roth Conversions Make Sense (and When They Don’t)
|
Nov 21, 2024 |
What Do Financial Advisors Actually Do?
|
Nov 07, 2024 |
How to Leverage Tax Projections to Minimize Your Tax Burden
|
Oct 24, 2024 |
Making Moves During Open Enrollment? Learn More About Life Insurance, Disability Coverage, 401(k), and More
|
Oct 10, 2024 |
Weighing the Benefits: How to Make a Decision on Employer-Provided Health Insurance
|
Sep 26, 2024 |
Embracing the Mess: How to Improve Financial Outcomes When Life Doesn’t Go as Planned
|
Sep 12, 2024 |
What is an Exchange Fund (and Should You Ever Join One)?
|
Aug 29, 2024 |
Politics and Personal Finance: Strategies for Stability During a Wild Election Season
|
Aug 15, 2024 |
Balancing Stocks, Bonds, Cash, and Your Financial Goals
|
Aug 01, 2024 |
How to Stop Your Instincts and Biases From Ruining Your Portfolio Returns
|
Jul 18, 2024 |
How to Build an Emergency Plan
|
Jul 04, 2024 |
How Can You Plan For An Uncertain Future?
|
Jun 20, 2024 |
Is Giving to a Donor-Advised Fund Worth It?
|
Jun 06, 2024 |
Should I Invest in My Health Savings Account?
|
May 23, 2024 |
What Should You Do With Your Stock Portfolio?
|
May 14, 2024 |
What Should You Do With Your Pile of Cash?
|
May 13, 2024 |
Is It Possible To Actually Reach FIRE?
|
May 10, 2024 |
How Can You Avoid Surprises Next Tax Season?
|
May 09, 2024 |
Final Episode - How To Stay In Touch With Us!
|
Mar 01, 2023 |
How to Balance a Home Purchase with Saving for Retirement?
|
Feb 22, 2023 |
What Should You Do If You Make Too Much To Contribute To a Roth IRA?
|
Feb 15, 2023 |
The Truth About an MBA - Is It Worth It?
|
Feb 08, 2023 |
How Are Different Types of Investment Withdrawals Taxed?
|
Feb 01, 2023 |
How Can I Reduce Costs Inside Of My Company's 401(k)?
|
Jan 25, 2023 |
How Should Real Estate Factor In My Retirement Plan?
|
Jan 18, 2023 |
How to Best Diversify a Concentrated Stock Holding
|
Jan 11, 2023 |
5 Steps to Get Your Finances Right in the New Year
|
Jan 04, 2023 |
How Should You Choose Survivor Benefits Options For Your Pension?
|
Dec 28, 2022 |
Misleading Financial Rules That You Should Avoid
|
Dec 21, 2022 |
[BIG ANNOUNCEMENT!] How to Find the Right Solution For Your Financial Needs
|
Dec 14, 2022 |
What's the Best Way for a Career Changer to Get Into the Financial Planning Industry?
|
Dec 07, 2022 |
How Do You Know When You're on Track to be Financially Free?
|
Nov 30, 2022 |
How do Individual Stocks Compare to Investing in Funds?
|
Nov 23, 2022 |
What's the Most Effective Way to Incorporate Giving Into Your Financial Plan?
|
Nov 16, 2022 |
Does it Ever Make Sense to Purchase a Home with All Cash Down?
|
Nov 09, 2022 |
How Does A Pension Fit In Your Overall Retirement Plan?
|
Nov 02, 2022 |
175 - 5 Employee Benefits To Get Right During Annual Enrollment
|
Oct 27, 2022 |
174 - Is Roth or Traditional Better for FIRE?
|
Oct 19, 2022 |
173 - Should I Dip into My Retirement Accounts to Purchase a Home?
|
Oct 12, 2022 |
172 - What Should I Do When I I Receive a Significant Bump in Income?
|
Oct 05, 2022 |
171 - Should I Save My Money For The Future Or Spend it Today?
|
Sep 28, 2022 |
170 - Where Should I Invest My Excess Income?
|
Sep 21, 2022 |
169 - [New Format!] Are Your Investments Too Concentrated?
|
Sep 14, 2022 |
168 - How to Understand the Stock Market
|
Sep 07, 2022 |
167 - What Insurances Do I Need?
|
Aug 31, 2022 |
166 - How Does This Market Impact How We Pull Funds from 529 Plans?
|
Aug 24, 2022 |
165 - How to Invest in Stocks For Beginners
|
Aug 17, 2022 |
164 - How To Understand Your Cash Flow
|
Aug 10, 2022 |
163 - Pros & Cons of Using Dividend Investing to Create Passive Income
|
Aug 03, 2022 |
162 - How To Understand Your Balance Sheet
|
Jul 27, 2022 |
161 - How to Invest During a Bear Market
|
Jul 20, 2022 |
160 - How to Retire Early
|
Jul 13, 2022 |
159 - How Much Company Stock Ownership Is Too Much?
|
Jul 06, 2022 |
158 - Where To Invest Cash Earmarked for a Down Payment?
|
Jun 29, 2022 |
157 - How to Best Mitigate Risk in Your Investment Strategy
|
Jun 22, 2022 |
156 - Benefits of Health Savings Accounts and How to Maximize Their Impact
|
Jun 15, 2022 |
155 - Should I Use an Adjustable Rate Mortgage (ARM)
|
Jun 08, 2022 |
154 - How Can I Reduce Taxes on Side Hustle Income?
|
Jun 01, 2022 |
153 - What Planning Points Should You Consider During a Recession?
|
May 25, 2022 |
152 - How to Invest In Down Markets
|
May 18, 2022 |
151 - How to Account For Matching Contributions in Retirement Saving Rates
|
May 11, 2022 |
150 - How to Give More Effectively Using Donor Advised Funds
|
May 04, 2022 |
149 - How to Find a Financial Professional That's Right For You
|
Apr 27, 2022 |
148 - Annuity vs Lump Sum - Which Pension Option Should I Select?
|
Apr 20, 2022 |
147 - How to Best Track Investment Returns
|
Apr 13, 2022 |
146 - How to Forecast and Save for College Expenses
|
Apr 06, 2022 |
145 - Should I Ever Borrow Money to Invest?
|
Mar 30, 2022 |
144 - Pros & Cons of Different Savings Accounts
|
Mar 23, 2022 |
143 - How Much Do I Need to Retire?
|
Mar 16, 2022 |
142 - What Are the Tradeoffs Between Real Estate and Stock Market Investing?
|
Mar 09, 2022 |
141 - How to Rebalance When Tax Implications Are Involved
|
Mar 02, 2022 |
140 - What Should I Do When I Receive a Large Windfall?
|
Feb 23, 2022 |
139 - What's the Best Way to Become a Financial Planner?
|
Feb 16, 2022 |
138 - How Do I Balance Retirement Savings with Debt Paydown?
|
Feb 09, 2022 |
137 - What Do People Do For Health Insurance If They Retire Early?
|
Feb 02, 2022 |
136 - Should I Save to a Deferred Compensation Plan After Maxing Out Everything Else?
|
Jan 26, 2022 |
135 - Newborn 101: What to Expect When You're Expecting
|
Jan 19, 2022 |
134 - How to Know If You're On Track to Retire
|
Jan 12, 2022 |
133 - How to Start the New Year Right
|
Jan 05, 2022 |
132 - How to Protect Against Inflation
|
Dec 29, 2021 |
131 - What to Know About IRA Eligibility
|
Dec 22, 2021 |
130 - Should I Do Roth Conversions in Low Income Years?
|
Dec 15, 2021 |
129 - Should I Cancel My Existing Whole Life Policy And Buy Term Insurance?
|
Dec 08, 2021 |
128 - Can I Unwind a Non-deductible IRA Contribution?
|
Dec 01, 2021 |
127 - Should I Pay Down My Mortgage or Invest?
|
Nov 24, 2021 |
126 - How to Invest at Market All-Time Highs
|
Nov 17, 2021 |
125 - Where to Invest For a Home, CD Ladders, and Contribution Rules
|
Nov 10, 2021 |
124 - What Are New Contributions Limits and How Does That Impact Our Taxes
|
Nov 03, 2021 |
123 - Should I Invest in Whole Life Insurance After Maxing Out My 401k?
|
Oct 27, 2021 |
122 - When Should I Start Redirecting Retirement Savings to Other Account Types?
|
Oct 20, 2021 |
121 - Overview of Important Mliestones To Be Aware Of
|
Oct 13, 2021 |
120 - How To Make Sure You Aren't Leaving Free Money on the Table During Open Enrollment
|
Oct 07, 2021 |
119 - What Should I Do When I Have Large Unrealized Gains in a Concentrated Stock Holding?
|
Sep 29, 2021 |
118 - How to Take Advantage of Tax Loss and Tax Gain Harvesting
|
Sep 22, 2021 |
117 - Should I Pursue a Dividend and Sector Investment Strategy?
|
Sep 15, 2021 |
116 - What Are the Key Things to Focus on When Just Getting Started?
|
Sep 08, 2021 |
115 - Mailbag Episode - Tracking 401k Contributions, ESPP Savings, and Investing After a Late Start
|
Sep 01, 2021 |
114 - How to Upsize Homes Before Selling Your Current Home
|
Aug 25, 2021 |
113 - How to Balance Retirement Income and Legacy Goals
|
Aug 18, 2021 |
112 - How Do I Incorporate Real Estate As Part of My Retirement Plan?
|
Aug 11, 2021 |
111 - What's the Best Way to Invest My Portfolio In Retirement?
|
Aug 04, 2021 |
110 - How Much Should Your Net Worth Increase Each Year?
|
Jul 28, 2021 |
109 - How to Prioritize Different Financial Strategies
|
Jul 21, 2021 |
108 - Should I Add Real Estate To My Portfolio After I’ve Maxed Everything Else Out?
|
Jul 14, 2021 |
107 - How to Plan When You Got a Late Start
|
Jul 07, 2021 |
106 - What Are Your Numbers?
|
Jun 30, 2021 |
105 - What Do All the Different Indexes Mean?
|
Jun 23, 2021 |
104 - How Does This Political Climate Impact Our Investments?
|
Jun 16, 2021 |
103 - Should I Save on Taxes Now Or In The Future?
|
Jun 09, 2021 |
102 - Where Should You Save Your Extra Income?
|
Jun 02, 2021 |
101 - How to Balance Cash Savings and Long-Term Investing
|
May 26, 2021 |
100 - 100th Episode! Reflection on the first 100 Episodes
|
May 19, 2021 |
099 - How To Save For a Home in This Crazy Real Estate Market
|
May 12, 2021 |
098 - Should I Move to Another State to Save Money and Retire Earlier?
|
May 05, 2021 |
097 - How to Balance Debt Paydown, Savings, and Long-Term Investing
|
Apr 28, 2021 |
096 - Should I Give My 4 Year Old a Credit Card?
|
Apr 21, 2021 |
095 - What To Do When You Have "Too Much Cash"
|
Apr 14, 2021 |
094 - When Should People Hire a Financial Planner?
|
Apr 07, 2021 |
093 - Should I Front Load Retirement Accounts When I'm Young?
|
Mar 31, 2021 |
092 - [Guest Interview] Can I use income earned overseas to fund US Retirement Accounts?
|
Mar 24, 2021 |
091 - [Guest Interview] How to Invest for Retirement If You Might Not Retire in the US
|
Mar 17, 2021 |
090 - How Do I Determine Taxes Owed on RSUs and ESPPs?
|
Mar 10, 2021 |
089 - Is it Possible to Overfund Retirement?
|
Mar 03, 2021 |
088 - Is an MBA Worth it? And How to Prepare Financially?
|
Feb 24, 2021 |
087 - Investing a Lump Sum vs Dollar Cost Averaging - Which is Better?
|
Feb 17, 2021 |
086 - Should I Apply Extra Cash to a Mortgage Refinance or Invest It?
|
Feb 10, 2021 |
085 - GameStop, AMC & More - How to Think About Hot Stocks as an Investor
|
Feb 03, 2021 |
084 - How Should You Know When to Use a Roth IRA vs Traditional IRA?
|
Jan 27, 2021 |
083 - 4 Things You Can Invest In
|
Jan 20, 2021 |
082 - What is a Sustainable Withdrawal Rate?
|
Jan 13, 2021 |
081 - What Should I Do When I Receive a Windfall?
|
Jan 06, 2021 |
080 - What Tax Investment Strategies Should I Be Aware of When Selling Stock Options
|
Dec 30, 2020 |
079 - 4 Steps to Implementing Change
|
Dec 23, 2020 |
078 - How Should You Diversify the Bond Part of Your Portfolio?
|
Dec 16, 2020 |
077 - Learn How "Asset Location" Can Lower Your Tax Bill
|
Dec 09, 2020 |
076 - Financial Planning Issues to Consider Before Year-End
|
Dec 02, 2020 |
075 - What's the Best Way to Fund Large Purchases in Retirement?
|
Nov 25, 2020 |
074 - Should You Invest in Bitcoin?
|
Nov 18, 2020 |
073 - Better Investor Series: How to Tilt Your Portfolio to Increase Your Odds of Success
|
Nov 11, 2020 |
072 - Better Investor Series: Understanding Asset Allocation
|
Nov 04, 2020 |
071 - Better Investor Series: 10 Steps to Investment Success
|
Oct 28, 2020 |
070 - How Should You Invest in an Election Year?
|
Oct 21, 2020 |
069 - Should You Use a Target Date Fund In Your 401(k) Plan?
|
Oct 14, 2020 |
068 - What is Mega Back Door Roth Contribution and Who Can Do It?
|
Oct 07, 2020 |
067 - What's the Best Investment Strategy for a 5-7 Year Timeframe?
|
Sep 30, 2020 |
066 - How to Teach Kids About Money Basics?
|
Sep 23, 2020 |
065 - How to Navigate Open Enrollment: I Hope You Have It
|
Sep 16, 2020 |
064 - How to Navigate Open Enrollment: Stock Compensation
|
Sep 09, 2020 |
063 - How to Navigate Open Enrollment: Health Insurance
|
Sep 02, 2020 |
062 - 10 Hidden Costs of Home Ownership
|
Aug 26, 2020 |
061 - What do I do With My Emergency Fund with Interest Rates So Low?
|
Aug 19, 2020 |
60 - What Tax-Efficient Investment Strategies Exist After I Max My 401(k)?
|
Aug 12, 2020 |
059 - What Do I Do After a Parent Passes Away?
|
Aug 05, 2020 |
058 - Everything You Need to Know About 529 Plans
|
Jul 29, 2020 |
057 - What Questions Should I Ask When Hiring a Financial Planner?
|
Jul 22, 2020 |
056 - What Is The Value of Working With a Real Financial Planner?
|
Jul 15, 2020 |
055 - Midyear Check Up: What To Look For In Your Insurance Policies
|
Jul 08, 2020 |
054 - LLC vs Sole Proprietorship: Which is Right For Your New Business?
|
Jul 01, 2020 |
053 - Should You Invest In Bonds with Interest Rates so Low?
|
Jun 24, 2020 |
052 - What Are the Most Important Accounts to Save to First?
|
Jun 17, 2020 |
051 - What Issues Should I Consider When Buying a Home?
|
Jun 10, 2020 |
050 - How Coronavirus Will Impact Future Social Security Benefits
|
Jun 03, 2020 |
049 - How Much Do I Have?
|
May 27, 2020 |
048 - What Financial Issues Do I Need to Know if I Lose My Job?
|
May 20, 2020 |
047 - Things You Didn't Know About Roth IRAs
|
May 13, 2020 |
046 - 5 Steps to Take When the Market Tanks
|
May 06, 2020 |
045 - Should I Rebalance My Portfolio
|
Apr 29, 2020 |
044 - Is Now a Good Time to Buy Stocks?
|
Apr 22, 2020 |
043 - How to Align Your Money With Life
|
Apr 15, 2020 |
042 - College Savings Options When College Isn't Far Away
|
Apr 08, 2020 |
041 - How the $2 Trillion CARES Act Will Impact You
|
Mar 31, 2020 |
040 - Financial (and other) Resources for those impacted by Cornavirus
|
Mar 25, 2020 |
039 - What Are The Best Retirement Plan Options for Small Businesses?
|
Mar 18, 2020 |
038 - Scary Markets - What Should I Do?
|
Mar 11, 2020 |
037 - Should I Just Own the S&P 500 Index?
|
Mar 04, 2020 |
036 - How to Navigate Mortgage Rates, Points, and Other Important Factors
|
Feb 26, 2020 |
035 - Should I Invest In Gold?
|
Feb 19, 2020 |
034 - Do I Need Disability Insurance?
|
Feb 12, 2020 |
033 - What Are the Most Important Things to Focus on in Personal Finance?
|
Feb 05, 2020 |
032 - How Will the SECURE Act Impact You?
|
Jan 29, 2020 |
031 - Should I Leave My Financial Advisor for Vanguard?
|
Jan 22, 2020 |
030 - Understanding Social Security and How to Maximize Benefits
|
Jan 15, 2020 |
029 - How to Maintain a Good Credit Score and Why It Matters
|
Jan 08, 2020 |
028 - 5 Steps to Financial Success in 2020
|
Jan 01, 2020 |
027 - When Do I Need Long-Term Care Insurance?
|
Dec 25, 2019 |
026 - What To Do With Your Year-End Bonus
|
Dec 18, 2019 |
025 - How Can I Best Use My Employee Stock Purchase Plan (ESPP)?
|
Dec 11, 2019 |
024 - What Are Restricted Stock Units (RSUs)?
|
Dec 04, 2019 |
023 - How to Balance Short-Term vs Long-Term Goals
|
Nov 27, 2019 |
022 - How Does Our Tax System Work?
|
Nov 20, 2019 |
021 - Is a Real Estate a Good Investment?
|
Nov 13, 2019 |
020 - Year End Tax Planning You Should Know
|
Nov 06, 2019 |
019 - Do I Need an Emergency Fund?
|
Oct 30, 2019 |
018 - Is Now a Good Time to Refinance My Mortgage?
|
Oct 23, 2019 |
017 - What to Look For When Selecting a Financial Advisor
|
Oct 16, 2019 |
016 - Budgeting Sucks, Do This Instead
|
Oct 09, 2019 |
015 - How to Get the Most of Your Employee Benefits
|
Oct 02, 2019 |
014 - Do I Need Life Insurance?
|
Sep 25, 2019 |
013 - How Many Mutual Funds Should I Own?
|
Sep 18, 2019 |
012 - Should I Get a 15 or 30 Year Mortgage?
|
Sep 04, 2019 |
011 - Where Should You Invest After Maxing Out Retirement Accounts
|
Sep 04, 2019 |
010 - The Magic of Compounding Interest
|
Aug 27, 2019 |
009 - How to Align Your Money with Life?
|
Aug 20, 2019 |
008 - How can I save for college?
|
Aug 14, 2019 |
007 - Do You Need an Estate Plan?
|
Aug 06, 2019 |
006 - To Roth or Not to Roth?
|
Jul 31, 2019 |
005 - How Much Do I Need To Retire?
|
Jul 22, 2019 |
004 - What is an HSA?
|
Jul 17, 2019 |
003 - Should I Use a SEP IRA or a Solo 401(k)?
|
May 20, 2019 |
002 - Is it Better to Invest or Pay Off Debt
|
May 09, 2019 |
001 - Personal Finance Doesn’t Have to Be Confusing
|
May 08, 2019 |