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Episode | Date |
---|---|
A Guide to Buying Investments - EP. 161
|
Apr 01, 2025 |
Why Investing is Boring - EP. 160
|
Mar 25, 2025 |
What Is The Estate Attorney's Job - EP. 159
|
Mar 18, 2025 |
Finding a Good Estate Attorney - EP. 158
|
Mar 11, 2025 |
$17.5 Million for Potentially Misleading Statements about ESG Investing - EP. 157
|
Mar 04, 2025 |
Top Quality in a Financial Advisor – Trust or Performance? - EP. 156
|
Feb 25, 2025 |
What Are Your Estate Planning Options - EP. 155
|
Feb 18, 2025 |
Estate Planning: Legal Disasters vs Practical Advice - EP. 154
|
Feb 11, 2025 |
Unleashing Clients - EP. 153
|
Feb 04, 2025 |
The Unleashed Fiduciary - EP. 152
|
Jan 28, 2025 |
Financial Advice, Rip Off Alert - EP. 151
|
Jan 21, 2025 |
Real People, Real Financial Advice - EP. 150
|
Jan 14, 2025 |
Should You Do Business with a Financial Advisor
|
Jan 07, 2025 |
Holiday Message from Travis and Steve
|
Dec 31, 2024 |
Ditch the Suits Podcast - A Year In Review
|
Dec 24, 2024 |
You Are Worth It. Don’t Disinherit Yourself When You Lose Your Significant Other.
|
Dec 17, 2024 |
Rebuilding Life After Death
|
Dec 10, 2024 |
Tax Deductions – How to Get More!
|
Dec 03, 2024 |
Effective Budgets and Income Sourcing Plans
|
Nov 19, 2024 |
Hidden Costs of a High Salary
|
Nov 12, 2024 |
Major Mistake When Selling a House or Business
|
Nov 05, 2024 |
2024 Proposed Tax Policy Grab Bag (Part 2)
|
Oct 29, 2024 |
2024 Proposed Tax Policy Grab Bag (Part 1)
|
Oct 22, 2024 |
The Financial Doomsday of an Unrealized Capital Gains Tax
|
Oct 15, 2024 |
The Nightmare of Taxing Unrealized Capital Gains
|
Oct 08, 2024 |
Surprise Effects of Increasing Corporate Taxes
|
Oct 01, 2024 |
Why Your Net Worth Is The Wrong Number To Track
|
Sep 24, 2024 |
Do YOU Need $1,000,000 to Retire?
|
Sep 17, 2024 |
How the Media Uses Politics, Social Issues, and Market Volatility Against Us.
|
Sep 10, 2024 |
A Broader Perspective on the Long-term Impact of Inflation.
|
Sep 03, 2024 |
New DEI Issues with ESG/Socially Responsible Investing
|
Aug 27, 2024 |
This May Help You Avoid Irreparable Harm To Your Portfolio
|
Aug 20, 2024 |
Mutual Funds – Why you may get a tax bill, even when you lose money.
|
Aug 13, 2024 |
Investment Fees…the Good, the Bad, and the Ugly.
|
Aug 06, 2024 |
Understanding Tax Codes and Types of Investment Accounts
|
Jul 30, 2024 |
When to (and not to) Fund a Roth
|
Jul 23, 2024 |
Supercharge Your Charitable Donations
|
Jul 16, 2024 |
How to Make Money by Leveraging Debt
|
Jul 09, 2024 |
A Way To Make Better Financial Decisions
|
Jul 02, 2024 |
Stop Telling People They Have To Be Debt Free
|
Jun 25, 2024 |
The Problems Created By Not Talking To Your Kids About Money
|
Jun 18, 2024 |
Trying to Avoid Risk In Retirement Creates More Risk
|
Jun 11, 2024 |
Navigating Risk in Retirement Planning
|
Jun 04, 2024 |