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Episode | Date |
---|---|
Beyond the 401(k): Crafting a Retirement Strategy That Works for You
|
Apr 03, 2024 |
The CD Conundrum: Making Wise Moves as Interest Rates Fall
|
Mar 27, 2024 |
Beat the Tax Clock: Last-Minute Moves to Lower Your Bill
|
Mar 13, 2024 |
Navigating the Sunset of the Tax Cut and Jobs Act: Strategies for Your Finances
|
Feb 21, 2024 |
Predictions for 2024
|
Feb 01, 2024 |
Navigating the World of High-Yield Bank CDs: A 10% Opportunity?
|
Jan 24, 2024 |
Why The Fed is Worried About The Middle East...And So Should You!
|
Jan 17, 2024 |
Navigating Social Security: When to Claim for an Optimal Retirement
|
Jan 03, 2024 |
Is 2024 the time to ditch the 60/40 Portfolio? Blackrock is doing it...should you?
|
Dec 27, 2023 |
Unraveling the Mystery of Roth Conversions: A Down-to-Earth Guide
|
Dec 20, 2023 |
IRMAA and Roth Conversions - What You Need to Know
|
Dec 13, 2023 |
Roth Conversions - How Much To Convert This Holiday Season
|
Dec 06, 2023 |
Roth Conversions - Is It Right For You?
|
Nov 29, 2023 |
Investment Pitfalls: Are You Falling for These Common Gambling Traps?
|
Sep 13, 2023 |
Taking Control: The Importance of Living Wills in Modern Healthcare
|
Aug 30, 2023 |
$8.8 Billion Heartbreak: The Rising Cost of Elder Romance Scams
|
Aug 23, 2023 |
The Family Blueprint: Crafting a Thoughtful and Effective Estate Plan
|
Aug 15, 2023 |
Trusts Demystified: What Every Investor Should Know
|
Aug 09, 2023 |
The Fed and Your Retirement - What You Need To Know
|
Aug 02, 2023 |
Navigating the Tax Maze When Selling Your Home
|
Jul 26, 2023 |
Maximizing Wealth: 3 Ethical Ways to Slash Your Tax Bill
|
Jul 19, 2023 |
Unmasking 'No Loss Market Accounts': Are They Really as Safe as They Sound?
|
Jun 28, 2023 |
The Truth About Real Estate Investing: Is it Really the Golden Goose?
|
Jun 21, 2023 |
Buy & Hold vs Tactical - Which Is Right For You?
|
Jun 14, 2023 |
Reduce Your Taxes in Retirement Using The 321 Plan
|
Jun 07, 2023 |
The 321 Retirement Plan
|
May 31, 2023 |
Finding Peace In Market Volatility
|
May 24, 2023 |
Investing Mistakes to Avoid
|
May 17, 2023 |
How to Create a Tax Efficient Income Plan
|
May 10, 2023 |
Creating Financial Layers of Protection
|
May 03, 2023 |
Navigating the Shifting Economy: Is It Over Yet?
|
Apr 26, 2023 |
The 411 on Roth Conversions in 2023
|
Apr 19, 2023 |
A New Investment to Get Off The Wall Street Coaster
|
Mar 29, 2023 |
How To Protect Against Market Volatility
|
Mar 22, 2023 |
Silicon Valley Bank and Your Retirement Accounts
|
Mar 15, 2023 |
How to Not Run Out of Money in Retirement
|
Mar 09, 2023 |
More In The Bank or Bigger Social Security Check?
|
Mar 01, 2023 |
File Early or File Late - The "Big" Social Security Question
|
Feb 22, 2023 |
Mortgages and Retirement...Should You Pay It Off Early?
|
Feb 15, 2023 |
5 Easy Ways to Save On Taxes in Retirement
|
Feb 08, 2023 |
Secure 2.0 Changes The Math for Roth Conversions
|
Feb 01, 2023 |
Secure 2.0 Act - Major Changes to Retirement Planning & RMDs
|
Jan 18, 2023 |
How to Avoid a Roth Conversion Disaster!
|
Dec 21, 2022 |
The 5 Major Risks in Retirement
|
Dec 14, 2022 |
End of Year Tax Saving Tips
|
Dec 07, 2022 |
Is The 60/40 Portfolio and 4% Rule dead? [Part 2 of 2]
|
Nov 30, 2022 |
S2E13 - Is the 60/40 Portfolio dead? [Part 1 of 2]
|
Nov 23, 2022 |
S2E12 - Is this the end of Crypto? WTF Happened? Who is SBF and FTX?
|
Nov 16, 2022 |
S2E11 - The Safest Way to Invest in the Market
|
Nov 09, 2022 |
S2E10 - Handling Market Anxiety
|
Nov 02, 2022 |
S2E9 - What Type of Advisor Should I Hire?
|
Oct 26, 2022 |
S2E8 - The 4% Rule...What You Don't Know Can Hurt You!
|
Sep 28, 2022 |
S2E7 - What Type of Advisor Should I Hire to Help Me in Retirement? What should I look for in an advisor?
|
Sep 14, 2022 |
S2E6 - Investing for Retirement
|
Sep 07, 2022 |
S2E5 - What is the "market?"
|
Aug 31, 2022 |
S2E4 - How to Ethically Pay Zero Taxes in Retirement
|
Aug 24, 2022 |
S2E3 - Retirement Income Plan
|
Aug 17, 2022 |
S2E2: Retiring in a Recession - What You Need to Know
|
Aug 03, 2022 |
S2E1: How Do I Take Over My Retirement Account? (401k, 403b, etc..)
|
Jul 27, 2022 |
19 - Elder Abuse & Scams
|
May 25, 2022 |
18 - Economic Cycles
|
May 18, 2022 |
17 - How to Pay Less in Taxes
|
May 11, 2022 |
16 - Don't have enough to retire?
|
May 04, 2022 |
15 - Secure Act 2.0 & Your Roth Conversion
|
Apr 27, 2022 |
14 - Alpha, Beta, Gamma - What do they all mean?
|
Apr 20, 2022 |
13 - Investing and Inflation
|
Apr 13, 2022 |
12 - Investing vs Gambling
|
Apr 06, 2022 |
11 - The World Right Now
|
Mar 23, 2022 |
10 - Estate Planning
|
Mar 16, 2022 |
09 - FIRE over 50!
|
Mar 10, 2022 |
08 - Social Security Maximization
|
Mar 02, 2022 |
07 - How to Handle Market Anxiety
|
Feb 24, 2022 |
05 - How Advisors Are Paid
|
Feb 16, 2022 |
04 - Tips for Budgeting & Spending Less
|
Feb 09, 2022 |
03 - Downsizing...What You Should Consider First
|
Feb 02, 2022 |
02 - Inflation Scares
|
Jan 26, 2022 |
01 - How to Think About Roth Conversions
|
Jan 12, 2022 |