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Episode | Date |
---|---|
Season 2 Episode 55: Are you planning for the right retirement?
|
Jan 22, 2024 |
Season 2 Episode 54: Changes in the SECURE Act for 2024 – and we answer your questions
|
Jan 15, 2024 |
Season 2 Episode 53: Outlook 2024: Growing Your Wealth in an Uncertain World
|
Jan 08, 2024 |
Season 2 Episode 52: Starting a small business or side hustle
|
Jan 01, 2024 |
Season 2 Episode 51: The Best of 2023 – Transitioning into retirement
|
Dec 25, 2023 |
Listen as I get financially planned
|
Dec 18, 2023 |
Season 2 Episode 50: Setting (and keeping) your financial resolutions
|
Dec 18, 2023 |
Season 2 Episode 49: We answer your questions
|
Dec 11, 2023 |
Season 2 Episode 48: Creating charitable giving strategies that make an impact
|
Dec 04, 2023 |
Season 2 Episode 47: What if you never retire – by choice?
|
Nov 27, 2023 |
Season 2 Episode 46: The Secret to Long-Term Investing
|
Nov 20, 2023 |
Season 2 Episode 45: Introducing the family to your estate plan (and your advisor)
|
Nov 13, 2023 |
Season 2 Episode 44: Your year-end financial checklist
|
Nov 06, 2023 |
Season 2 Episode 43: Retiring abroad: The pros and cons
|
Oct 30, 2023 |
Season 2 Episode 42: Health care in retirement
|
Oct 23, 2023 |
Season 2 Episode 41: How to deal with a financial windfall
|
Oct 16, 2023 |
Season 2 Episode 40: Don’t gamble your retirement away
|
Oct 09, 2023 |
Season 2 Episode 39: We answer your questions
|
Oct 02, 2023 |
Season 2 Episode 38: Broken ties: The impact of family estrangement on estate planning
|
Sep 25, 2023 |
Season 2 Episode 37: Protect your wealth against scams
|
Sep 18, 2023 |
Season 2 Episode 36: The urgent need for tax planning right now
|
Sep 11, 2023 |
Season 2 Episode 35: The future of personal finance and artificial intelligence
|
Sep 04, 2023 |
Season 2 Episode 34: Your 100-year life and how to plan for it
|
Aug 28, 2023 |
Season 2 Episode 33: Retirement strategies for singles
|
Aug 21, 2023 |
Season 2 Episode 32: Is it a good time to buy a house?
|
Aug 14, 2023 |
Season 2 Episode 31: Is college worth it?
|
Aug 07, 2023 |
Season 2 Episode 30: The psychology of retirement
|
Jul 31, 2023 |
Season 2 Episode 29: Estate planning for people with disabilities
|
Jul 24, 2023 |
Season 2 Episode 28: Insurance policies that you do and don’t need
|
Jul 17, 2023 |
Season 2 Episode 27: How to foster financial intimacy
|
Jul 10, 2023 |
Season 2 Episode 26: 2023 summer trends and financial tips
|
Jul 03, 2023 |
Season 2 Episode 25: Who do you call when life comes calling?
|
Jun 26, 2023 |
Season 2 Episode 24: What you need to know about 401k management
|
Jun 19, 2023 |
Season 2 Episode 23: Investment and market insights
|
Jun 12, 2023 |
Season 2 Episode 22: Everyday wealth in America
|
Jun 05, 2023 |
Season 2 Episode 21: We need to talk about annuities
|
May 29, 2023 |
Season 2 Episode 20: What’s wrong with health care?
|
May 22, 2023 |
Season 2 Episode 19: How much insurance do you need?
|
May 15, 2023 |
Season 2 Episode 18: 6 retirement income strategies
|
May 08, 2023 |
Season 2 Episode 17: What is a backdoor Roth IRA?
|
May 01, 2023 |
Season 2 Episode 16: The perils of eschewing estate planning
|
Apr 24, 2023 |
Season 2 Episode 15: Cash is trash. Or is it king?
|
Apr 17, 2023 |
Season 2 Episode 14: Are your taxes going up?
|
Apr 10, 2023 |
Season 2 Episode 13: Financial planning for single people
|
Apr 03, 2023 |
Season 2 Episode 12: 4 Risks of retirement
|
Mar 27, 2023 |
Season 2 Episode 11: A deep dive into when to claim Social Security
|
Mar 20, 2023 |
Season 2 Episode 10: The role of finances in gray divorce
|
Mar 13, 2023 |
Season 2 Episode 9: Last-minute tax tips
|
Mar 06, 2023 |
Season 2 Episode 8: How to choose a financial advisor
|
Feb 27, 2023 |
Season 2 Episode 7: Is the 60/40 portfolio dead?
|
Feb 20, 2023 |
Season 2 Episode 6: Should we re-imagine retirement?
|
Feb 11, 2023 |
Season 2 Episode 5: Retirement security and the SECURE 2.0 Act
|
Feb 06, 2023 |
Season 2 Episode 4: Replay: Investing vs. speculation
|
Jan 28, 2023 |
Season 2 Episode 3: Navigating a challenging housing market
|
Jan 21, 2023 |
Season 2 Episode 2: Starting a small business or a side gig
|
Jan 14, 2023 |
Season 2 Episode 1: Keeping your financial New Year’s resolutions
|
Jan 07, 2023 |
Episode 53: REPLAY: Aging: A family matter
|
Dec 31, 2022 |
Episode 52: REPLAY: What type of investor are you?
|
Dec 24, 2022 |
Episode 51: Tying up financial loose ends
|
Dec 17, 2022 |
Episode 50: Financial considerations for the holiday season
|
Dec 10, 2022 |
Episode 49: Facing financial challenges
|
Dec 03, 2022 |
Episode 48: REPLAY: Building First Generation Wealth
|
Nov 26, 2022 |
Episode 47: How bad is it REALLY out there?
|
Nov 19, 2022 |
Episode 46: What type of investor are you?
|
Nov 12, 2022 |
Episode 45: REPLAY: You’re retired (or almost retired) … now what?
|
Nov 05, 2022 |
Episode 44: Is everything broken?
|
Oct 29, 2022 |
Episode 43: End-of-year ‘to-do’s’ – Medicare and charitable giving
|
Oct 22, 2022 |
Episode 42: Leaving a legacy
|
Oct 15, 2022 |
Episode 41: Building First Generation Wealth
|
Oct 08, 2022 |
Episode 40: You’re retired (or almost retired) … now what?
|
Oct 01, 2022 |
Episode 39: Sudden wealth: a blessing or a curse?
|
Sep 24, 2022 |
What is a good early retirement package and should you take it?
|
Sep 22, 2022 |
The do’s and don’t’s of open enrollment
|
Sep 21, 2022 |
What should you expect from your year end review with your financial planner?
|
Sep 20, 2022 |
SNEAK PEEK: “The Economic Storm of 2022 and Your Wealth”
|
Sep 19, 2022 |
Episode 38: Fear of Missing Out
|
Sep 17, 2022 |
5 things to think about before renting your house on Airbnb
|
Sep 16, 2022 |
Could buying a second home help hedge against inflation?
|
Sep 15, 2022 |
Should you take a lump sum or an annuity pension?
|
Sep 14, 2022 |
What is the first thing you need to do before you decide on a big purchase?
|
Sep 13, 2022 |
Who benefits from rising interest rates?
|
Sep 12, 2022 |
Episode 37: Why you should be interested in interest rates
|
Sep 10, 2022 |
Is it more difficult to retire in a bear market?
|
Sep 08, 2022 |
What is sequence of return risk? And should you be worried about it?
|
Sep 07, 2022 |
Listener question: How can a retiree who is forced to take RMDs by law deal with the current bear market?
|
Sep 06, 2022 |
Withdrawal strategies in a bear market
|
Sep 05, 2022 |
Episode 36: How to plan to retire in a bear market
|
Sep 03, 2022 |
Listener question: Can I use QLAC to hedge longevity risk when taking RMDs?
|
Sep 01, 2022 |
Preparing for the worst financially
|
Aug 31, 2022 |
Changing jobs later in life
|
Aug 30, 2022 |
Gifting plans for new grandparents
|
Aug 29, 2022 |
Episode 35: Moments that matter
|
Aug 27, 2022 |
Jean’s favorite car hack
|
Aug 26, 2022 |
Investing Sense with Dr. Wei Hu – Reference Points
|
Aug 25, 2022 |
Leasing vs. buying a car
|
Aug 24, 2022 |
What are the differences between investing and speculation?
|
Aug 23, 2022 |
How to help mitigate investing risks in today’s economy
|
Aug 22, 2022 |
Episode 34: Investing vs. speculation
|
Aug 20, 2022 |
What parents need to do before sending their kids to college
|
Aug 19, 2022 |
What should consumers and investors do in a recession-ish?
|
Aug 18, 2022 |