Podcast Episodes

March 14th Radio Show: Roth Conversions

The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept…

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13 hours ago

March 7th Radio Show: Overrated and Underrated

 Let’s talk about a few things in the financial world that might not be all they’re cracked up to be and some things that don't always get the love t…

1 week ago

February 28th Radio Show: Mutual Funds

Mutual funds have been the most popular investment vehicle for a long time, but that doesn’t mean that most people understand them as well as they sh…

2 weeks ago

February 21st Radio Show: 7 Deadly Sins of Retirement Planning

You shouldn’t just be avoiding the seven deadly sins in your personal life, you should avoid them in your financial life as well…

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3 weeks ago

February 14th Radio Show: Not Ready to Retire

Sometimes people who have reached a conventional retirement age say they don’t want to retire…and sometimes they really mean it. Other times, it’s ju…

1 month ago

February 7th Radio Show: I’m 62…Now What?

Turning 62 might not seem like a big milestone since it’s not a number that ends in zero. But it’s a big milestone year when it comes to Social Secur…

1 month, 1 week ago