Podcast Episodes
Back to SearchCapital Gains Tax, Stepped-Up Basis & More.
Episode 221
Today we are discussing how all of the above relate to your estate tax on inheritances.
4 years, 10 months ago
The Non-Financial Aspects of Retirement
Episode 220
Today we are discussing all the items that you should consider planning for, thinking about and praying about that are not related to your finances d…
4 years, 10 months ago
5 Different Types of Investing Risks - Part 2
Episode 219
Today we are following up from last weeks episode and discussing a few more of the most common risks that you may want to be aware of when investing.…
4 years, 10 months ago
5 Different Types of Investing Risks - Part 1
Episode 218
Today we are discussing some of the most common risks that you may want to be aware of when investing.
4 years, 10 months ago
Impact on Death of a Spouse
Episode 217
Today we are talking about "what happens in the event of death" on your finances.
4 years, 11 months ago
7 Tips & Ideas On How To Spring Clean Your Finances
Episode 216
4 years, 11 months ago
Potential Changes In The Tax Laws
Episode 215
Today we are discussing capital gains taxes, the step up basis, and the potential impact on inflation.
4 years, 11 months ago
Consumer Spending & Demographics - Where Is The Market Headed?
Episode 214
Today we are discussing where the current market may be headed.
4 years, 11 months ago
The New Stimulus Package
Episode 213
Today we discuss the 1.9 trillion dollar stimulus package. We talk about what is in it, what is not in it & what is in it for you.
5 years ago
Where Do We Go From Here?
Episode 212
Today we will be discussing what things look like, post-pandemic. We start by discussing where we've been and where we've come from.
5 years ago