Podcast Episodes

Credit Scores

Episode 211

Today on the podcast we are going to be talking about credit scores. Why you would want to do anything with it, how to find your credit score and key…

5 years ago

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Identity Theft

Episode 210

Today we discuss some of the statistics, who is at risk, and ways that you can prevent identity theft.

5 years ago

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Potential Impact of the New Tax Plan

Episode 209

Today we are discussing what the new tax plan may entail and the proposed changes. 

5 years, 1 month ago

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Goal Setting Update

Episode 208

Today we are doing a review of podcast #31 - "Goal Setting". Where are you at on your 2021 goals?

5 years, 1 month ago

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GameStop Stock & Donor Advised Funds

Episode 207

Today on the podcast we discuss donor advised funds, as well as talk about 'what's been doing on with GameStop stock'? 

5 years, 1 month ago

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Charitable Remainder Trusts

Episode 206

Today we are discussing Charitable Remainder Trusts. What are CRT's and what benefits might there be?

5 years, 1 month ago

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Bitcoin

Episode 205

Today on the podcast, we discuss what the cryptocurrency bitcoin is. Should you invest in it and how can you use it?

5 years, 1 month ago

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Current Events

Episode 204

Today on the podcast we are talking about current events and 'what's in the news'.

5 years, 2 months ago

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Creating Goals for 2021

Episode 203

Today we are discussing goals or resolutions that you may want to think about incorporating in your plan for 2021.

5 years, 2 months ago

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Mental Health & The Holidays

Episode 202

Today we talking with a Susan Goss, a Licensed Professional Counselor & Marriage and Family Therapist about Mental Health & the holidays. 

5 years, 3 months ago

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