Podcast Episodes
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Q&A - Investing & Paying For College
Episode 190
The decision to invest in a college education carries more weight today than ever before.
With escalating costs and evolving job markets, the questio…
2 years, 5 months ago
Q&A - Should I Invest in a Roth or Traditional IRA
Episode 189
When it comes to IRAs, do you go traditional or do you choose the Roth path?
It's a common question, and honestly, both have their benefits and poten…
2 years, 5 months ago
How to Get the Right CPA & Why It Matters
Episode 188
The journey to financial freedom isn't just about crunching numbers and watching your bank account grow; it's a transformative process that aligns yo…
2 years, 5 months ago
My Money Planning Process to Achieve Your Goals
Episode 187
Imagine ending the year not just with a bang, but with a clear blueprint for your finances.
Sounds too good to be true?
Not at all! I'm here to share…
2 years, 5 months ago
Why HSA Accounts Are So Powerful
Episode 186
Today, we're tackling a question that's been coming up quite a bit - the power of HSA accounts.
Now, if you've ever wondered just how impactful they …
2 years, 5 months ago
Which is Better High Yield Savings Accounts or CDs?
Episode 185
Choosing between high-yield savings accounts and CDs is a big deal when it comes to planning your financial journey.
It's a bit like deciding which r…
2 years, 6 months ago
Are You Really Living a Rich Life or a Bankrupt One?
Episode 184
Have you ever wondered if you're truly living a rich life or one that feels bankrupt on the inside?
Join me in a thought-provoking episode where we d…
2 years, 6 months ago
Should You Use a HELOC to Payoff Your Mortgage?
Episode 183
The idea of using a Home Equity Line of Credit (HELOC) to pay off your mortgage is an intriguing financial strategy that has gained popularity in rec…
2 years, 6 months ago
What to Do Today to Pay Less Tax and Keep More Money
Episode 182
With tax rates approaching 40-50% in some states, every dollar saved is significant.
What can you do right now to reduce your tax bill and keep more …
2 years, 6 months ago
Annuities...Investment, Insurance or Scam
Episode 181
Are annuities the key to creating wealth and financial security, or are they just another scheme?
Get ready as we dive into the world of annuities an…
2 years, 7 months ago