Podcast Episodes
Back to SearchPro Tips for Managing Your Old 401k
Season 10 Episode 29
Navigating the options for an old 401(k) from a previous employer is a crucial step in optimizing your long-term financial strategy. From rolling it …
1 year, 6 months ago
Should You Save If You Don't Plan on Retiring?
Season 10 Episode 28
If you have a crystal clear vision of retirement, saving up today in order to accomplish that may come naturally. But what if that picture isn't so c…
1 year, 6 months ago
Top Tax Strategies for Your 2024 Tax Return
Season 10 Episode 27
Every tax season, before you file your return, you need to answer three specific questions that will help you with your tax planning both for the tax…
1 year, 6 months ago
Super Catch-Up Contributions Explained: How to Maximize Your 401k
Season 10 Episode 26
New in 2025 is a confusing rule regarding Catch-up Contributions to 401(k)s, 403(b)s, and SIMPLE IRAs. This confusion will lead to many people who ar…
1 year, 7 months ago
How to Transition Wealth
Season 10 Episode 25
In the midst of the Great Wealth Transfer, where trillions are set to move from one generation to another, how do you ensure the transfer is a blessi…
1 year, 7 months ago
How to Position Your Portfolio for Market Uncertainty - Investment Themes for 2025
Season 10 Episode 24
After experiencing a remarkable surge in the stock market in 2024 and 2023, many investors are left wondering what lies ahead. We are diving into the…
1 year, 7 months ago
When Term Life Insurance Is Not the Best Fit for Your Financial Plan
Season 10 Episode 23
Choosing the right life insurance is crucial for your financial well-being, but term life insurance isn't always the best fit for everyone, and there…
1 year, 7 months ago
5 Ways to Reduce Your Taxes in 2025
Season 10 Episode 22
As the year is getting started, are you setting yourself up to be in an even more favorable position with your taxes in 2025? Proactive tax planning …
1 year, 7 months ago
What to Do if Your Pension Is Terminated?
Season 10 Episode 21
Kodak is the latest of many companies that have stopped their pension, giving participants options on whether to cash it out, roll it over, or draw a…
1 year, 8 months ago
How to Financially Prepare for Having a Baby
Season 10 Episode 20
Welcoming a new baby into your life is an exciting journey, but it can also bring financial challenges. Whether you're expecting, planning to grow yo…
1 year, 8 months ago