Podcast Episodes
Back to SearchUnderstanding the Finances of Your Small Business
Season 9 Episode 41
If you own or run a small business, are self-employed, or are considering starting your own small business, what financial statements should you be m…
1 year, 9 months ago
Financial Planning Strategies if Tax Cuts Expire
Season 9 Episode 40
The Tax Cuts and Jobs Act passed in 2017 made significant tax law changes and reduced taxes and tax rates. If no congressional action is taken, these…
1 year, 9 months ago
How to Invest During Election Years
Episode 231
Election years seem more volatile and pivotable for the world, but certainly the US economy and stock market. For this reason, many people get concer…
1 year, 9 months ago
Should You Plan for an Inheritance?
Season 9 Episode 38
If you anticipate receiving an inheritance, should it influence your financial plan, or is it best to ignore it until it happens? We're answering tha…
1 year, 9 months ago
Insuring Your Small Business: Closing the Coverage Gaps
Season 9 Episode 34
One common problem with not taking a comprehensive approach to your finances is having your insurance get out of sync with your financial situation. …
1 year, 10 months ago
Medicare Mistakes to Avoid When Working Past 65
Season 9 Episode 36
Working past age 65 has its benefits, though it can cause confusion when transitioning onto Medicare. We're discussing the biggest mistakes you need …
1 year, 10 months ago
Record Number of 401k Early Withdrawals - How to Avoid This
Season 9 Episode 35
Despite a strong labor and stock market, data showed that a record number of people took early hardship withdrawals from their 401(k) in 2023. In thi…
1 year, 10 months ago
Tax Planning Changes for 2024
Season 9 Episode 34
As the tax filing season for 2023 comes to a close, it's not too early to start thinking about your 2024 taxes. What tax planning changes should be o…
1 year, 10 months ago
How to Become a 401k Millionaire
Season 9 Episode 33
Do you have a goal of having $1 million saved up inside your 401(k) and other retirement accounts? Data from the end of 2023 showed the number of peo…
1 year, 11 months ago
The Right Retirement Plan for Self-Employed
Season 9 Episode 32
When you own your own business or are self-employed, one of the key financial decisions you need to make is what type of retirement plan to set up. W…
1 year, 11 months ago