Podcast Episodes
Back to Search5 Steps When Going From Employee to Contractor
Season 8 Episode 50
Whether it is a step towards semi-retirement, or a change in your work-life balance, more and more people are considering shifting from being an employee to being an independent contractor. When cons…
Published on 2 years, 4 months ago
Investment Halftime Report for 2023
Season 8 Episode 49
While most investors expected the first half of 2023 to underperform, the stock market rebounded nicely following a challenging 2022. What is driving the stock market recovery, and when could we see …
Published on 2 years, 4 months ago
How to Shift Your Investment Portfolio at Retirement
Season 8 Episode 48
When saving for retirement, your investment portfolio is often growth-oriented and structured for the long term. But when you retire and start living off your savings, how should your investment stra…
Published on 2 years, 4 months ago
Can You Pull Money Out of Your 401k While Working?
Season 7 Episode 47
For most people, the 401k is your greatest wealth-building tool. As you build wealth, can you withdraw from it while working? We'll share the circumstances for when you can, plus a new rule coming th…
Published on 2 years, 5 months ago
5 Biggest Roth IRA Mistakes
Season 8 Episode 46
The Roth IRA and the use of tax diversification can provide a tremendous lift to your financial success and retirement. To use the Roth IRA effectively, we will help you avoid the five biggest mistak…
Published on 2 years, 5 months ago
Health Insurance Options When Retiring Before Age 65
Season 8 Episode 45
Most people are aware of using Medicare when you turn 65, but what can you do about health insurance if you retire before age 65? Joined by Health Insurance expert Ben Bulgrien, we are delving into t…
Published on 2 years, 5 months ago
Should You Invest in CDs Right Now?
Season 8 Episode 44
With CD rates over 5% right now, is it wise to invest in them? Their fixed maturity, predetermined interest rate, and FDIC insurance make them a low-risk — yet sometimes low-return — option. We're di…
Published on 2 years, 5 months ago
Should You Invest Your 401k and Roth IRA Differently?
Season 8 Episode 43
When managing your investment portfolio, should each account be invested the same way, or is it better to have certain accounts invested differently than others? We're answering that question from a …
Published on 2 years, 6 months ago
Insurance Needs for Using Your Home or Car for Business
Season 8 Episode 42
Do you use part of your home for a business? What about using your vehicle for work? Some parts of your life overlap, and in those instances, it's easy not to have the right insurance coverage. Alysi…
Published on 2 years, 6 months ago
How to Keep Your Home & Auto Insurance Rates Low
Season 8 Episode 41
Home and auto insurance rates have been rising over the past year nationwide. Is inflation to blame, or are there more factors that play into your premiums? Insurance expert Alysia Boehner joins us o…
Published on 2 years, 6 months ago