Podcast Episodes
Back to Search5 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 effective…
2 years, 10 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 In…
2 years, 10 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-…
2 years, 10 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 …
2 years, 10 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 ea…
2 years, 11 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 pr…
2 years, 11 months ago
Will Tax Rates Sunset in 2026? How to Plan Ahead
Season 8 Episode 40
The current tax rates are set to expire in 2026, which could significantly impact your finances. Not only could your tax bill be significantly higher…
2 years, 11 months ago
4 Ways to Use a 529 Plan
Season 8 Episode 39
529 plans have traditionally been thought of and used as a college savings account. Thanks to recent law changes, the 529 plan is now a more versatil…
2 years, 11 months ago
Five 401k Decisions You Must Make
Season 8 Episode 38
This episode explores the crucial financial decisions you must make regarding your 401k retirement plan. Gain the knowledge and confidence to navigat…
3 years ago
5 Challenges Every Business Faces With Their Retirement Plan
Season 8 Episode 37
If you own or manage a small business, you know running the company's retirement plan and benefits is complex and cumbersome. We're discussing the fi…
3 years ago