Podcast Episodes
Back to Search10 Social Security Facts You Need to Know
Season 7 Episode 52
Social Security plays an important role in your retirement, yet still, most people are unfamiliar with how Social Security works. Therefore, most people are unprepared to make a great decision on whe…
Published on 3 years, 4 months ago
Should You Invest in I Bonds?
Season 7 Episode 51
Government savings bonds with an interest rate connected to inflation, I Bonds, are currently paying an interest rate greater than 9%. What are the primary features of these investment options and do…
Published on 3 years, 4 months ago
The Most Common Surprises When Signing Up For Medicare
Season 7 Episode 50
The transition onto Medicare is the biggest health insurance transition you'll face in your life, coupled with the biggest health insurance decision of your life, as part of the biggest financial dec…
Published on 3 years, 4 months ago
How to Avoid Nasty Tax Surprises
Season 7 Episode 49
Many people experienced unpleasant tax surprises when they filed their taxes in 2022, even more than in the past. We have CPA Ryan Fair on the show to help explain why there was an increase in tax su…
Published on 3 years, 4 months ago
Should You Make Changes To Your Investments Now?
Season 7 Episode 48
With the stock market declines and volatility we've seen this year, just about everyone is asking the same questions - Should I make changes to my investments? The answer depends on whether you've go…
Published on 3 years, 4 months ago
Financial Clarity to Achieve Your Most Important Goals
Season 7 Episode 47
More than likely your financial life is scattered among various bank accounts, retirement plans, and other financial instruments, but you need to align those resources to achieve a variety of differe…
Published on 3 years, 5 months ago
Financial Planning in Your 20s
Season 7 Episode 46
The financial decisions you make in your 20s can affect your finances for years to come. Between student loans, starting saving for retirement, and expensive housing markets, the pressure to make the…
Published on 3 years, 5 months ago
Financial Planning in Your 30s
Season 7 Episode 45
In your 30s you'll face many new and interesting financial challenges. You are likely making more money now than ever before and facing significant financial decisions — like having kids, purchasing …
Published on 3 years, 5 months ago
Financial Planning In Your 40s
Season 7 Episode 44
Your 40s may be the busiest decade of your life, filled with many financial decisions that can affect you and your family for years to come. While time is still on your side before retirement, but no…
Published on 3 years, 5 months ago
Financial Planning In Your 50s
Season 7 Episode 43
Financial planning in your 50s may be the most important decade. In your 50s you have significant competing financial priorities like helping kids with college, maybe a big home decision or wedding t…
Published on 3 years, 6 months ago