Podcast Episodes
Back to SearchUnderstanding the Changes to Roth Accounts and Maximizing Your Retirement Savings
Season 8 Episode 26
Recent changes to Roth IRAs and Roth 401ks by the SECURE Act 2.0 are encouraging more Roth-style contributions. We'll explore these changes' benefits…
3 years, 2 months ago
Biggest Ways the SECURE Act 2.0 Will Impact Your Finances
Season 8 Episode 25
The SECURE Act 2.0 will impact every American's financial life and financial decisions. We're taking the issue head-on and helping you understand the…
3 years, 3 months ago
Tax Law Changes From the SECURE Act 2.0
Season 8 Episode 24
As the 2023 tax season gets underway, it’s important to begin planning for how your tax picture will change as the SECURE Act 2.0 begins to be implem…
3 years, 3 months ago
Traps to Avoid When Going From an HSA to Medicare
Season 8 Episode 23
More and more people have an HSA-eligible High Deductible Health Plan and are funding an HSA. While we love the tax benefits that the HSA offers, fun…
3 years, 3 months ago
What Changes Should You Make in Your Investments for 2023
Season 8 Episode 22
2022 was the most turbulent year in the stock market since 2008 and the worst year on record in the bond index. With such a challenging year behind u…
3 years, 3 months ago
How to Avoid Paying Tax on Your Social Security
Season 8 Episode 21
More and more people are paying taxes on their Social Security each year. What can you do today to avoid paying taxes on your Social Security in the …
3 years, 4 months ago
Do These 5 Things if You Plan to Retire in 2023
Season 8 Episode 20
What should you do with your finances if you are planning to retire in 2023? We're talking through the 5 items you need to focus on today to reach th…
3 years, 4 months ago
How to Thrive Financially in 2023 - Recession or Not
Season 8 Episode 19
Most economists anticipate a recession in 2023, so what steps should you take in your finances today to ensure you thrive in the new year, whether we…
3 years, 4 months ago
Financial Lessons from Past, Present, and Future
Season 8 Episode 19
We've all made past financial mistakes; the hope is to learn from them and not repeat them. From a unique perspective today, we're helping you overco…
3 years, 4 months ago
How to Raise Financially Responsible Kids
Season 8 Episode 17
What habits should you be instilling in your young children, and how much help or support should you be providing to your grown children? We're provi…
3 years, 4 months ago