Podcast Episodes
Back to SearchHow to Pay Off Your Mortgage Near Retirement
Season 7 Episode 32
With house prices going up, it is likely to become more common to have a mortgage in retirement. Should you avoid having a mortgage in retirement? What strategies should you consider to pay off your …
Published on 3 years, 8 months ago
Areas of Your Finances You Don’t Realize Are Connected
Season 7 Episode 31
Your financial life is more interconnected than you realize, which is why it is essential that you take a comprehensive financial planning approach to your financial life and decisions. What are the …
Published on 3 years, 8 months ago
3 Ways Assets Transfer at Death
Season 7 Episode 30
When you pass away, who gets your assets and how they get them is critically important. The decisions -- hopefully the proactive, planful decisions -- that you make can influence the amount of stress…
Published on 3 years, 9 months ago
Tax Changes You Need to Be Aware of BEFORE You File
Season 7 Episode 29
Did you trade cryptocurrency in 2021? What about repaying a Coronavirus Related Distribution? Those are just a couple of the unique issues you may face when filing your taxes this year. Guest Ryan Fa…
Published on 3 years, 9 months ago
3 Ways to Optimize How You Contribute to an HSA
Season 7 Episode 28
As HSA (Health Savings Account) eligible High Deductible Health Plans become more popular, and as tax laws adapt such that the HSA is an even more versatile tool for your finances, how can you optimi…
Published on 3 years, 9 months ago
How Stocks Perform With Rising Interest Rates
Season 7 Episode 27
To combat inflation, the Fed is set to increase interest rates multiple times this year. What happens to stocks when the Fed is raising rates, and what other financial implications do you need to be …
Published on 3 years, 9 months ago
Tax Strategies To Implement For This Tax Season
Season 7 Episode 26
It's tax season again, and this one comes with a host of new rules just like the last several. What tax planning strategies should you be on the lookout for this tax season and ready to implement bef…
Published on 3 years, 10 months ago
Important Ages in Your Financial Life
Season 7 Episode 25
Your age can influence what financial options are available to you and therefore can influence your financial plan and decision making. What are those important inflection ages so that you can proper…
Published on 3 years, 10 months ago
The Best Place to Get Your Down Payment for a House
Season 7 Episode 24
When you are moving, it’s imperative that you act fast in today’s housing market. Often times that means you start the buying process before you start the selling process of your existing home. This …
Published on 3 years, 10 months ago
How To Manage Today’s Stock Market Volatility
Season 7 Episode 23
The stock market when from unusually calm to extremely turbulent in just a matter of days. What is causing the recent volatility and what's the best way to manage it? That and more on this episode of…
Published on 3 years, 10 months ago