Podcast Episodes
Back to SearchShould 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 in…
3 years, 9 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 ali…
3 years, 10 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 e…
3 years, 10 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 f…
3 years, 10 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 ti…
3 years, 10 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 wi…
3 years, 10 months ago
Financial Planning In Your 60s
Season 7 Episode 42
The decade of your 60s may be the one where you will make the most crucial financial decisions than any other decade. We're helping today with the mo…
3 years, 11 months ago
Financial Planning In Your 70s
Season 7 Episode 41
Depending on your age, certain areas of your financial life require more attention. In this new series, we're going to highlight one decade at a time…
3 years, 11 months ago
Do You Need to Take RMD From a Roth 401(k)?
Season 7 Episode 40
The Roth IRA does not have a required minimum distribution (RMD) like the IRA does once you turn 72. But, do you have to take an RMD from a Roth 401(…
3 years, 11 months ago
Changes to Investments During This Volatile Market
Season 7 Episode 39
Although a market pullback has been anticipated, the timing and magnitude of it is always unknown. What is causing the recent pullback, when might ma…
3 years, 11 months ago