Podcast Episodes
Back to SearchBiggest Financial Surprises in Retirement
Season 7 Episode 35
When you envision retirement, the last thing you are thinking about is the surprises you may come across. What are those surprises, obstacles, and de…
3 years, 10 months ago
Is Now the Time to Lease a Car?
Season 7 Episode 34
Car prices have absolutely skyrocketed over the past year -- car lots are empty and used cars are going up in value, not down. Is now the time to con…
3 years, 10 months ago
How a Password Manager Can Help Your Estate Plan
Season 7 Episode 33
A password manager is a helpful tool that not only keeps your passwords safe but can also be a huge benefit for your estate plan. We'll explain what …
3 years, 11 months ago
How 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? Wh…
3 years, 11 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 t…
3 years, 11 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 -…
3 years, 11 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 fa…
4 years 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 ve…
4 years 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 wh…
4 years 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 look…
4 years ago