Podcast Episodes
Back to SearchWhich Financial Rules of Thumb to Break
Season 7 Episode 12
Rules of thumb can be helpful guides, but also bad advice. Which financial rules of thumb are worth following and which ones should you break? We're covering the most popular "rules of thumb" and hel…
Published on 4 years, 1 month ago
How to Adapt Your Financial Plan For Inflation
Season 7 Episode 11
Should the recent surge in inflation impact your financial plan? Inflation has picked up in a measured way as the economy has emerged from the Covid recession. How can you insolate your finances if i…
Published on 4 years, 1 month ago
The Biggest Financial Fears and How to Face Them
Season 7 Episode 10
What keeps you up at night financially? What do you worry about or what are you afraid of? The opposite of financial worry is financial peace, so let’s clean out the closet, and confront and solve th…
Published on 4 years, 1 month ago
Should You Diversify With International Stocks?
Season 7 Episode 9
US stocks have outperformed international stocks handily over the past 12 years. Is it wise to continue to diversify your investments with international markets, or is that an outdated approach to in…
Published on 4 years, 1 month ago
Top Tax Moves to Make Near Retirement
Season 7 Episode 8
Lots of tax law changes have been proposed, and while that uncertainty looms, making wise tax decisions now is even more important. However, there is no time in life where critical tax planning is mo…
Published on 4 years, 2 months ago
Misunderstood Tax Laws With Selling a House
Season 7 Episode 7
An often misunderstood tax rule is also one that is extremely important and relevant to the average person: the tax exemption for selling your house. Is the entire sale price taxable? What if you sel…
Published on 4 years, 2 months ago
Can I Claim My Child on My Taxes if They Made More Money Than I did?
Season 7 Episode 6
Taxes can become confusing when your dependent children get jobs and begin earning income. Do they need to file a tax return? Can I still claim them as a dependent? CPA Ryan Fair join us on this epis…
Published on 4 years, 2 months ago
3 Financial Tips if You Have Kids in College
Season 7 Episode 5
Having kids in college creates unique complexities in your finances, whether it be the best way to pay for college, managing tax credits, to understanding the new risks. We are covering our top 3 fin…
Published on 4 years, 2 months ago
10 Ways to Pay Less for Car Insurance
Season 7 Episode 4
When it comes to car insurance, what’s most important is that you have the most appropriate coverage for your financial situation. But, so is making sure you’re not paying too much. How can you pay l…
Published on 4 years, 3 months ago
What Happens When You Inherit an HSA?
Season 7 Episode 3
As High Deductible Health Plans have grown in popularity over the past decade, more and more people are contributing to a Health Savings Account (HSA) for a versatile financial tool in their financia…
Published on 4 years, 3 months ago