Podcast Episodes
Back to SearchThe Balance Between Wealth and Health
Season 7 Episode 2
It’s common to neglect your health to build up wealth, and then use your wealth to (try) regain your health. How can you avoid that cycle and instead obtain a good balance between building wealth and…
Published on 4 years, 3 months ago
At What Age Do Most People Retire?
Season 7 Episode 1
What’s the most popular retirement age? What’s the best age for you to retire and how do you determine it? What do the trends say and are you on track? We’re helping with that and more on this week's…
Published on 4 years, 3 months ago
New Income Rules for Health Insurance Through the Affordable Care Act
Season 6 Episode 52
In order to qualify for cheaper health insurance through the Affordable Care Act (healthcare.gov), your income must be below a certain threshold. For 2020 and for 2021, the income rules are different…
Published on 4 years, 4 months ago
The 10 Best Financial Decisions of Your Life
Season 6 Episode 51
What are the 10 best financial decisions you’ve made in your life? At what age did you make those decisions? It may surprise you that the most important financial decisions people make in their lives…
Published on 4 years, 4 months ago
The 3 Choices You Have With Your Pension
Season 6 Episode 50
Although pensions are rarer than they used to be, if you have one, choosing how you draw it is one of the most important financial decisions of your life. Mike, Josh, and Kevin will explain your opti…
Published on 4 years, 4 months ago
When to Get Long Term Care Insurance
Season 6 Episode 49
To financially protect against the future cost of needing assisted living or nursing home care, at what age should you consider getting Long Term Care insurance in place? Additionally, in what circum…
Published on 4 years, 4 months ago
The Rules for SIMPLE IRAs
Season 6 Episode 48
The SIMPLE IRA is a wonderful retirement plan if you work at or own a small business, and for all its benefits, it does have a couple not so simple rules that you’re going to want to know about to us…
Published on 4 years, 4 months ago
2021 Midyear Stock Market Update
Season 6 Episode 47
The US stock market has had one of its most consistent performances through the first six months in history, yet there have been challenges bubbling beneath the surface. We break down the investment …
Published on 4 years, 5 months ago
Ways to Use a 529 Plan
Season 6 Episode 46
Traditionally the 529 Plan has had a singular purpose: paying for college. Now the rules have changed and you have more options. What are the new ways you can use a 529 plan, and should you consider …
Published on 4 years, 5 months ago
Repaying a Coronavirus Related Distribution
Season 6 Episode 45
The Coronavirus Related Distribution from a qualified retirement plan has a very unique feature in that you can pay it back within 3 years as if you never took the money out in the first place. If yo…
Published on 4 years, 5 months ago