Podcast Episodes
Back to SearchTop 5 Financial Action Items Before Year‘s End
Season 7 Episode 15
Another year is coming to a close and so are many financial strategies that have a December 31st deadline. What action steps do you need to take in y…
4 years, 3 months ago
Best Investment Solutions For The Short Term
Season 7 Episode 14
What is the best investment approach when you have money you can invest but will need it in the next couple of years? With the market near all-time h…
4 years, 3 months ago
Mistakes to Avoid When Choosing a Financial Planner
Season 7 Episode 13
Choosing the right financial planner can be the difference between you achieving your definition of financial peace or not. What are the most common …
4 years, 3 months ago
Which 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 …
4 years, 3 months 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 …
4 years, 4 months 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…
4 years, 4 months 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 internatio…
4 years, 4 months 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…
4 years, 4 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.…
4 years, 5 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 …
4 years, 5 months ago