Podcast Episodes
Back to SearchThe Bitcoin Episode
Season 6 Episode 43
What role, if any, should Bitcoin or other cryptocurrencies play in your financial life and financial plan? Is the attention worth it and you should get in early on this investment while you can...or…
Published on 4 years, 5 months ago
Should Your Umbrella Policy Cover Underinsured Risks?
Season 6 Episode 43
What is Uninsured and Underinsured Motorist coverage and is it important to have on your Umbrella policy? We're going to explain what all of that means and then help you determine if it's necessary f…
Published on 4 years, 6 months ago
Can I Use My 401k To Buy a House?
Season 6 Episode 42
Can you buy a house using your 401(k)? What about your IRA? As the housing market is surging, more people are wondering what the rules are for using their retirement money for a down payment. We're c…
Published on 4 years, 6 months ago
5 Unique Rules of the Roth IRA
Season 6 Episode 41
The Roth IRA is one of the most versatile financial instruments available. While it gets a lot of attention, it also has some very strange rules that come along with it. We're sharing our top 5 obscu…
Published on 4 years, 6 months ago
How to Avoid 10% Early Withdrawal Penalty in Retirement
Season 6 Episode 40
This week we’re discussing the creative financial planning strategies for those of you looking to retire before age 59 ½. Where can you get access to cash and avoid the 10% early withdrawal penalty? …
Published on 4 years, 6 months ago
Financial Paths After Graduation
Season 6 Episode 39
Long-term financial success is much more attainable if you start on the right track. Therefore, once graduating high school, how do you financially navigate your three choices of what to do next? Eac…
Published on 4 years, 6 months ago
Why Is the FED Lying About Inflation?
Season 6 Episode 38
Despite the Federal Reserve downplaying inflation, prices appear to be rising rapidly. What’s the truth about inflation, is it going to be a huge concern, and what should you be doing with your money…
Published on 4 years, 7 months ago
The Biggest Financial Planning Gaps
Season 6 Episode 37
Where are the biggest financial gaps that a comprehensive approach to your finances fills in? How can you fill in those gaps and avoid unforced financial mistakes? We're covering that and more in thi…
Published on 4 years, 7 months ago
Protect Your Finances From Identity Theft
Season 6 Episode 36
What’s the best way to protect yourself and your finances from Identity theft? Is it best to purchase identity theft insurance, or is it not actually necessary? If you find yourself a victim of ident…
Published on 4 years, 7 months ago
Investment Strategies as You Enter Retirement
Season 6 Episode 35
We all understand the concept of saving up for retirement, but what about investing in retirement? Should your investment approach and risk level change as you near and enter retirement? We're hittin…
Published on 4 years, 7 months ago