Podcast Episodes
Back to SearchTop 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, 7 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, 7 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, 7 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 understa…
4 years, 7 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 …
4 years, 7 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…
4 years, 8 months ago
The 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…
4 years, 8 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 trac…
4 years, 8 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…
4 years, 8 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 import…
4 years, 9 months ago