Podcast Episodes
Back to Search2021 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 …
4 years, 7 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 way…
4 years, 8 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 …
4 years, 8 months ago
The 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 …
4 years, 8 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 mea…
4 years, 8 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 …
4 years, 9 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…
4 years, 9 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…
4 years, 9 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 n…
4 years, 9 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 con…
4 years, 9 months ago