Podcast Episodes
Back to SearchThe 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 …
4 years, 9 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 Car…
4 years, 9 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 r…
4 years, 9 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 …
4 years, 10 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, 10 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, 10 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, 10 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, 10 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, 11 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, 11 months ago