Podcast Episodes
Back to SearchThe 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 finan…
4 years, 10 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…
4 years, 10 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 cha…
4 years, 10 months ago
Planning Strategies for the SECURE Act 10-Year Rule
Season 6 Episode 34
The SECURE Act introduced the 10-Year Rule for withdrawing inherited retirement accounts and it is going to represent a significant tax increase for …
4 years, 10 months ago
Time to Prepare for Higher Taxes
Season 6 Episode 33
The Biden Administration has been floating ideas about how they plan to increase taxes to help cover more spending in the future. What are the ways y…
4 years, 11 months ago
How to Talk to Your Kids About Money
Episode 229
What’s the right age to begin talking to your kids about money? Do you wait until they get a job, or when they are in high school or college? How do …
4 years, 11 months ago
Discussing Finances with Your Family - The 70/40 Rule
Episode 228
At what point should you begin discussing finances with your family? You don't want to wait until it's too late, but some family members may not be r…
4 years, 11 months ago
How the New Stimulus Plan Affects Your 2020 Taxes
Season 6 Episode 30
The latest stimulus plan brought on significant tax changes, some of which even impact your return for 2020. Changes include the extension of the tax…
4 years, 11 months ago
Early Withdrawals From Retirement Accounts Through CARES Act
Episode 227
The CARES Act gave people unprecedented access to their retirement accounts during the pandemic. A Kiplingers poll showed an alarming statistic, that…
4 years, 11 months ago
Is My Home Office Tax Deductible? Biggest Tax Questions Part 2
Episode 226
Part 2 of the biggest tax questions from the pandemic, joined once again by CPA Ryan Fair. During the pandemic, many employees shifted to working fro…
5 years ago