Podcast Episodes
Back to SearchShould You Have Multiple Investment Strategies?
Episode 222
Should you have a different investment strategy for your Roth IRA as you do for your 401(k)? Do certain investment strategies make sense in some accounts but not others? This episode we're discussing…
Published on 4 years, 10 months ago
How Much House Can You Afford?
Episode 221
How much house can you afford? Is this just a number the bank tells you or is it a financial planning decision? As housing prices surge, it’s more important than ever to ensure you have the right cla…
Published on 4 years, 10 months ago
Health Insurance Options in Early Retirement
Episode 220
Health insurance remains one of the most important factors in someone's ability and timing of retirement. If you are retiring before age 65, what are your options for health insurance and how would y…
Published on 4 years, 10 months ago
The Current Retirement Boom
Episode 219
We are in a Retirement Boom...more people are retiring now than ever before. Due to the risks and challenges in a coronavirus world, and inflated stock prices, people are retiring earlier than they p…
Published on 4 years, 11 months ago
Stock Market Outlook for 2021
Episode 218
2020 will go down as one of the most unusual years in stock market history. What investment opportunities should you watch out for in 2021 and what moves should you make in your portfolio? We are cov…
Published on 4 years, 11 months ago
How To Make 2021 Your Best Financial Year Ever
Episode 217
If you were to look back on the year, how would you grade 2020 in your financial life? We are giving you financial tips that you can begin doing right now to make sure 2021 gets a better grade. We’re…
Published on 4 years, 11 months ago
Last Minute Tax Planning for 2020
Episode 216
With 2020 almost over, some critical tax planning opportunities are about to expire as well. What are the tax planning steps you need to consider taking right now before they’re gone? We’re hitting t…
Published on 4 years, 11 months ago
Financial Challenges to Retiring Early
Episode 215
Many people hope to retire early, a trend only increased thanks to the Covid-19 pandemic. Few, however, can actually pull it off successfully. What are the main financial challenges you must overcome…
Published on 5 years ago
The Financial Do's and Don'ts of Gift Giving
Episode 214
How much money can I gift to a child or family member? It’s the season of giving and that’s actually one of the most common questions we get. We’re going to answer that question and provide clarity t…
Published on 5 years ago
It's the Most Financially-Stressful Time of the Year
Episode 213
It’s supposed to be the most wonderful time of the year, but for many people, it is the most stressful time of the year when it comes to your finances. We’re going to solve this today by helping you …
Published on 5 years ago