Podcast Episodes
Back to SearchThe Most Important Variable When Retiring
Episode 225
There are 5 factors, or 5 major variables, that influence your ability to retire with confidence. They are all interrelated, but is there one area of…
5 years ago
Making Sense of the Most Important Short Squeeze Ever
Episode 224
The WallStreetBets and GameStop (GME) short squeeze will go down in stock market history, but it is as confusing as it was entertaining. We’ll explai…
5 years ago
The Biggest Tax Questions from 2020
Episode 223
Another tax season is upon us and it comes with several big changes. The biggest tax questions from the 2020 pandemic: When can you file? Will you ha…
5 years ago
Should 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 acco…
5 years, 1 month 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 im…
5 years, 1 month 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…
5 years, 1 month 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 sto…
5 years, 1 month 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 m…
5 years, 2 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 righ…
5 years, 2 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 tak…
5 years, 2 months ago