Podcast Episodes
Back to SearchHow 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, 11 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, 11 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…
5 years ago
The 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…
5 years 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…
5 years 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…
5 years 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 …
5 years, 1 month 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…
5 years, 1 month 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 …
5 years, 1 month 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…
5 years, 1 month ago