Podcast Episodes
Back to Search5 Financial Professionals You Need in Your Life
Episode 212
The average person needs to be collaborating with 5 different financial professionals in their life in order to be on the right track. There’s a fundamental flaw in this model though. Who are these f…
Published on 5 years ago
Roth IRA for Teens
Episode 211
We often talk about the benefits of starting early for retirement, but how young is too young? The Roth IRA can be a very advantageous financial instrument for those that start investing for the futu…
Published on 5 years, 1 month ago
The Financial Confidence Account
Episode 210
Do you have confidence in your financial life? If not, we’ll help you build that confidence today through a Financial Confidence Account, also known as an Emergency Fund. Having money in this account…
Published on 5 years, 1 month ago
The 2020 Election and the Stock Market
Episode 209
With the most contentious election day in modern history behind us, the American people are still left wondering who will be in the White House next year. Unsure of who it will be, we’re discussing h…
Published on 5 years, 1 month ago
Should You Practice Socially Responsible Investing?
Episode 208
No surprise considering all that’s happening in the world, but Socially Responsible Investing has become a big trend on Wall Street and with investors the past couple of years. However, the term can …
Published on 5 years, 1 month ago
How to Pay Less Tax in 2020
Episode 207
Are you up to speed on all of the unique tax law changes that apply in 2020? Tax planning should be a focus of your comprehensive financial plan, and this year there are more tax planning ideas than …
Published on 5 years, 1 month ago
The Different Parts of Medicare
Episode 206
Medicare is the most important health insurance decision you’ll make in your life, yet it's terribly confusing. Joined by Medicare experts, Ted Foster and Craig A. Wiker, we’ll break this complex pla…
Published on 5 years, 2 months ago
Is Our National Debt a Problem?
Episode 205
The ballooning federal debt has now pushed America's debt level over our nation's annual GDP, with it projected to stay above that level for the foreseeable future. Should investors be worried about …
Published on 5 years, 2 months ago
Should Married Couples File Taxes Separately or Jointly?
Episode 204
Most people can agree they hate losing money. So when it comes to filing taxes, married couples often wonder whether they are better off filing jointly or married filing separately. Joined by CPA Rya…
Published on 5 years, 2 months ago
Stock Splits Explained
Episode 203
Both Apple and Telsa split their stock this summer and made major waves in the investment world. Why would a company do a stock split and how did investors fare in each case? We’re talking about the …
Published on 5 years, 2 months ago