Podcast Episodes
Back to SearchFinancial 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 a…
5 years, 2 months 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 g…
5 years, 3 months 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 finance…
5 years, 3 months ago
5 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 fund…
5 years, 3 months 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 inst…
5 years, 3 months 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 …
5 years, 3 months 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 …
5 years, 4 months 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 investor…
5 years, 4 months 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…
5 years, 4 months 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 Foste…
5 years, 4 months ago