Podcast Episodes
Back to SearchStock 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, 4 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, 4 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, 4 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 a…
5 years, 4 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, 5 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, 5 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, 5 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, 5 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, 6 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, 6 months ago