Podcast Episodes
Back to SearchShould 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, 6 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, 6 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, 7 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 fore…
5 years, 7 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 joint…
5 years, 7 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 inv…
5 years, 7 months ago
Student Loan Forgiveness and Forbearance Explained
Episode 202
What is the difference between Student Loan Forgiveness and Student Loan Forbearance? Do either of these actually help address the student debt crisi…
5 years, 7 months ago
60/40 Portfolio Is No Longer Enough for Investors
Episode 201
With interest rates at record lows, it’s never been more difficult for retirees to generate income from their portfolio than it is right now. Is the …
5 years, 8 months ago
The First Thing You Need to Know About Money
Episode 200
The Rule of 72 is a quick, understandable formula to help investors understand the power of compounding interest. It helps tell approximately how lon…
5 years, 8 months ago
Wise Money Movement - Why Comprehensive Financial Planning?
Episode 199
Comprehensive Financial Planning is more than just investments. It is applying wisdom to your financial decisions with all 6 areas of your financial …
5 years, 8 months ago