Podcast Episodes
Back to SearchShould I Retire in 2020?
Episode 185
With so much changing and so much uncertainty, if you were planning to retire in 2020, is it still safe to do so? We’ll help you know whether you sti…
5 years, 9 months ago
Financial Advice During a Crisis | Graduates and Young Professionals
Episode 184
Students graduating from college today find themselves in a very different job market and economic situation than anyone before them. This could caus…
5 years, 9 months ago
What to Do After Maxing Out Your 401(k)
Episode 183
In your quest for a secure retirement, saving as much as possible into tax-sheltered accounts ensures more of your money stays in your hands instead …
5 years, 10 months ago
What to Do With an Old 401(k)
Episode 182
On average, employees in the US change jobs 12 times over the course of their careers—changing employers about every 5 years. In most cases, that cha…
5 years, 10 months ago
Should You Have A Mortgage In Retirement?
Episode 181
Many people have a goal of entering retirement debt-free, which means finding a way of getting the mortgage paid off while also aggressively saving i…
5 years, 10 months ago
How Often Should You Review Your Home and Auto Insurance?
Episode 180
How often should you review your home and auto insurance? Not the cost, but rather the coverage? Most people set it and forget it, but is that the be…
5 years, 10 months ago
How the CARES Act Impacts Small Businesses
Episode 179
How does the CARES Act impact your small business? The economic stimulus package, now known as the CARES ACT, carries with it significant law changes…
5 years, 11 months ago
How the CARES Act Impacts You
Episode 178
The economic stimulus package, now known as the CARES ACT, carries with it significant law changes that will likely impact one or more financial deci…
5 years, 11 months ago
Your Most Common Tax Questions Answered
Episode 177
Despite recent efforts to simplify the US tax code, it seems it is more complicated than ever before. As a result, tax time can be confusing—and frus…
5 years, 11 months ago
How to Build Your Financial Skill Stack
Episode 176
Your Financial Skill Stack includes a wide range of knowledge and specific capabilities that can help you achieve your version of financial success. …
5 years, 11 months ago