Podcast Episodes

Transferring Your IRA to an HSA

Episode 162

The HSA is an extremely versatile financial instrument, so to make the most of it, should you transfer your IRA into your HSA? Interesting question with an interesting answer. We’ll let you know why …

Published on 6 years ago

What to Do When Receiving an Inheritance

Episode 161

What do you need to do when you receive an inheritance? Large or small, there are several questions that need to be answered. Do you need to pay taxes on the inheritance? Do you need an attorney and …

Published on 6 years ago

5 Things to Do if You Started Late Saving for Retirement

Episode 160

Did you get a late start saving for retirement? Although we all intend to start saving early, life gets in the way and many people are trying to play catch up on their retirement savings. If you’re g…

Published on 6 years ago

5 Ways Grandparents Can Help Pay for College

Episode 159

As a grandparent, you want the best for your kids and grandkids. We are giving you the 5 ways you can help pay for college so you can help both at one time! That and viewer questions on this episode!…

Published on 6 years ago

When to Draw Social Security and Other Social Security Myths

Episode 158

Do you know when to draw Social Security? Should you start collecting at 62 because you can or just do what all your friends did?

Drawing Social Security benefits is one of the biggest financial deci…

Published on 6 years, 1 month ago

Top Tax Planning Moves to Make Before the New Year

Episode 157

Season 5 Episode 11

Many people miss out on lowering their tax bill, not because of forgetting deductions, but by failing to do some simple things with their money that will improve their tax picture…

Published on 6 years, 1 month ago

How to Save Taxes Using Donor-Advised Funds

Episode 156

After the recent tax law changes, specifically with itemized deductions, it is critically important that individuals and business owners who donate to non-profit organizations do Giving Planning as p…

Published on 6 years, 1 month ago

Student Loan Crisis and Free College

Episode 155

The student loan crisis is having a real impact on our economy. Congress has been working to solve the current student debt crisis by discussing student loan forgiveness plans and potentially even ma…

Published on 6 years, 1 month ago

Financial Planning When You Are Single

Episode 154

Season 5 Episode 8

When you're single, your financial planning is different than if you were married. Often times saving up for big purchases, like a house or retirement, can be more difficult. What …

Published on 6 years, 2 months ago

Suddenly Single Part 2: Financial Planning After a Divorce

Episode 153

Season 5 Episode 7

Going through a divorce is awful emotionally and also turns your financial life upside down. While you'd never intend to go through this financially, how do you make sure to avoid …

Published on 6 years, 2 months ago