Podcast Episodes
Back to Search5 Responses to the Stock Market Uncertainty
Episode 175
Investors have reacted sharply to the combination of the coronavirus and OPEC’s failure to reach an agreement on oil prices and production. The resul…
5 years, 11 months ago
Tax Tips for Your 2019 Tax Return
Episode 174
Unlike 2018, 2019 didn’t deliver any major changes to the tax law. However, in this final stretch of tax season, there are still things you need to k…
6 years ago
A Trick to Withdrawing Your 401(k) Early
Episode 173
The 401(k) is one of the most powerful wealth-building tools available, especially when planning for financial freedom in retirement. It’s no wonder…
6 years ago
How to Adjust Your Financial Plan
Episode 172
Life happens. That’s why the greatest value of financial planning is not the plan itself, but the adjustments that are made along the path to, and th…
6 years ago
Top Five Tax Tips for Your Side Job
Episode 171
If you've ever had a side hustle or ever thought about starting one, do you know how it will affect your taxes? It is becoming more and more common t…
6 years ago
What You Need to Know Before You Prepare Your Taxes
Episode 170
The 2019 tax season is officially underway! To make sure you are getting the most from your return, we are covering the most important items you need…
6 years, 1 month ago
How Car Insurance Works Crossing State Lines
Episode 169
Have you ever wondered what would happen if you were in a car accident in a different state? Does your car insurance still cover you if you drive acr…
6 years, 1 month ago
How the SECURE Act Impacts Your Financial Plan
Episode 168
Big changes were signed into law in December through the SECURE ACT (Setting Every Community Up for Retirement Enhancement) and it will impact your f…
6 years, 1 month ago
2019 Investment Review and What to Expect in 2020
Episode 167
Many investors were surprised by the incredible stock market performance in 2019. Should you be skeptical about where the markets are heading in 2020…
6 years, 1 month ago
Defining Financial Success and How to Achieve It
Episode 166
How do you define financial success, and how do you know if you’re on track towards achieving it? We’re all striving for financial success, however, …
6 years, 2 months ago