Podcast Episodes
Back to SearchWhat's The Best Investment Strategy
Episode 188
What’s the best overall investment strategy? How did you decide what to invest in within your 401(k), and how should you invest your IRA’s, Roth’s, 5…
5 years, 11 months ago
How to Avoid Paying Capital Gains Tax
Episode 187
Is it possible to pay tax on capital gains if you never sold any investments? The answer is yes due to the different types of capital gains there are…
5 years, 11 months ago
Where to Get Money From in a Crisis
Episode 186
The world changed on a dime this February, leaving many people in a cashflow crunch without knowing where to turn. Where is the best place to get mon…
5 years, 11 months ago
Should 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, 11 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…
6 years 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 …
6 years 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…
6 years 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…
6 years 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…
6 years 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…
6 years, 1 month ago