Podcast Episodes
Back to SearchHow 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…
6 years, 1 month 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…
6 years, 1 month 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. …
6 years, 1 month ago
5 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…
6 years, 2 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, 2 months 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, 2 months 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, 2 months 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, 3 months 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, 3 months 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, 3 months ago