Podcast Episodes

Suddenly Single Part 1: Financial Planning After the Death of a Spouse

Episode 152

Season 5 Episode 6

Financial planning when you're a single adult will have a different emphasis than for a married couple. We are launching a new 3-part series about finding yourself suddenly single.…

Published on 6 years, 2 months ago

What to Do If You've Been Burned by a Financial Professional

Episode 151

Season 5 Episode 5

What should you do after a bad experience with a financial professional? It's hard to make a great decision after you've been hurt, but those are often the times when a great decis…

Published on 6 years, 2 months ago

Social Security Explained

Episode 150

Season 5 Episode 4

Social security is an extremely important financial tool, especially in retirement, which is why you want to make sure you do not make a mistake about when and how to start drawing…

Published on 6 years, 3 months ago

Medicare Explained

Episode 149

Season 5 Episode 3
Feeling overwhelmed with all the decisions Medicare open enrollment brings? Not sure which coverages you need or how it could affect your spouse's health insurance? Whether you're …

Published on 6 years, 3 months ago

How to Get the Best Insurance Rates

Episode 148

Season 5 Episode 2

How do you make sure you’re getting the best rate on your home and auto insurance from your insurance company? We are giving you our top 4 tips and a few extras to make sure you ca…

Published on 6 years, 3 months ago

Should You Buy Your Next House Before You Sell Your Current One?

Episode 147

Season 5 Episode 1

With a rising housing market, should you buy your next house before you sell your current home? You might need to in order to get the house you want, but doing so means you’ve got …

Published on 6 years, 3 months ago

The Two Goals of Tax Planning

Episode 146

Season 4 Episode 52

Tax Planning is not only one of the six areas of your financial life, but it’s also a habit that can save you a significant amount of money over your lifetime. CPA Ryan Fair joins…

Published on 6 years, 3 months ago

College Planning 101

Episode 145

Season 4 Episode 51

Another school year is beginning, are you taking all of the right steps in your financial life? Whether you’ve got a child in college now, or will have one in the coming years, Mi…

Published on 6 years, 4 months ago

Basic Financial Skills High Schools and Colleges Are Not Teaching

Episode 144

Season 4 Episode 50

Recently, the Treasury Department recommended it be mandatory for all college students to take a financial-literacy course. That had us thinking about financial skills and princip…

Published on 6 years, 4 months ago

Why Millennials Have Less Money Than Their Parents

Episode 143

Season 4 Episode 49

Some interesting research revealed that the millennial generation has less money saved up than the previous two generations at this stage of their lives (according to Pew Research…

Published on 6 years, 4 months ago