Podcast Episodes
Back to SearchHow 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, 3 months 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, 3 months 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, 4 months ago
How to Create the Right Spending Plan
Episode 165
The start of a new year is a great time to update your budget. That said, we’re going to challenge you to a higher level of a budget by teaching and …
6 years, 4 months ago
Your Primary Aim | How to Set the Right Financial Goals
Episode 164
As we celebrate 2019 and look to the year ahead, what do you want 2020 to look like? That answer for your short term goals needs to fit into your vis…
6 years, 4 months ago
Year-End Financial Planning
Episode 163
We’re approaching the end of another year, and now is a great time to do a quick financial inventory to ensure that you address all of the time-sensi…
6 years, 4 months ago
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 w…
6 years, 5 months 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 taxe…
6 years, 5 months 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…
6 years, 5 months 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 on…
6 years, 5 months ago