Podcast Episodes
Back to SearchWhen to Draw Social Security and Other Social Security Myths
Episode 158
Do you know when to draw Social Security? Should you start collecting at 62 because you can or just do what all your friends did?
Drawing Social Secu…
6 years, 6 months ago
Top Tax Planning Moves to Make Before the New Year
Episode 157
Season 5 Episode 11
Many people miss out on lowering their tax bill, not because of forgetting deductions, but by failing to do some simple things wi…
6 years, 6 months ago
How to Save Taxes Using Donor-Advised Funds
Episode 156
After the recent tax law changes, specifically with itemized deductions, it is critically important that individuals and business owners who donate t…
6 years, 6 months ago
Student Loan Crisis and Free College
Episode 155
The student loan crisis is having a real impact on our economy. Congress has been working to solve the current student debt crisis by discussing stud…
6 years, 6 months ago
Financial Planning When You Are Single
Episode 154
Season 5 Episode 8
When you're single, your financial planning is different than if you were married. Often times saving up for big purchases, like a…
6 years, 6 months ago
Suddenly Single Part 2: Financial Planning After a Divorce
Episode 153
Season 5 Episode 7
Going through a divorce is awful emotionally and also turns your financial life upside down. While you'd never intend to go throug…
6 years, 7 months ago
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-p…
6 years, 7 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…
6 years, 7 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 …
6 years, 7 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 affe…
6 years, 8 months ago