Podcast Episodes
Back to SearchThe Four Laws of Rental Real Estate
Episode 132
Season 4 Episode 38
Owning rental properties can be a valuable, lucrative, and diversifying investment. But, is it for everyone? We'll share with you our experience and advice on when you should cons…
Published on 6 years, 7 months ago
Most Valuable Planning Concept - Estate Planning
Episode 131
Season 4 Episode 37
We are wrapping up our series where we share the most valuable planning concept in each of the six areas of your financial life. In this episode we address the sixth and final are…Published on 6 years, 7 months ago
Most Valuable Planning Concept - College Planning
Episode 130
Season 4 Episode 36
We are nearing the end of our series where we share the most valuable planning concept in each of the six areas of your financial life. In this episode we address the second half …
Published on 6 years, 7 months ago
Most Valuable Planning Concept - Retirement Planning
Episode 129
Season 4 Episode 35
This is fifth week of a series where we share the most valuable planning concept in each of the six areas of your financial life. In this episode we address the fifth area of fina…
Published on 6 years, 7 months ago
Most Valuable Planning Concept - Investment Planning
Episode 128
Season 4 Episode 34
This is week 4 of a series where we share the most valuable planning concept in each of the six areas of your financial life. In this episode we address the forth area of financia…Published on 6 years, 8 months ago
Most Valuable Planning Concept - Tax Planning
Episode 127
Season 4 Episode 33
This is week 3 of a series where we share the most valuable planning concept in each of the six areas of your financial life. In this episode we address the third area of financia…
Published on 6 years, 8 months ago
Most Valuable Planning Concept - Protection Planning
Episode 126
Season 4 Episode 32
We are in week 2 of a new series where we share the most valuable planning concept in each of the six areas of your financial life. In this episode we address the second area of f…Published on 6 years, 8 months ago
Most Valuable Planning Concept - Present Financial Position
Episode 125
Season 4 Episode 31
We are launching a new series where we share the most valuable planning concept in each of the six areas of your financial life. In this episode we start with the first area of fi…
Published on 6 years, 8 months ago
The 20-Year Term Life Insurance Mistake
Episode 124
Season 4 Episode 30
There are lots of different types of life insurance, which is why it’s so important that you work with a Certified Financial Planner to help you know which is best for your situat…
Published on 6 years, 8 months ago
Converting Your RMD into a Tax Penalty
Episode 123
Season 4 Episode 29
Taking your Required Minimum Distribution (RMD) from your pre-tax retirement account sounds easy enough, but there are a few unique rules that could wind up costing you lots of mo…
Published on 6 years, 9 months ago