Podcast Episodes
Back to SearchMost 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. …
6 years, 11 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 Plan…
6 years, 11 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 uniq…
6 years, 11 months ago
The Financial Do's and Don'ts Before Having a Baby
Episode 122
Season 4 Episode 28
Having a baby is one of the most exciting experiences you’ll have in your life. However, along with that joy comes dirty diapers,…
7 years ago
Seven Promises For This Year's Taxes
Episode 121
Season 4 Episode 27
Your tax return is both complicated and emotional, and the changes in the tax law this year will strain both. Join Mike and Kevin…
7 years ago
The Retirement Spending Gap
Episode 120
Season 4 Episode 26
More research was just released showing the gap is widening between what retirees actually spend and how much they can afford to.…
7 years ago
Retirement Withdrawal Strategies
Episode 119
Season 4 Episode 25
Most savers spend their working careers focused on saving money, but when it’s time to retire, it’s difficult to transition to wi…
7 years ago
The Dangers of Preparing Your Own Tax Return
Episode 118
Season 4 Episode 24
A year ago, tax reform was unveiled with the promise of making our complicated tax system so much easier that you could file your…
7 years, 1 month ago
Should You Retire at the Same Time as Your Spouse?
Episode 117
Season 4 Episode 23
A recent study found that fewer and fewer couples are retiring at the same time. Does this create advantages or disadvantages whe…
7 years, 1 month ago
When Are You Allowed to Contribute to a Health Savings Account?
Episode 116
Season 4 Episode 22
The Health Savings Account (HSA) has become a much more popular financial instrument over the last decade, but confusion remains …7 years, 1 month ago