Podcast Episodes
Back to SearchMost 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 …7 years 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 …
7 years, 1 month 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 lif…7 years, 1 month 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. …
7 years, 1 month 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…
7 years, 1 month 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…
7 years, 2 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, 2 months 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, 2 months 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, 2 months 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, 3 months ago