Podcast Episodes

Financial Planning for Millennials by Millennials

Episode 105

Season 4 Episode 11

It’s been said that the decade from age 20 to age 30 is the most important decade of your life. For those of you in that season r…

7 years, 4 months ago

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Why This Year's Tax Planning is More Important Than Ever

Episode 104

Season 4 Episode 10

You need to be proactive with your taxes every year, exploring what changes are going to impact you and what tax opportunities yo…

7 years, 4 months ago

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Is it Wise to Payoff Your Mortgage Early or Invest More?

Episode 103

Season 4 Episode 9

Paying off your mortgage and being debt free is a great milestone to strive for in your financial life, but should you seek that a…

7 years, 4 months ago

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Is Long Term Care Insurance Worth The Cost?

Episode 102

Season 4 Episode 8   The cost of receiving long term care services is rising higher and higher, which is making it critical that you explore how you’…

7 years, 4 months ago

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Be Ready For This Year's Medicare Open Enrollment

Episode 101

Season 4 Episode 7

Open Enrollment for Medicare is upon us again. Whether you’re about to turn 65, already on Medicare, or just helping ensure your p…

7 years, 4 months ago

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How to Avoid the Biggest Home & Auto Insurance Mistake

Episode 100

Season 4 Episode 6
Mike Bernard and Josh Gregory welcome special guest, home and auto insurance advisor, Leann Davis, to this episode to discuss how …

7 years, 5 months ago

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How Your Thinking Impacts Your Money

Episode 99

Season 4 Episode 5

What does your thinking have to do with your ability to accumulate wealth?  Turns out, a lot more than you may believe.  In this e…

7 years, 5 months ago

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Answering One of Financial Planning's Biggest Questions

Episode 98

Season 4 Episode 4

Do you have the right life insurance in place? Do you have the right amount? Answering those questions are a critical component of…

7 years, 5 months ago

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Should You Invest Using Mutual Funds or Exchange Traded Funds?

Episode 97

Season 4 Episode 3

Which is a better tool for investing: using mutual funds or exchange traded funds? Both have pros and cons, but on this episode of…

7 years, 5 months ago

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The Eight Best Indicators of the Long-Term Stock Market

Episode 96

Season 4 Episode 2 Every investor is looking for an edge on how to position their investments for what might lie ahead. With the stock market still i…

7 years, 6 months ago

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