Podcast Episodes

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, 3 months ago

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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, 3 months ago

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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, 3 months ago

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What Do Rising Interest Rates Mean To You?

Episode 115

Season 4 Episode 21

One of the current themes in the economy and stock market is rising interest rates. What does that mean to you? From how it chang…

7 years, 3 months ago

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2018 Stock Market Recap & How You Should Invest in 2019

Episode 114

Season 4 Episode 20

2018 was a chaotic ride for investments, bringing two stock market corrections, a significant increase in volatility, and great u…

7 years, 4 months ago

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The Value of Tracking Your Net Worth

Episode 113

Season 4 Episode 19

Do you have the habit of taking a snapshot of your financial situation at least once a year? We’ll tell you how to do that and wh…

7 years, 4 months ago

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How to Set Great Financial Goals

Episode 112

Season 4 Episode 18

Achieving great financial progress starts with setting great financial goals. As 2018 comes to an end and we welcome the start of…

7 years, 4 months ago

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Financial Planning for Year End 2018

Episode 111

Season 4 Episode 17

2018 is coming to an end, make sure you carve out time to deal with all of the time sensitive financial planning items that must …

7 years, 4 months ago

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Giving Strategies in the New Tax Law

Episode 110

Season 4 Episode 16

Tis the season of giving, and that brings with it all sorts of questions about taxes: whether the gift is taxable, how to get the…

7 years, 5 months ago

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Is Going Back to College a Smart Idea?

Episode 109

Season 4 Episode 15

When planning our finances, we spend most of our time focusing on our financial capital and not on our human capital, the skills …

7 years, 5 months ago

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