Podcast Episodes
Back to SearchS3E43: What To Do When Life Throws You Curve-balls
Episode 85
Life is uncertain, sometimes you feel like you’ve got it all figured out, and other times your finances get hit with one thing after another. Plannin…
7 years, 8 months ago
S3E42: Are All Term Life Insurance Policies Created Equal?
Episode 84
Life insurance is complicated and it’s hard to distinguish one type from another, let alone have confidence that you know which one is right for you.…
7 years, 8 months ago
S3E41: 2018 State of the Housing Market
Episode 83
Is now the time to put your house on the market? We’ve all heard the stories of bidding wars and offers for full list price, so is now the time for y…
7 years, 9 months ago
S3E40: Is Your Retirement Vision Crystal Clear?
Episode 82
Everyone has a unique vision of what retirement looks like, and formulating that vision is where the process of planning for retirement starts. To ac…
7 years, 9 months ago
S3E39: The Electric Shock - Lessons From GE
Episode 81
Shares of General Electric have been in a tailspin over the past 12 months while the company is making drastic changes to reinvent and sustain their …
7 years, 9 months ago
S3E38: Are All Financial Advisors Created Equal?
Episode 80
Are your financial decisions connected to creating the life you truly want? Most financial professionals only seek to help you get the right investme…
7 years, 9 months ago
S3E37: Planning For Healthcare In Retirement
Episode 79
Research shows that the average couple will spend over $260k on healthcare in retirement, making it one of the biggest expenses to plan for. Therefor…
7 years, 10 months ago
S3E36: Could You Pass This Retirement Readiness Quiz?
Episode 78
Retirement is often the largest financial goal a person prepares for, and also one of the most difficult to get right. To help you prepare, Mike, Jos…
7 years, 10 months ago
S3E35: Tax Season Takeaways
Episode 77
Although tax season can be a stressful time for some individuals, it is always rich with insight and planning opportunities. Join Kevin, Josh, and Mi…
7 years, 10 months ago
S3E34: Are You Ready Financially To Have Kids?
Episode 76
Starting a family is a game changer, especially for your finances. How do you know when you’re financially ready? What do you do to get ready, and ho…
7 years, 10 months ago