Podcast Episodes
Back to SearchFinancial 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, 10 months ago
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, 10 months ago
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, 10 months ago
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, 10 months ago
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, 11 months ago
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, 11 months ago
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, 11 months ago
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, 11 months ago
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…8 years ago
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…
8 years ago