Podcast Episodes
Back to SearchS2E38: Everything You Wanted To Know About Medicaid Planning
The Medicaid system can provide very meaningful financial benefits to those in need, however, the rules are complicated and can change frequently. In…
8 years, 11 months ago
S2E37: Do You Need A Trust?
One of life’s biggest financial questions is whether or not you should have a Trust. This can be an expensive decision, but when used in the right ci…
9 years ago
S2E36: Tax Season Takeaways
Did your tax return come out as planned, or were you hoping for a better result? Tax Planning is all about getting proactive with your tax situation …
9 years ago
S2E35: 1st Quarter Stock Market Update
Inevitably, many of your financial goals rely upon the risk and reward of various investment vehicles in order to be achieved. With the first quarter…
9 years ago
S2E34: FP Series: #6 Estate Planning
The capstone to all great financial plans is a great estate plan. What happens to your assets if something happens to you? Will your wishes and inten…
9 years ago
S2E33: FP Series: #5b CollegePlanning
Planning for college can be a confusing and complicated process. It’s similar to Retirement planning in that it takes a lot of sacrifice and a long t…
9 years ago
S2E32: FP Series: #5a Retirement Planning
Retirement is the average person’s biggest financial goal, yet often is the most confusing one to accomplish. It takes decades of preparation to get …
9 years ago
S2E31: FP Series: #4 InvestmentPlanning
By far the most popular area of financial planning, and the one that gets the most attention, is Investment Planning. Despite the attention it receiv…
9 years, 1 month ago
S2E30: FP Series: #3 TaxPlanning
Every financial decision you make influences your taxes. That is one of the reasons Tax Planning is such an integral component of a strong financial …
9 years, 1 month ago
S2E29: FP Series: #2 Protection Planning
There are six areas to your financial life and the second area, Protection Planning, is where you assess the financial risks on your shoulders and pr…
9 years, 1 month ago