Podcast Episodes
Back to SearchSetting Your Financial Priorities for 2025
Season 10 Episode 19
What are your financial priorities for 2025? The habit of establishing written financial goals is extremely helpful in building wealth and achieving …
1 year, 2 months ago
3 Financial Areas to Focus On if Retiring in 2025
Season 10 Episode 18
If you are planning to retire in the year ahead, not only do you need to build out a five-factor retirement plan, but you need to pay more attention …
1 year, 2 months ago
Year-End Giving Strategies to Unlock Tax Savings
Season 10 Episode 17
As the year comes to a close, it's the perfect time to consider your giving strategies. Do you optimize both your tax planning and your estate planni…
1 year, 2 months ago
Top Strategies to Lower RMD
Season 10 Episode 235
Are you looking to reduce your Required Minimum Distributions (RMD) and keep more of your hard-earned money? Once you turn age 73, soon to be 75, you…
1 year, 3 months ago
How Much Money Do You Need to Retire?
Season 10 Episode 15
Retirement is often the most significant financial goal for many, and it usually requires the longest time to reach. One crucial factor in retiring w…
1 year, 3 months ago
Tax Planning Strategies Before Year-End
Season 10 Episode 14
Tax planning is the proactive, creative work done before the end of the year and, in some instances before you file your taxes to improve your tax re…
1 year, 3 months ago
5 Steps to Gain Control of Your Finances
Season 10 Episode 13
There are 6 areas to everyone's financial life, and the best way to make progress in your finances is to make wise strategies that bring synergy to t…
1 year, 3 months ago
Future-Proofing Your Finances: Planning for What's Next in the Economy
Season 10 Episode 12
Starting next year, there will be a new administration in the White House, which leaves a lot up in the air when it comes to the economy and fiscal p…
1 year, 4 months ago
5 Times Not to Do a Roth Conversion
Season 10 Episode 11
Doing a Roth conversion can be an incredibly powerful financial strategy, allowing you to pay tax on some retirement funds now to have them grow tax-…
1 year, 4 months ago
Big Changes Coming to Medicare in 2025
Season 10 Episode 10
There are big changes coming to Medicare in 2025 thanks to the Inflation Reduction Act. We are joined by Medicare and Health Insurance Expert Ben Bul…
1 year, 4 months ago