Podcast Episodes
Back to SearchHow Fixed Index Annuities Work, are they right for you? Season 2 Eps 10
Season 2 Episode 10
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In this episode I talk about fixed index annuities and how I use them in my practice. Hopefully it gives you a little insight about them a…
2 years, 7 months ago
Why Saving For Your Goals is Important! Season 2 Eps 9
Season 2 Episode 9
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Today we chart out the process of saving for your goals, and what does this process look like.
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2 years, 7 months ago
How to Building Successful and Passive Income: Season 2 Eps 8
Season 2 Episode 8
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In today’s fast-paced world, creating a passive income strategy has become a desirable goal for many individuals. The idea of generating a…
2 years, 7 months ago
How to Tax Plan, and Recent Market News: Season 2 EPS 7
Season 2 Episode 7
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In this episode I talk some recent market news and about the importance of tax planning. How to prepare and some ways to make sure your do…
2 years, 8 months ago
How to Asset Allocate and Diversify and what it means, and how to follow it: Season 2 Eps 6
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In this episode asset allocation is the topic on why it's not good to put all your eggs into one basket. This hold true as a business owne…
2 years, 8 months ago
How to Manage Credit Card Debt - Season 2 EPS 5
Season 2 Episode 5
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Credit cards have become a common part of our daily lives. While they offer convenience, they can also lead to significant debt. Credit ca…
2 years, 11 months ago
How to Invest like Warren Buffett, and Taxes: and Market News,
Season 2 Episode 4
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In this podcast, we'll cover the latest in the stock market news, and how to invest like Warren Buffett, we'll also discuss the role taxes…
2 years, 11 months ago
Market Volatility Again, Retirement, Investment, and Market News
Season 2 Episode 3
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This week I talk about more market volatility, 401K Plans, Warren Buffet news, Debt Management, and more..
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3 years ago
Why Rollover your 401K or IRA? What to do? and what to look for?
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What to do with your 401K or IRA and the decision to roll it over to a financial professional and some things to consider. These questions…
3 years ago
Goodbye Stock Market 2022! What's new in 2023 and where to invest from here?
Season 2 Episode 1
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We say kiss goodbye to 2022 and one of the worst markets since 2008. What will 2023 bring? Where do you place your money in 2023? Here is …
3 years, 1 month ago