Podcast Episodes
Back to SearchLast 5, First 5: The Most Important Years
Episode 55
I've had this concept in my mind lately and wanted to share it with you. It's not groundbreaking or innovative. It's a simple concept that I have lab…
2 years, 7 months ago
3 Investment Principles to Live By
Episode 54
Investing can be hard, but it doesn't have to be... What if I said simple is better, and you don't need a crazy strategy to be a successful investor?…
2 years, 7 months ago
The Power of a One-Page Plan
Episode 53
Does retirement scare you or give you anxiety? Do you feel like there is too much to know? Well, you're not alone. Almost everyone I talk to who is t…
2 years, 7 months ago
Important Numbers to Know in 2024
Episode 52
2024 is right around the corner and there are important changes that you need to know about!
In this episode, we are covering:
IRA contribution limit i…2 years, 8 months ago
Donor Advised Funds - How & When To Use Them
Episode 51
I've had a few questions about charitable giving lately, so in today's episode, I am talking about Donor Advised Funds. We will discuss:
What they are…2 years, 8 months ago
How to Retire in 2024 - 5 Steps To Take Now
Episode 50
Are you hoping to retire in 2024? Curious if you are on the right track or if you have everything done to make retirement a reality? In this episode,…
2 years, 8 months ago
The 4 Parts of a Successful Retirement Plan
Episode 49
I always talk about different retirement strategies and things to think about, but I think it's important to zoom out and look at the big picture. It…
2 years, 8 months ago
Year-End Tax Planning Reminders for 2023
Episode 48
The end of 2023 is upon us... Crazy! But this is the time of year to make sure you have completed any tax planning that needs to be done.
This include…
2 years, 8 months ago
Retirement Investing Mistakes & How To Avoid Them
Episode 47
As a financial advisor, I see a lot of investing mistakes... And to be honest, I've made a lot of these mistakes myself. I've that getting the invest…
2 years, 9 months ago
6 (Common) Roth Conversion Mistakes to Avoid!
Episode 46
Roth conversions are a powerful tax savings tool for many retirees. There are many reasons to do Roth conversions:
Pay less tax now compared to the fu…2 years, 9 months ago