Podcast Episodes

059 - What Do I Do After a Parent Passes Away?

Cash Flow Estate Settlement Insurance Taxes Investments & Assets Other Issues

 

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5 years, 10 months ago

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058 - Everything You Need to Know About 529 Plans

Who's who on a 529? Who is the best grantor? Which 529 should I choose? Incentive to invest in the in-state plan? Incentive to invest anywhere? No …

5 years, 10 months ago

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057 - What Questions Should I Ask When Hiring a Financial Planner?

What kind of advisor do you want? How are they compensated? What services to they provide? What types of clients to they work with? Are they a fiduc…

5 years, 10 months ago

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056 - What Is The Value of Working With a Real Financial Planner?

Professional Expertise Convenience Coaching Values Alignment

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James

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5 years, 10 months ago

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055 - Midyear Check Up: What To Look For In Your Insurance Policies

Health Insurance Life Insurance Disability Insurance Long-Term Care

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James

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5 years, 11 months ago

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054 - LLC vs Sole Proprietorship: Which is Right For Your New Business?

Forming your company Capital Funding Tax Issues Personal Liability

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James

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5 years, 11 months ago

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053 - Should You Invest In Bonds with Interest Rates so Low?

Not all bonds are created equal Bond act as a ballast in your portfolio They provide fund to rebalance when the stock market is on sale

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5 years, 11 months ago

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052 - What Are the Most Important Accounts to Save to First?

Foundational Savings Healthcare Savings Retirement Savings Employer Benefits & Business Owner Savings College Savings and other accounts for kids In…

5 years, 11 months ago

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051 - What Issues Should I Consider When Buying a Home?

Cashflow Mortgage Downpayment & Closing  Tax Planning Estate Planning Other

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James

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Scott

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6 years ago

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050 - How Coronavirus Will Impact Future Social Security Benefits

Impact of Covid on Social Security - Wharton Article

How will you fix Social Security?

Social Security Reformer

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James

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6 years ago

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