Podcast Episodes
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009 - How to Align Your Money with Life?
Description
Scott and James discuss how to align your money with life:
Focus First on What is Most Essential to You
Kinder's Three Questions
LET'S C…
6 years, 9 months ago
008 - How can I save for college?
Description
Scott and James discuss the types of accounts you can use to save for college as well as the pros and cons of each:
529s - See if your st…
6 years, 9 months ago
007 - Do You Need an Estate Plan?
Description
What is estate planning and why should you care?
When do you want to get estate planning documents?
What documents should you think abou…
6 years, 10 months ago
006 - To Roth or Not to Roth?
Description
Invest in a Roth or traditional IRA
What if your tax rates are the same, now and in the future
What are Required Minimum Distributions an…
6 years, 10 months ago
005 - How Much Do I Need To Retire?
Description
HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
Start with the end in mind
Know your income sources in retirement
Calculate how much you need…
6 years, 10 months ago
004 - What is an HSA?
Episode 4
What is an HSA
HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
What is a Health Savings Account (HSA) Who qualifies to use an HSA What can you use…
6 years, 10 months ago
003 - Should I Use a SEP IRA or a Solo 401(k)?
SEP IRA vs. Solo 401k
HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
What is a SEP IRA
How much can you contribute
Account opening deadline
Wha…
7 years ago
002 - Is it Better to Invest or Pay Off Debt
Episode 2
HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
How to prioritize your debts
Understanding the power of time value of money
Where can you look to start s…
7 years, 1 month ago
