Podcast Episodes
Back to SearchSurvive and Advance
Episode 48
Basketball tournament time is back, and the theme for this time of the year is survive and advance. Let me ask you a question: Is your retirement pla…
2 years, 6 months ago
Retirement and Estate Planning
Episode 47
Many people think that they’ve thought of everything when it comes to their retirement and estate plan. Unfortunately, that is not the case in most c…
2 years, 6 months ago
This Can Be Taxing!
Episode 1
In this conversation, the hosts discuss the taxation of retirement income and the benefits of a tax-efficient strategy. They cover topics such as the…
2 years, 7 months ago
What You May Not Know About IRAs
Episode 45
Millions of people have an IRA, which is a main staple of the retirement plan. However, there are many things about an IRA that many of these people …
2 years, 7 months ago
Tax Season
Episode 46
It is tax season, and millions of Americans are working on completing their 2023 federal tax returns. What moves can you still make to save tax doll…
2 years, 7 months ago
Retirement Can Be Taxing!
Episode 2
The conversation discusses the risks associated with tax rates and legislative changes in retirement. It emphasizes the importance of tax planning an…
2 years, 7 months ago
February Question and Answer Show
Episode 44
It is time for our Question and Answer Show for February. We have a few great questions to answer this month. Find out the answer to these questions …
2 years, 7 months ago
Are You Ready or Able to Retire?
Episode 43
Toward the beginning of each new year, many people think about retirement. So, are you ready or able to retire? Well, there are many factors to consi…
2 years, 7 months ago
The Economy Continues to Struggle
Episode 42
The economy continues to struggle, causing many companies and businesses to cut back and reduce their workforce. What should you do to prepare for a …
2 years, 8 months ago
Today’s Financial World is Changing
Episode 41
Today’s financial world is changing quickly and dramatically. What are the key strategic moves that you may very well need to make to protect and max…
2 years, 8 months ago