Podcast Episodes

How often should you meet with your advisor

One of the reasons people leave their financial advisor is not due to lack of investment performance, it’s due to lack of relationship. How often sho…

3 years, 5 months ago

Full Show 12/10/22

What happens if your job ends a few years before retirement? How are you supposed to feel about annuities if many advisors can’t agree on them? How …

3 years, 5 months ago

You may have a spending problem

One of the hardest things for some people in retirement is learning to spend their money and enjoy their life without the fear of running out of mone…

3 years, 6 months ago

Full Show 12/3/22

Do you take all the recession talk seriously and change your investment strategy? What is tax loss harvesting? How do you spend with confidence in re…

3 years, 6 months ago

New tax laws for 2023

The IRS has changed the standard deductions, retirement contribution levels, gifting and more for 2023. We go through the highlights and have a new g…

3 years, 6 months ago

Full Show 11/19/22

How are interest rates pointing to a recession next year? The IRS has new laws for 2023 about taxes and retirement contributions. How much do you hav…

3 years, 6 months ago

Is there such a thing as too much income in retirement?

We work hard to create as much retirement income as possible, but with that comes a tax bill. Can you find a balance?

See omnystudio.com/listener for …

3 years, 6 months ago

Full Show 11/12/22

What does it mean to have a defensive strategy? Have we found the bottom? Don’t be fooled by a bear market rally. Why do people use the swings of the…

3 years, 6 months ago

Full Show 10/29/22: How long before we are out of this recession? How much cash on the side is too much? Target Date Funds: Do they work? If Bonds aren’t working, what’s next?

Is there a better way than trying to time the recession and this market? With interest rates going up, is there a better place for your cash? There …

3 years, 7 months ago

Interview with Country Music Star Jason Aldean

With the Country Music Awards coming up, Charisse took a trip to Nashville and was able to sit down with Jason Aldean.

See omnystudio.com/listener for…

3 years, 7 months ago