Podcast Episodes

Lowering Your Tax Bill with Frank Buchholz

Episode 222

Tax time can be very stressful for folks, especially if they owe money. For those struggling with debt and trying to pay the bills, it is even worse. But it may not always have to be.

Tax planning th…

Published on 5 months ago

How Federal Workers Can Transition to the Private Sector with Bonnie Negron

Episode 221

President Trump's efforts to downsize the federal government through the Department of Government Efficiency has a lot of federal workers nervous. Many of them have built a career with the government…

Published on 5 months, 2 weeks ago

The Psychology of Overspending with Scott Yamamura

Episode 220

One of the first steps on the path to financial freedom is getting your spending under control and creating a budget that has you living within your means. But determining **why** you overspend is an…

Published on 5 months, 4 weeks ago

Whole Life Insurance as a Fixed-Income Strategy with Tom Wall

Episode 219

The ultimate goal of retirement savings is to have a source of income once you leave the workforce for good. One of the scariest things about retirement is that leap of faith that you will still have…

Published on 6 months, 2 weeks ago

Are Annuities for You with Michael Karwic

Episode 218

One of many financial tools in the retirement savings toolkit is the annuity. Most people have heard about them, and that they provide a stream of income, but beyond that, not much is known.

That's w…

Published on 6 months, 4 weeks ago

Building Your Financial Pinwheel with Joe Okaly

Episode 217

Young people starting out, and especially young families, need to have a good handle on their finances in order to reach and maintain financial freedom. They need to spend below their means and and s…

Published on 7 months, 2 weeks ago

Making Your Wealth Have a Purpose with Derrick Kinney

Episode 216

Long term investing and saving is key to building wealth and financial independence. However, that wealth should also have meaning to you. Aligning your financial goals with a cause that resonates wi…

Published on 8 months ago

Purchasing a Business with Karl Maier

Episode 215

Lots of people dream of owning their own business. They have that entrepreneurial itch that needs to be scratched. But most start-up businesses fail because they are hard to get started and grow.

But…

Published on 8 months, 2 weeks ago

Promoting Financial Literacy with Aaliyah Kissick

Episode 214

Financial literacy is an important part of anyone's education and should start before the student graduates from high school. In Episode 151, I talked with Jake Cousineau on how he teaches it to high…

Published on 8 months, 4 weeks ago

Demystifying Money with Misty Lynch

Episode 213

Achieving financial freedom and meeting long term savings goals like retirement can seem beyond reach. This is often because the concepts of personal finance and investing can seem mystifying, or tha…

Published on 9 months, 3 weeks ago