Podcast Episodes

Handling Inherited Wealth with Chase Collins

Episode 226

According to research done by the authors of the book *The Millionaire Next Door,* 70% of American millionaires are first generation. This means that in most instances wealth is not being effectively…

Published on 5 months ago

Creating Your Income Snowball with Tanisha Souza

Episode 225

There are only so many hours in a day, and sometimes, even with a second job, it can be hard to make enough money to achieve financial freedom for yourself and your family.  One way to get past this …

Published on 5 months, 3 weeks ago

Breaking Free from the Financial Treadmill with Bill Westrom

Episode 224

No matter how hard they try, a majority of Americans are living paycheck to paycheck, and even more don't feel secure with money. With no money left over after the bills are paid, it makes it nearly …

Published on 6 months ago

Getting Your Kids Saving Early with Timothy Smith

Episode 223

The sooner kids learn about financial literacy the better. They have a greater chance of maintaining financial freedom and independence in their adult lives. But this goes beyond budgeting, spending,…

Published on 6 months, 2 weeks ago

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 7 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 7 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 8 months 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 8 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 9 months 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 9 months, 3 weeks ago