Podcast Episodes
Back to SearchPPR 237 Secure Act Kills Stretch IRA
Season 8 Episode 237
As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning …
Published on 1 week, 4 days ago
PPR 239_ Understanding Estate Plans Wills & Trusts
Season 8 Episode 239
As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of asset protection and estate plans. Kraig's team uses a financial-planning …
Published on 1 week, 5 days ago
PPR VLOG 241- Uncomfortable Conversations with Mom & Dad
Season 8 Episode 241
Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement inco…
Published on 1 week, 6 days ago
PPR VLOG 242 - How Financial Planners Get Paid
Season 8 Episode 242
Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement inco…
Published on 2 weeks ago
PPR 246 Retirement Impact of Election
Season 8 Episode 246
Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement inco…
Published on 2 weeks, 1 day ago
PPR 252 Quick Take-CREDIT IS BEST SERVED FROZEN THIS HOLIDAY SEASON!
Season 8 Episode 252
No one can prevent identity theft including the credit security agencies that charge big money to monitor your credit. Fortunately, there is a super easy way to protect your identity and best of all…
Published on 2 weeks, 2 days ago
PPR 252: Quick Take - Credit is Best Served Cold
Season 8 Episode 252
Credit monitoring services are good but freezing your credit is the ultimate way to stop identity fraud. Best of all - it's FREE. Optimizing Retirement income and protecting your legacy does not hap…
Published on 2 weeks, 3 days ago
PPR 252 Deal of The Week - George Clooney Took My Lead
Season 8 Episode 252
George Clooney recently revealed that he has something in common with The Income Engineer! Optimizing Retirement income and protecting your legacy does not happen with a product. You must have an in…
Published on 2 weeks, 4 days ago
PPR 252 Financial Planning Charity Case
Season 8 Episode 252
Don't fall for the "your account does not meet our minimum but because your friend referred you, we will make an exception" sales pitch! Optimizing Retirement income and protecting your legacy does …
Published on 2 weeks, 5 days ago
PPR 252 DO THE MATH - FEES MATTER
Season 8 Episode 252
Wall Street would love it if you don't ask this question - what is the actual difference between a 1.5% and .95% fee? It is NOT simply .55 percent. When you look more closely and do the math, you wi…
Published on 2 weeks, 6 days ago