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 esta…
2 months 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 esta…
2 months 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 in…
2 months 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 in…
2 months 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 in…
2 months 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…
2 months 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 Retirem…
2 months 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 d…
2 months, 1 week 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 …
2 months, 1 week 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. …
2 months, 1 week ago