Podcast Episodes
Back to SearchWhat Are I-Bonds + Are They a Good Investment
Episode 119
Today I'm talking about I-Bonds, a type of savings bond that some call "the best kept secret in America."
Specifically, I'm sharing:
What they are…4 years, 11 months ago
Tax Planning, Legacy Planning, and Listener Q&A!
Episode 118
Today I'm responding to some constructive criticism I received from a listener.
I'm also sharing my conversation with Steve Chen, host of The NewReti…
4 years, 11 months ago
LTC Part 2: Everything You Ought to Know About Maximizing Long Term Care Insurance Coverage
Episode 117
Want to learn how to lower your tax bill + improve retirement success?
Click Here to Get Your FREE Retirement & Tax Assessment
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4 years, 11 months ago
LTC Part 1: A Step-by-Step Process to Determine if You Can Self-Fund for Long Term Care
Episode 116
Today I'm kicking off a two-part series on Long Term Care (LTC).
In part one, I'm sharing:
LTC statistics that don't often make headlines Why everyo…4 years, 11 months ago
6 Ways to Access Retirement Funds Early
Episode 115
Today, guest host Jeremy Schneider talks about retirement accounts.
Specifically, he shares why having all of your money locked up in them is a probl…
5 years ago
Why I Don't Invest in Gold or Oil
Episode 114
Today, guest host Jeremy Schneider explains why he removed oil and gold from his portfolio.
In fact, he broke one of his cardinal rules of investing …
5 years ago
5 Reasons Index Funds May Be Bad for America
Episode 113
Today, guest host Jeremy Schneider breaks down the 5 most common arguments AGAINST index funds.
Specifically, he shares how individual investors are …
5 years ago
How to Use the COVID Crash to Make Better Investing Decisions
Episode 112
Today, guest host Jeremy Schneider takes a deep dive into the COVID-19 stock market crash of 2020.
Specifically, he's talking about:
What the tradin…5 years ago
When Timing the Stock Market Can Actually Work
Episode 111
Today, guest host Jeremy Schneider covers three BIG topics:
When market timing works How to invest a windfall of money What to do if you're afraid t…5 years ago
Two Simple Tax Planning Tips + A Fun (Personal) Update
Episode 110
Learn how to:
Lower your tax bill Optimize investments Improve retirement successClick Here to Get Your FREE Retirement Assessment
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5 years, 1 month ago