Podcast Episodes
Back to SearchHow George Kinder Revolutionized the Financial Advice Business
Episode 52
The founder of the Kinder Institute of Life Planning, George Kinder, joins us on the show today to talk about his passion – helping you find your lif…
6 years, 9 months ago
Yield Inversions, Recession Worries, RMD Timing, and More!
Episode 51
The economy has some of you worried right now, and for good reason.
The interest rate environment is different from years' past, the Dow Jones lost …
6 years, 10 months ago
Everything You Ought to Know About Donor-Advised Funds
Episode 50
Due to recent tax reform, only 10% of Americans itemized their deductions in 2018 compared to 30% in 2017.
This has significantly impacted the tax be…
6 years, 10 months ago
How to Declutter and Prepare to Downsize Your Home in Retirement with Jen Robin
Episode 49
If retirement is around the corner, it's likely you've considered downsizing your home.
Whether it's for a move to a smaller space or to finally clea…
6 years, 11 months ago
Five Wishes: America's Most Popular Living Will with Paul Malley
Episode 48
Advanced care planning is not a fun topic to bring up at the dinner table, but what happens if you get seriously ill or injured and can't speak for y…
6 years, 11 months ago
How to Invest for a 30+ Year Retirement with Ashby Daniels
Episode 47
Retirement planning expert, Ashby Daniels, CFP® joins us on the show today to talk about how to properly plan and invest for a 30+ year retirement.
I…
7 years ago
Home & Auto Insurance: How to Maximize Your Policies and Save Money
Episode 46
Homeowners insurance is more than just another bill the mortgage company makes us pay every year.
It's the price we pay for peace of mind if our prop…
7 years ago
Should You Get in on the Next Big IPO?
Episode 45
Uber and Lyft are two big companies that made a huge splash with their IPOs recently, but it remains to be seen whether either will become profitable…
7 years, 1 month ago
Why You May Need Disability Insurance — Even if You Are Approaching Retirement
Episode 44
It's easy to believe you'll always be in great health, but the truth is, none of us knows what the future brings.
You may be in great shape today but…
7 years, 1 month ago
Want to Retire? Avoid These Three Tragic Investing Mistakes
Episode 43
When it comes to investing, historical returns show us that, for the most part, a buy-and-hold strategy will always outperform an active one. This me…
7 years, 2 months ago