Podcast Episodes
Back to SearchSaving for a Home? Don't Make These Mistakes With Your Down Payment
Episode 42
Buying a home comes with huge financial implications, and many of them come into play well before you make an offer and close on your mortgage. You c…
7 years, 2 months ago
When to Take Social Security + How to Fix a Common Mistake
Episode 41
The most common question about Social Security is "when should I take it?"
It's a simple question but there are a number of factors that need to be …
7 years, 2 months ago
How to Protect Your Digital Assets with Jamie Hopkins
Episode 40
Think you don't have anything of value online? Think again. The reality is, almost everyone who uses the internet in any capacity has digital assets …
7 years, 3 months ago
How to Lower Taxes in Retirement
Episode 39
Are you a working professional? If so, now is the perfect time to make smart moves to lower taxes in retirement.
Nearing retirement or already retire…
7 years, 3 months ago
10 Biggest Mistakes to Avoid When Hiring a Financial Advisor
Episode 38
Did you know anyone can call themselves a financial advisor?
Or a financial planner, a wealth manager, an investment manager… the list goes on and on…
7 years, 4 months ago
Avoid Massive Investment Mistakes by Using an Investment Policy Statement (IPS)
Episode 37
Decades of hard work and savings can be wiped away with one bad investment decision.
Don't believe me? Just ask this guy:
"I took out a $75,000 mortg…
7 years, 4 months ago
3 Super-Easy (and Important!) Year-End Planning Tips
In this episode, I share:
Three super-easy financial planning tips you should tackle before 2018 wraps up. Don't worry, it's not your typical "contr…7 years, 6 months ago
Your Old 401(k): to Rollover, or Not to Rollover
Episode 35
Did you know? The average cost per year for a 401(k) participant is 2.2% of their account balance, according to SmartAsset.
This number is rapidly …
7 years, 7 months ago
Do Not Invest Your Money Until You Listen to This Interview with Dr. Daniel Crosby
Episode 34
Human beings are inherently bad with money. We buy high. Sell low. Spend too much. Save too little.
We are greedy when we should be fearful.
We are f…
7 years, 7 months ago
529 Accounts: Three Things That Are More Important
Episode 33
"Better start planning for college!" – Every financial planner when you tell them you're having a baby
Speaking of having a baby, my second son was b…
7 years, 8 months ago