Podcast Episodes

614-End-of-The-Year Encouragement

Just a few thoughts to encourage you as we shut down for the Christmas break. May you have an opportunity to be encouraged and to encourage another p…

7 years ago

613-A Useful Question to Help You Get Better Advice from Experts

7 years ago

612-Q&A: Pay Off Debt or Invest, 529 Plan Optimization, Financial Planning Fees, Tax Issues, College Planning

2:00 - Should we pay off our mortgage or invest?

9:50 - Should I put more money into one of my child's 529 plans in order to help them on their finan…

7 years ago

611-Q&A on Dollar Cost Averaging, Roth IRAs for children, Bitcoin as an Asset Protection Tool, Getting into the Financial Planning Industry

1:30-Should I dollar cost average into my Roth IRA or wait for a market downturn?

6:00-How can I get money to my child so they can make a Roth IRA co…

7 years, 1 month ago

610-Friday Q&A: State Competition in Asset Protection Planning, Education, Financial Planning While Pregnant, Is Patreon a Good Funding Option, and More!

2:45 - If you move from one state to another, do you have to start all over with your asset protection plan?
15:30 - How frequently does a state chan…

7 years, 1 month ago

609-Asset Protection Planning for Mere Mortals - Part 7 - Life Insurance Exemption Planning

7 years, 1 month ago

608-Asset Protection Planning for Mere Mortals - Part 6 - Retirement Account Exemption Planning

7 years, 1 month ago

607-The Only 3 Legitimate Reasons to Buy an RV (that I can come up with)

7 years, 1 month ago

606-Asset Protection Planning for Mere Mortals - Part 5 - Homestead Exemption Planning

7 years, 1 month ago

605-Asset Protection Planning for Mere Mortals - Part 4 - Understanding the Litigation Process and Vectors of Financial Attack

605-Asset Protection Planning for Mere Mortals - Part 4 - Understanding the Litigation Process and Vectors of Financial Attack

7 years, 1 month ago