Smart Money

Selling Your Life Insurance Death Benefit

Trusts, Wills and Legacy Planning

Dealing with a Bear Market

Interest Rates, Mortgage Rates and The Housing Market

Special Guest Host Eric Dileo

Rising Interest Rates and How They Affect You

Strategies to put more money in your pocket!

Market Volatility & Inflation

Making the Right Financial Decisions

Taxes and The Power of When

What Your Financial Team Should Look Like

Smart Money and a Smart Life!

Custom Reverse Mortgages

An Interview with the Mayor of Laguna Niguel

How to get income without paying taxes

Your Taxes and Your Money - What You Need to Know

Custom Business Planning

Strategies to Help Lower and Shorten Your Mortgage Costs

Maximize Your Social Security

Your Guide To Medicare

Retirement for Women with Special Guest Audrey West

Protecting and Growing Your Retirement Assets

Long-Term Care Options

How To Deal with Market Downturns and Medicare

The Retirement Planning Process with Eric Dileo

Creating a Retirement Plan

Why You Need a Fiduciary and a Second Opinion on Your Finances

The Top Concerns About Your Money, The Stock Market and Your Future

Tax Reduction Strategies Your CPA May Not Know About

A Letter of Last Instruction

Bracing Yourself for a Possible Reccession

Long-Term Care Planning

Should you Rent or Buy? Should I downsize?

End of Year Tax and Investment Planning

Color of Money

Celebrities Legacy Planning Mistakes

Tax-Free Income For Retirement

What You Need to Know the 5 Years Before You Retire

Reform Through Education

Longterm Care and VA Benefits

How To Make Your Retirement Fun!

5 Years Before You Retire

Tax Tips and Social Security

Long Term Care and Birthdays

Retirement Living

Top 5 Decisions to Make In Your 60's

Dealing with Market Volatility

Working with a Financial Professional.

Why Do I Need A Financial Advisor?

Managing Your IRA