All episodes
050: Your Guide to an Out-of-State Retirement Relocation
049: Tips to Unlock New Financial Successes in 2024
048: Your Ultimate Guide to 2023 Year-End Tax and Financial Planning
047: What's Going on in the Bay Area Housing Market?
046: Preventing and Recognizing Elder Abuse
045: Want to Retire on a Lump Sum? Here's How
044: Senior Living Options: What's Right for Me?
043: Why is Pre-Need Planning for Funeral and Cemetery Arrangements So Important?
042: Could a Family Legacy Documentary Help Preserve Your History and Family's Future?
041: Planning for Retirement? Avoid These 10 Investment Blunders
040: Is a Home Maintenance Plan Worth It? Will it Save You Money?
039: What Legal Documents Does My 18-Year-Old Need?
038: How Do Investors Drive Positive Social Change Through Sustainable Investing?
037: What are the Seven Critical Times in Life That Require Estate Planning?
036: Do We Really Need Stock Market Predictions
035: How Do I Protect My Money During a Banking Crisis?
034: Rossmoor Financial Forum: The 3 I's – Inflation, Interest Rates, and Investing
033: The Secure Act 2.0 is Here: How Does it Affect My Retirement Plans?
032: The Top Financial Strategies That May Seem Illegal, But Aren't
031: The Promise & Pitfalls of Debt & Credit
030: IPOs – Road to Riches or Path to Poverty?
029: What Tax-Saving and Financial Planning Moves Should I Make Before Year-End?
028: What You Need to Know When Picking Your Medicare Plan
027: The Current State of Property Insurance — Are You Really Covered for a Loss?
026: Powerful One-of-a-Kind Strategies to Help You Amass Your Own Real Estate Empire Now
025: How to Improve Your Investment Returns and Lower Your Tax Bill with Tax-Loss Harvesting
024: The Real Estate Market Has Hit a Turning Point. Changes in the Home Buying and Investing Game
023: Downsizing, Relocating, or Assisted Living? How to Prepare for a Senior Move
022: Reverse Mortgages: When Do They Make Sense & What You Need to Know
021: Recession 101: History, Indicators, Planning, and More
020: Yes, Cash is Still King and Here's Why You Shouldn't Leave it in the Bank
019: Make Sure Your Estate Plan Still Works for You and Your Family
018: Former US Ambassador to Germany Talks Russia Invasion, Your Portfolio, and Market Impact
017: Using a Family Meeting to Explain Your Estate Plan to Your Children
016: How to Have the "Money Talk" with Your Partner
015: Standing Your Ground: Navigating Market Meltdowns Like a Champ
014: How to Keep Money from Ruining Your Marriage
013: One Week Left to Save a Bundle on Your 2021 Taxes
012: A Course in Mortgages with Erin Ekstrum
011: Planned Successes, Unplanned Failures
010: How to Pick the Right Investments for YOU!
09: Alphabet Soup: A Medicare Tell-All to Get You Ready for Enrollment
08: Annuities: Everything You Never Wanted to Know
07: Vacation Daddy: Integrating Your Values with Your Financial Decisions
06 What's Up with Inflation? Watch or Listen in to Deflate Your Anxiety
05: Retirement Plan Options for Small Businesses
04: Biden Tax Proposal
03: Roth IRA: How to Build a Tax-Free Retirement
02: Why Should I Invest in Real Estate?
01: How to Retire on a Lump Sum
00: Launching A Place of Possibility with Richard Del Monte and Angela Wright