All Episodes

Episode 51 - The Long and Short of Institutional Investing

Episode 50 - Stretching the Limits of Gifting

Episode 49 - The Real Estate Conundrum

Episode 48 - Connecting Capital to Causes

Episode 47 - In Time for the Giving Season

Episode 46 - Act Now! Avoid the Tax Season “Should Haves”

Episode 45 - Power Of Attorney – The Who, What And Why

Episode 44 - The Client-Advisor Connection

Episode 43 - Hazards of DIY Investing

Episode 42 - Family Peace is Priceless

Episode 41 - The Often Overlooked Benefits of HSA Accounts

Episode 40 - Just Get Started

Episode 39 - The Benefits, Differences and Quirks of FSA and HSA Employee Benefit Accounts

Episode 38 - Power of Compounding Interest

Episode 37 - Benefits of Fixed Pricing on Tax Preparation

Episode 36 - Gifting Assets

Episode 35 - Not Letting Taxes Dictate Investment Decisions

Episode 34 – Benefits of Family Wealth Planning

Episode 33 - Drawing from Portfolios in Retirement

Episode 32 - How Living Trusts Protect Assets In Your Absence

Episode 31 - The Importance of Investing with Proper Perspective

Episode 30 - Energy Investments

Episode 29 - Why Continuity is Key for Business Owners

Episode 28 - Improve Your "Digital Hygiene" and Keep Your Information Safe

Episode 27 - Tax Tips For Individuals Considering Moving From Employee to Self-Employed

Episode 26 – 529 Plan Pitfalls

Episode 25 – 529 Plan Overview

Episode 24 – How Does Social Security Fit into Financial Planning?

Episode 23 – Government Employee Retirement Planning Tips

Episode 22 – Itemized vs Standard Deductions

Episode 21 – Using a True Fiduciary as an Advisor

Episode 20 – Healthcare POA & Living Wills

Episode 19 – Precious Metals

Episode 18 – Estate Planning Guardianship

Episode 17 – Loss Aversion

Episode 16 – What to Consider Before Retiring

Episode 15 - Why Have Bonds in Portfolios?

Episode 14 – Household Financial Planning Survey Results

Episode 13 – Importance of a Financial Plan

Episode 12 – Starting Your Financial Planning Journey

Episode 11 – Gifting Strategies

Episode 10 – Recency Bias

Episode 9 – Avoiding the Probate Court System

Episode 8 – Why You Need a Global Portfolio

Episode 7 – Remember to Fund Your Trust

Episode 6 – Currency Fluctuations

Episode 5 – Selecting a Trustee

Episode 4 - Tax Law Updates

Episode 3 - Global Investment Environment

Episode 2 - Prepare for Tax Season Now

Episode 1 - China Trade Tariff Negotiations