All Episodes

Flexibility Wins: Spending Smarter & Traveling More in Early Retirement

Estate Planning Checklist: Getting Your Will, Trust & POA Done Fast

Retirement Clarity for the Ozarks—Valentine’s Day Special

Estate Planning Quiz: What Gen X Needs to Know (with Bruce Porter & Tom Trtan)

Using a Roth IRA To Supercharge your Retirement!

Unlocking Wealth: How Insurance Shapes Your Financial Future

The Role of Insurance in Financial Planning

How the election could affect your retirement plan

3.13.24

How to Maximize your Tax Refund- NOW!

Do Credit Scores Matter in Retirement?

3.30 How well do you know these financial terms?

3.29 401k Mistakes Part 1

3.28 Tips to Beat The Heat of Inflation

3.27 Estate Planning 101

3.26 Top Finance Tips for Women

3.25 How the Secure Act 2.0 could affect your Retirement Income

3.24 The Resource Center

3.23

3.22 Improve Your Financial Health in 2023! 🔥

3.22 Easiest Savings Tool

3.21 Are You Getting Inheritance Money?

Life Insurance: Do I Need It?

Time to INVEST in Yourself | 2022-2023 Financial Market Tips 💰

A+ Finances: A Beginner's Look at Personal Finance, Debt, Cash Flow, & Investments

Get Rich During the 2022 Recession! Expert Investing Tips when the Markets are Low

STOP WAITING & INVEST NOW! Investment Portfolio Strategy and How to Invest for Retirement.

Make $350,000 the EASY WAY - Simple Investing Tips for Your 20s - How Time Affects Investments

3.14 Worst Money Traps

3.13 Social Security Taxes (Updated 2022!) - How Combined Income affects Taxation in Retirement

3.12 Difference between Taxable, Deferred, & Tax-Free Investments

3.11 Tax Credits vs Tax Deductions: What to do for 2023!

3.10 Roth Vs Traditional

3.9 Growth Tips for IRA & 401k - 2021 Tax Season, IRA Contribution Limits, & 401k In-Service Rollovers

3.8 GROWTH vs. VALUE

3.7 2022 Inflation Crisis EXPLAINED

3.6 Top 5 Tips For Better Financial Health- PART 2

3.5 Top 5 Tips For Better Financial Health

3.4 Can I Afford To Retire???

3.3 Where And How To Start?

3.2 New Asset Class??

3.1 The ins-n-outs of a Roth IRA. Should I Invest?

2.41 A Resource For Everyone

2.40 Savings Tip- Pay Yourself First

2.39 Low Interest Cash

2.38 Take Control At 59 1/2

2.37 Stuck In A Sandwich?

2.36 Tips on Saving while still using a Credit Cared

2.35 Tax Free Inheritance

2.34 Current Economic Environment

2.33 Taxes and Inflation

2.32 Is Your Retirement Protected From Inflation?

2.31 Why, You May Actually Need Planning!

2.30 Special Needs Planning

2.29 Retirement Mis-Steps Part 2

2.28 Retirement Mis-Steps Part 1

2.27 Do your kids have a plan?

2.26 APR vs DPR

2.25 Don't get caught paying taxes on your 'Loan Offset'

2.24 Child Tax Credits - "It's a TRAP!"

2.23 Conquering The What If's

2.22 Ready For Social Security? Not so fast.....

2.21 When to take Social Security

2.20 Gambling With Your Retirement

2.19 Exit Strategies part 2

2.18 Housing Market Retiree Tip

2.17 Why MeMe is not selfish

2.16 Now is NOT the time to be a Passive Investor

2.15 Highest Market Ever?

2.14 Risk v. Return

2.13 Moving from Investment Planning to Retirement Planning

2.12 Investment Planning v. Retirement Planning

2.11 Estate Planning Workshops

2.10 Tips To Reduce Your Tax Bill

2.9 Start a Roth IRA already!

2.8 Is Your IRA Contribution Tax Deductible?

2.7 Taxes Pt.1

2.6 The Lost Decade Of Investing.

2.5 When to start taking Social Security??

2.4 Monday Chat

2.3 Create A Plan- For Long-Term Care

2.2 Long-Term Care

2.1 Should I Or Should I Not?

1.29 How To Invest With Confidence

1.28 How Will Taxes Affect My 401k?

1.27 Understanding Your Insurance Deductibles

1.26 Top Tax Tips

1.25 Taxes, IRA Contributions and A Viewer Question

1.24 Free Book Offer!

1.23 Dollars and $ense

1.22 Top 3 Financial Risks To Your Portfolio

1.21 Retirement Plan Withdrawal Do's and Don'ts

1.20 Bruce Discusses IRA Withdrawl & Redeposit

1.19 What The Super Bowl Teaches Us About Planning

1.18 What's Up GameStop?

1.17 The Recent Federal Funds Rate Prediction And The Impact On Your Savings

1.16 Managing Your Investment Portfolio With A New President

1.15 The 3 Pillars Of Planning

1.14 Family and Finances

1.13 Passbook Savings

1.12 Dollars and $ense Annuities

1.11 Bruce's 7 Steps To Financial Peace

1.10 Investing And Saving In Uncertain Times

1.9 Medicaid Spend Down- How Does It Work?

1.8 Meet Our Team

1.7 Estate Planning- A Place To Start

1.6 Scary Stories

1.5 Fail To plan? Plan To Fail.

1.4 Long-Term Care - Short Time Coming

1.3 Back To The Future