All episodes
Navigating the Tax Maze When Selling Your Home
Maximizing Wealth: 3 Ethical Ways to Slash Your Tax Bill
Unmasking 'No Loss Market Accounts': Are They Really as Safe as They Sound?
The Truth About Real Estate Investing: Is it Really the Golden Goose?
Buy & Hold vs Tactical - Which Is Right For You?
Reduce Your Taxes in Retirement Using The 321 Plan
The 321 Retirement Plan
Finding Peace In Market Volatility
Investing Mistakes to Avoid
How to Create a Tax Efficient Income Plan
Creating Financial Layers of Protection
Navigating the Shifting Economy: Is It Over Yet?
The 411 on Roth Conversions in 2023
A New Investment to Get Off The Wall Street Coaster
How To Protect Against Market Volatility
Silicon Valley Bank and Your Retirement Accounts
How to Not Run Out of Money in Retirement
More In The Bank or Bigger Social Security Check?
File Early or File Late - The "Big" Social Security Question
Mortgages and Retirement...Should You Pay It Off Early?
5 Easy Ways to Save On Taxes in Retirement
Secure 2.0 Changes The Math for Roth Conversions
Secure 2.0 Act - Major Changes to Retirement Planning & RMDs
How to Avoid a Roth Conversion Disaster!
The 5 Major Risks in Retirement
End of Year Tax Saving Tips
Is The 60/40 Portfolio and 4% Rule dead? [Part 2 of 2]
S2E13 - Is the 60/40 Portfolio dead? [Part 1 of 2]
S2E12 - Is this the end of Crypto? WTF Happened? Who is SBF and FTX?
S2E11 - The Safest Way to Invest in the Market
S2E10 - Handling Market Anxiety
S2E9 - What Type of Advisor Should I Hire?
S2E8 - The 4% Rule...What You Don't Know Can Hurt You!
S2E7 - What Type of Advisor Should I Hire to Help Me in Retirement? What should I look for in an advisor?
S2E6 - Investing for Retirement
S2E5 - What is the "market?"
S2E4 - How to Ethically Pay Zero Taxes in Retirement
S2E3 - Retirement Income Plan
S2E2: Retiring in a Recession - What You Need to Know
S2E1: How Do I Take Over My Retirement Account? (401k, 403b, etc..)
19 - Elder Abuse & Scams
18 - Economic Cycles
17 - How to Pay Less in Taxes
16 - Don't have enough to retire?
15 - Secure Act 2.0 & Your Roth Conversion
14 - Alpha, Beta, Gamma - What do they all mean?
13 - Investing and Inflation
12 - Investing vs Gambling
11 - The World Right Now
10 - Estate Planning
09 - FIRE over 50!
08 - Social Security Maximization
07 - How to Handle Market Anxiety
05 - How Advisors Are Paid
04 - Tips for Budgeting & Spending Less
03 - Downsizing...What You Should Consider First
02 - Inflation Scares
01 - How to Think About Roth Conversions