All Episodes

#189 Profit Sharing Plans w Brad Coil

#188 SEPs, SIMPLE's & Solo 401(k)

#187 SEP Plans w Brad Coil

#186 RISA Wrap Up

#185 Disadvantages of Time Segmentation & Stats on Style Preferences

#184 Time Segmented

#183 Protected Income

#182 Risk Wrap

#181 Total Return

#180 RISA and the Value of GAMA from an Advisor

#179 Specific Retirement Goals

#178 An Introduction to RISA

#177 Your Involvement in the Money TuneUp Show

#176 Review of Six Months of 2023 Topics

#175 Comparing a 10 Year Inherited IRA Distribution to a Lifetime CRT Distribution

#174 An open Dialoge about Life insurance

#173 Defining DC & DB plans - Positioning SEPS & SIMPLEs

#172 Examples of Non Qualified Business Plans

#171 Implementing the Right Benefit Plans

#170 Recruit Retain & Reward Key Employees

#169 Conflicts between ER and EE

#168 Guest Brad Coil - Things on a Head of Household's Mind

#167 Guest Brad Coil - Things on a Business Owner's Mind

#166 Competing Objectives between Employer and Employee

#165 Things a Business Owner Has on their mind_Brad Coil

#164 Introduction to Brad Coil with Next Step Financial

#163 Sources of Retirrement Income vs. the 4 Methods

#162 Benefits of Life Insurance on Children

#161 Characteristics of Insurance

#160 Insurance as a Device

#159 Sean with CNR - Putting Together a Finanical Plan

#158 Sean with CNR - Assessing Risk

#157 Sean with CNR - Creating a Personal Porfolio Benchmark

#156 Part II Intro to Sean Withrow with City National Rockdale

#155 Intro to Sean Withrow with City National Rockdale_Special Ops Helicopter Pilot

#154 Committment to Planning Time

#153 Tax Encouraged Behavior II

#152 Tax Encouraged Behavior I

#151 Rick with Waterstone Tax Deductions - 3Tier Tax Structure CRT

#150 Rick with Waterstone - Foundation of CRTs

#149 Rick with Waterstone -Charitable Remainder Trusts

#148 Rick with Waterstone - Pooled Income Funds

#147 Whit Brown Volatility in Investing

#146 Whit Brown Pitfalls of Trying to Time the Market

#145 Whit Brown Rebalancing

#144 Whit Brown - Building out a Portfolio

#143 Whit Brown - Factor Investing

#142 Whit Brown - Not about Indexing

#141 What Can We Learn from Bob

#140 Build a Ridler

#139 Grande Finale

#138 Is the Message a Front for Annuities

#137 Thinking about finances 3-dimensionally

#136 Attitude Toward Education

#135 Donor Advised Funds - Waterstone

#134 Introduction to Waterstone

#133 Intro to Rick with Waterstone

#132 Care Giver Plan IV

#131 Care Giver Plan III

#130 Care Giver Plan II

#129 Care Giver Plan I

#128 An Ideal Financial Plan

#127 Business Entities II

#126 Business Entities I

#124 Equitable White Paper - RILLA Returns

#123_12_10_2024 Sector Returns by Morningstar

#125 David Blanchett Article - Protected LIfetime Income

#122 Tent Pole 6 of Investing

#121 Tent Poles 4 & 5 of Investing

#120 Tent Poles 1 - 3 of Investing

#119 The Kiddie Tax - Net Unrealized Income (NUI)

#118 Introduction to Whit Brown with CoreCapital

#117 Review of the book The Smartest Investment Book You'll Ever Read

#116 Notes From Colorado Financial Planning Association Continuing Education Day II

#115 Notes From Colorado Financial Planning Association Continuing Education Day I

#114 Caveats To Medicare Planning

#113 Eight Rules Of Retirement Planning III

#112 Eight Rules Of Retirement Planning II

#111 Eight Rules Of Retirement Planning I

#109 The Reverse Mortgage As A Tool For The MIddle Class

#108 Use Of The Reverse Mortgage With The Safe Withdrawal Method

#110 Using The Reverse Mortgage As A Volatility Buffer

#107 Credit Rating Agencies

#106 Investment Terminology

#105 Move An Asset

#104 Medicare Prescription Drugs Part D

#103 Why HECM FHA Insurance II

#102 Be Careful Why 1 - 800 Buy Term May Be So Cheap II

#101 Be Careful Why 1 - 800 Buy Term May Be So Cheap I

#100 Why HECM FHA Insurance I

#99 What I Do

#98 The Social Security Trust Fund And U.S. Debt

#97 Calculating Your Primary Insurance Amount With SS

Podcast#96 Five Distinguishing Factors Of Investments

Podcast#95 Ways To Use Equity With RM III

Podcast#94 Eight Investment Risks

Podcast#93 Beneficiaries II & NonForfeiture Values

Podcast#92 Misc. Topics Regarding Medicare

Podcast#91 Beneficiaries

Podcast#90 Evaluating A Financial Planning Firm From Their Website

Podcast#89 Price To Earnings Ratios

Podcast#88 Ways To Use Home Equity With Reverse Mortgage II

Podcast#87 One Flow Of Money

Podcast#86 Flatten Tax Spend Down And a Long CIC

Podcast#85 Flatten Tax

Podcast#84 Tax Free Vs. Tax Ded.

Podcast#83 Tax Tubes

Podcast#82 Reverse Mortgage W Peggy Sage Use Of Equity I

Podcast#81 Deductive Vs. Inductive Reasoning III

Podcast#80 Deductive Vs. Inductive Reasoning II

Podcast#79 Deductive Vs. Inductive Reasoning I

Podcast#77 Various Roles Of People Who Can Impact Your Finances

Podcast#78 What Medicare Does Not Pay

Podcast#76 Professionals Who Can Impact Your Finances

Podcast#75 Macro Manager II

Podcast#74 Macro Manager I

Podcast#73 Overview Of Medicare

Podcast#72 Reverse Mortgage

Podcast#71 Dave Ramsey - Spoken Like A True LIfe Ins Agent - Tyler

Podcast#70 How A Widow Could Be Devastated Using Dave Ramsey's Advice

Podcast#69 An Efficient Financial Plan

Podcast#68 A Typical Financial Plan

Podcast#66 Cont. Intro To Specialist -Paying For Health Related Expenses In Retirement

Podcast#65 Introduction To Retirement Medical Expense Specialist

Podcast#64 Annuities Misc IV

Podcast#63 Ammuities Miscellaneous III

Podcast#62 Annuities Miscellaneous II

Podcast#60 Type Of Property For Reverse Mortgages

Podcast#59 Clark Howard On Fiduciary II

Podcast#58 Clark Howard On Fiduciary I

Podcast#57 Fiduciary VII Example Firms

Podcast#56 Fiduciary VI What They Can't Do

Podcast#55 Fiduciary V Slanted

Podcast#54 Fiduciary IV Examples

Podcast#53 Fiduciary III Bias Good And Bad

Podcast#52 Fiduciary II Requirements

Podcast#51 Fiduciary I Background

Podcast#50 Value Of A 401(k) Match

Podcast#49 Reverse Mortgage Specfics II

Podcast#47 Net Amount At Risk Dave Ramsey II

Podcast#46 Net Amount At Risk Dave Ramsey I

Podcast#45 The Truth About Term LIfe Insurance Rates

Podcast#44 Rules For Financial Planning

Podcast#43 Unconditional Financial Success

Podcast#42 Reverse Mortgage Specifics

Podcast#41 Review Of 1st 40 Podcasts

Podcast#40 Taxes It's Hard To Get Ahead

Podcast#39 Modern Portfolio Theory II

Podcast#38 Modern Portfolio Theory I

Podcast#37 Estate Planning III

Podcast#36 Estate Planning II

Podcast#35 Estate Planning I

Podcast#22 History Of The Reverse Mortgage

Podcast#34 Reverse Mortgage Myths

Podcast#33 Lost Opportunity Costs II

Podcast#32 Lost Opportunity Costs I

Podcast#31 Helaine Olen On Suze Orman

Podcast#30 Pound Foolish By Helaine Olen II

Podcast#29 Pound Foolish By Helaine Olen I

Podcast#28 Reverse Mortgages - The Two HECM Products

Podcast#27 Financial Planning In Business III

Podcast#26 Financial Planning In Business II

Podcast#25 Financial Planning In Business I

Podcast#24 History Of Withdrawal Method Distribution Rates

Podcast#23 Advantages And Disadvantages Of Withdrawal Method

Podcast#21 Problems With Group Disabilty Coverage

Podcast#20 Personal Disability Income Protection

Podcast#19 Offense And Defense In Financial Planning II

Podcast#18 Offense And Defense In Financial Planning I

Podcast#17 Outperforming The Market

Podcast#16 Reverse Mortgages Intro To Peggy Sage

Podcast#15 The Raft Strategy

Podcast#14 Sequence Of Return Risk

Podcast#13 4 Methods Of Retirment Income Distribution Part III

Podcast#12 4 Methods Of Retirement Income Distribution Part II

Podcast#11 4 Methods Of Retirement Income Distribution Part I

Podcast#9 07 08 2023 Widow's Rate Of Return

Podcast#10 Compound Interest Curve

Podcast#8 Dave Ramsey Use Of ROR

Podcast#7 Average Rates Of Return

Podcast#6 Rates Of Return

Podcast#5 Stages of Financial Planning

Podcast#2 All About Dan

Podcast#3 Financial Silos

Podcast#1 Get to know to know the Money Tune Up Show

Podcast#4 More on Financial Silos