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