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All Episodes

One For The Money — 110 episodes

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Title
1

Why Women Must Be More Involved with Financial Planning - Ep #109

2

Is the Tax Code Fair? - Ep #108

3

7 Reasons to Pay Taxes Now vs Later - Ep #107

4

ReFirement & Coast FIRE – Redefining Retirement for Growth and Flexibility - Ep #106

5

The State of Retirement in America - Ep #105

6

Should you Pay Your Mortgage Off Early? - Ep #104

7

America’s Housing Crisis — What Broke It and How We Fix It - Ep #103

8

How to Plan for a Bear Market - Ep #102

9

DIY Can be Dangerous - 10 Questions to Ask Before Hiring a Financial Advisor + A Cash Management Strategy - Ep #101

10

License to Spend - Ep #100

11

You Got 99 Problems, But a “B” (as in Budget) Shouldn’t Be One - Ep. #99

12

What's Your Plan for After You Are Gone? - Ep #98

13

What's Your Plan? Why Accounts Are Not a Plan - Ep #97

14

Myth Busters - Social Security - Part 2 - Ep #96

15

Myth Busters - Social Security Edition - Part 1 - Ep #95

16

The Retirement Danger Zone - Ep #94

17

The First Year of Retirement Sets the Tone for the Next 25 - Ep #93

18

The Swiss Army of Investment Accounts - Ep #92

19

The Big 5 of Financial Planning - Ep #91

20

The Case for Concern - Ep #90

21

The Case for Optimism - Part 4 - Ep #89

22

The Right Roadmap for Retirement - Ep #88

23

Getting Real About Retirement Realities - Ep #87

24

Life is Just One Big Marshmallow Test - Ep #86

25

How to AUTO-matically Not Become a Millionaire - Ep #85

26

Roth This Way - Ep #84

27

Not Your Standard Tax Savings Strategy - Ep #83

28

Should You Halt Pre-Tax Retirement Contributions? - Ep #82

29

First Things First - Ep #81

30

Medicare Part 2 - Medicare Misunderstandings and Mistakes - Ep #80

31

Medicare Part 1 - Medicare 101 - Ep #79

32

The First Wealth Is Health - Ep #78

33

The Biggest Lessons I've learned from 25 Years of Investing - Ep #77

34

How to Use a Bear Market to Your Benefit - Ep #76

35

Avoid these Retirement Planning Mistakes - Ep #75

36

When You Should or Should Not Max Out Your 401k - Ep #74

37

Why Investors Should Look Beyond Just the S&P 500 - Ep #73

38

Don't Die in Oregon - Ep #72

39

Estate Plan Check Up - Ep #71

40

How Much to Spend on Vacation - Ep #70

41

Neither a Borrower Nor a Lender Be - Ep #69

42

Novel Investment Strategies - Part 2 - Ep #68

43

Novel Investment Strategies - Part 1 - Ep #67

44

Financial Language of Love - Ep #66

45

The Two Biggest Risks in Retirement - Ep#65

46

Aligning Your Financial Plan with Happiness - Ep #64

47

The Case for Optimism - Part 3 - Ep #63

48

The Top Financial Regrets of Retired Americans and How to Avoid Them - Ep #62

49

The Top Financial Regrets of Americans and How to Avoid Them - Ep #61

50

Taxes Are Going Higher for Everyone - Ep #60

51

Tax Advantaged Investment Accounts - Ep #59

52

Retiring Outside of the United States? Factors to Consider - Ep #58

53

Retiring Out of State? Factors to Consider - Ep #57

54

The Two Comma Club & How to Become a Member - Ep #56

55

All that Glitters Isn't Gold -Ep #55

56

For Investors, Elections Do Not Matter, Ep #54

57

Ten Things to Consider Ten or So Years from Retirement, Ep #53

58

Investing - The Only Thing to Fear is Fear Itself, Ep #52

59

How to Give Better, Ep #51

60

How to Plan For Your Ideal Life, Ep #50

61

Ensuring You Get to Spend More of Your Hard Earned Money & the Government Gets to Spend Less, Ep #49

62

How to Spend Better, Ep #48

63

When Money Can Buy Happiness, Ep #47

64

Why a Will Is Not Enough - Estate Planning, Ep #46

65

Preserving Family Unity - Estate Planning, Ep #45

66

Are Financial Planners Worth the Fees They Charge?, Ep #44

67

What I Wished I Knew Sooner About Money, Ep #43

68

What Every American Should Know About Social Security, Ep #42

69

When to Take Social Security - Avoiding a Potential $200,000 Mistake, Ep #41

70

Investing for Your Kids - Giving the Power of Time, Ep #40

71

What Have We Taught Our Kids about Money?, Ep #39

72

Which is the Better Investment: Stocks or RE?, Ep #38

73

Investing & Recessions, Ep #37

74

The Brass Tacks on Small Business Taxes - Part 2, Ep #36

75

The Brass Tacks on Small Business Taxes - Part 1, Ep #35

76

Is the Tax Code Fair?, Ep #34

77

Time to Pay the Piper, Ep #33

78

The Case for Optimism - Part 2, Ep #32

79

Congress Just Made Changes to Your Retirement… Again, Ep #31

80

The "B" Word, Ep #30

81

Healthy, Wealthy & Wise, Ep #29

82

One of the Biggest Risks in Retirement, Ep #28

83

Can You Retire with Debt?, Ep #27

84

Maxing Out Your Life with a Mini-Retirement, Ep #26

85

The Fed is Not Your Friend, Unless You Are a Bank, Ep #25

86

Too Much Money & Too Few Memories, Ep #24

87

Will I Be Able to Retire?, Ep #23

88

Estate Planning Simplified, Ep #22

89

Congratulations, You Already Have an Estate Plan - BUT YOU DON'T WANT IT!, Ep #21

90

Ways to Avoid Running out of Money in Retirement - Most Accidents Happen on the Way Down, Ep #20

91

Beware of Wolves in Insurance Salesmen's Clothing, Ep #19

92

When Life Gives You Lemons, STAY INVESTED!, Ep #18

93

The Case for Optimism, Ep #17

94

The Cost of College and How to Pay for It - Part 2, Ep #16

95

The Cost of College and How to Pay for It - Part 1, Ep #15

96

Financial Planning is Personal, Ep #14

97

The Psychology of Money, Ep #13

98

The Ticking Tax Time Bomb in Your Retirement Account, Ep #12

99

The Case of the 7 Million Missing American Children - How to tax plan and how not to, Ep #11

100

The Best Time to Invest, Ep #10

101

It's All Very Taxing - Part 2, Ep #9

102

It's All Very Taxing - Part 1, Ep #8

103

Savings Strategies for the Self-Employed, Ep #7

104

Meaning & Purpose in Retirement, Ep #6

105

Let’s Have a Heart to Heart: Early Retirement Healthcare Planning, Ep #5

106

Social Security & Early Retirement - Avoiding a Very Expensive Mistake, Ep #4

107

It's all about the Benjamins, Ep #3

108

Are you on FIRE financially?, Ep #2

109

When it Comes to Early Retirement - Start with Why, Ep #1

110

A podcast about how to practically plan for early retirement!