All Episodes

81 - What to Do With Your Digital Assets

80 - 5 Essential Steps to Prepare Your Loved Ones: Estate Planning and Legacy Binders

79 - Beneficiary Designations Explained: Per Stirpes vs. Per Capita & Avoiding Costly Mistakes

78 - Life Review: Finding Purpose & Meaning in Retirement Planning

77 - In retirement, Now What?

76 - What to do When You Are One Year From Retirement

75 - What To Do When You Are 5 Years From Retirement

74 - What to do when your 10 years from retirement

73 - Saving for a Home? What to do and what not to do.

72 - Smart Retirement Downsizing: Making the Right Move at the Right Time

71 - Should I Pay off Mortgage before Retirement from Investments or Cash Flow

70 - Strategies to Help You Pay for Big Expenses in Retirement

69 - Should I switch contributing to pre-tax account and go all in on Roth (post-tax)

68 - How to Avoid Overpaying the IRS

67 - Ways to Pay Taxes on Roth Conversions

66 - How and Why to do a Backdoor Roth IRA

65 - Old 401(k)? What Are Your Options?

64 - Top Steps You Can Take To Prepare For Retirement

63 - Asset Location

62 - Retirement Readiness: 3 Game-Changing Questions for a Fulfilling Retirement

61 - How to Invest for a Multidecade Retirement

60 - How to Access Your Money Before 59 1/2

59 - How to Make Work Optional

58 - Financial Independence at Any Age: Lessons from the FIRE Movement on Building Financial Flexibility and Freedom

57 - What is the FIRE Movement?

56 - Start 2025 Right: Essential Tips for Financial Success and Wealth Building

55 - Master these 3 Things to Change Your LIfe

54 - Top 7 Decisions To 7 Figures

53 - Maximizing Your Charitable Giving: Strategies with Financial Expert Mike Finley

52 - Maximize Your Charitable Giving: Tax Benefits, QCDs, and Donor Advised Funds Explained

51 - A 7-Step Tax Planning Checklist for Maximum Savings

50 - 7 Ways to Avoid/Reduce IRMAA

49 - Top 7 Health Insurance Options Pre-65

48 - Smart Money Moves: Reviewing and Saving on Property and Auto Insurance

47 - The Ultimate Guide to Life Insurance

46 - Should I Keep or Get a Mortgage in Retirement?

45 - The Ultimate Guide to Annuities

44 - 7 Steps to Setting up a Retirement Paycheck

43 - Where to put your next dollar

42 - Investors Roadmap in Building Wealth

41 - Tax loss harvesting continued and what is tax gain harvesting

40 - Tax Loss Harvesting

39 - The Future of Senior Living: Insights from Jerry Harris, President of Operations and Chief Experience Officer at Western Home

38 - Investing Guidelines

37 - Achieving Financial Independence: Mike Finley's Journey and Tips for Success

36 - When NOT to do a Roth Conversion

35 - How and why to do a Roth conversion

34- Should You Care About Your Credit Score? What about Freezing Your Credit?

33 - Answers to questions we get about financial advisors

32 - Fees that financial advisors charge: How to know what your paying

31 - Different types of financial advisors: Which one do you have?

30 - Estate Planning 101: It's for Everyone, Not Just the Wealthy

29 - What is probate and how to avoid it without creating a trust

28 - What is an Advanced Directive and do I Need One?

27 - Do I Need A Will

26 - Money and Life Tips for Post-Secondary Students

25 - Parents Role in Post Secondary Planning

24 - How to Pay For Post-Secondary Education

23 - Strategies for choosing your path

22 - Pathways After High School

21 - Pay off debt or invest

20 - Debt to income: How to figure yours out and how much you should have

19 - The Big 3 - Massive Impact on Long-Term Savings Rate

18 - Spring Cleaning Your Money

17 - How to find and work with financial planner/advisor

16 - Investment Policy Statement (IPS): Covering the What, Why, and How.

15 - Tax Planning Strategies

14 - What to Look for in a Tax Accountant

13 - Steps to Take When Choosing Investments Inside Your 401k

12 - How much is Enough?

11 - Becoming a Wise Investor

10 - What tax documents should I be expecting and by when

9 - All about Asset Allocation and Asset Location

8 - Top Habits of Millionaires

7 - How to Create More Wealth into Your Life

6 - Setting Up A System To Master Your Cash Flow

5 - Key Metrics to Review Yearly - The How and the Why

4 - Masters of Wisdom with Mike Finley: Munger, Bogle, Buffett and Bernstein Unveiled

3 - How to Make 2024 Your Best Year

2 - End of Year Financial Planning and Strategic Investment Tips

1 - Money and Life