All Episodes
Planned Solutions — 114 episodes
Smart Ways to Access Cash, Give Appreciated Stock & Navigate FAFSA 2026–27
0% Capital Gains Strategy • Understanding Separate, Marital, and Community Property in Marriage • Donor Advised Funds
Choosing between an S-Corp and a C-Corp, The Growing Cost of Health Care in Retirement & Should You Borrow from Your 401(k)?
529 vs UTMA vs Trump Accounts | Which Saves Your Kids More Money?
Restricted Stock Vesting, Understanding Legacy Gifting Options & Gift Splitting
The Tax Tail and the Investment Dog, Charles Schwab Expands into Prediction Markets, and Fixed Indexed Annuities
Business Margins Get Squeezed, Senior Loan Officer Survey & Motor Vehicle Sales Remain Strong
Yield Spreads: Did the Yield Curve Get It Wrong? Trustee vs. Power of Attorney
Interest Rate Policy, Diversifying in Digital Assets and IRS Direct Deposit
S&P 500 Earnings Surge 21% YoY, But Here's What's Slowing AI
What Is Going On With The Private Credit Fallout? Understanding Credit Card Rewards & Bundled Banking Services
Oil Rate Surge Affects Feds Interest Rate Plans
Is Oil the New Toilet Paper? Flexible Spending Account Insight and Medicare IRMAA
Is Your ROTH Conversion Strategy Still Valid After OBBBA?
Precious Metals Market Bubble Housing Now a Buyer’s-Market No Tax on Overtime
Health Savings Account (HSA) The Investment Most People Miss
Stock Market Opens the Year Strong And 2026 Tax Updates
How Proper Estate Planning Saves Time, Money, and Stress
•What YOU Need to Know About Market Assumptions, Beware Survey Data and Headlines & Q4 State Estimated Tax Payments
Conceptualizing the AI Landscape & Bitcoin Selloff Explained — What Investors Must Know
What Does the Job Market Really Look Like Now?
The Shocking Truth About Manufacturing vs Service Sector Growth
What's REALLY Happening with Inflation Right Now?
Why Is Gold So Valuable Right Now?
What's REALLY Happening in the 2025 Job Market?
Inflation Normalizes and Number of 401k Millionaires Hits Record
Powel Signals a Change in Fed Policy, What It Means To Your Finances
Stock Market Speculation Trade, Tariffs and Inflation & Tariffs Expand to Export Taxes
Additional Tax Law Changes Jobs Data and Drama Increased Standard Deduction for Seniors
The IRS Dirty Dozen Inflation Ticks Up in June SALT Deduction for 2025
Pay Down Debt or Invest for the Future?
How Interest Rates Affect Your Money Explained Simply
US Stock Market Regains Key Level, Treasury Auctions & US Labor Market Remains Strong
House Passes Budget-Tax Bill, Reviewing Series I Savings Bonds & Date the Rate, Marry the House
The US Economy Contracted in Q1. Why Is It Complicated?
The Winners and Losers So Far from the Trade War
Understanding Negotiating Strategies & Tariffs, Trade War & Interest Rates & Funds Upon Retirement
How to Deal with Market Volatility, Benefits of Diversification & Inherited Annuities
Trend Following During Market Uncertainty, Inflation Moderated in February & Insuring a Home in a Revocable Trust
When Renting Makes Sense, Inflation Ticks Up In Jan & Beneficial Ownership Reporting Requirements
Understanding The Economic Impact Of Tariffs And US Inflation
Los Angeles Wildfire Tax Relief, AI Market Panic, Qualified Charitable Distribution
Social Security Fairness Act, Market Cycles and Initial Public Offerings & Social Security Earnings Test
Stock Valuations and Growth Rates Electric Vehicle Tax Credit Risk Review Memberships to Manage Expenses
What YOU NEED To Know about the Social Security Fairness Act & Annual Gift Tax Exclusion Increases
Will Tariffs lead to MORE Inflation? Jobs Bounce Back, what you need to know about taxes & Bitcoin
The Stock Market SURGE Continues! What's Next? And Social Security Taxation Facts
What's the REAL Connection Between Inflation and Politics?
Is Direct Indexing Worth the Hype? Earnings Season Update. & 401k In-Service Distributions
The Truth About Social Security Benefits
Coast FIRE Movement, Changes to Real Estate Commissions & Is Gold a Good Investment?
Inflation Is Cooling, But Many Households Still Feel the Pinch, The True Cost of Teen Driving & New Social Security Website
Acting as a Fiduciary with Tax Agencies Double Estate Tax Exemption Expiration & Pour Over Wills
Rise in Financial Literacy Among Young Adults, Adjustable-Rate Mortgages & Eligible Beneficiaries
America’s Stagnant Housing Market, Stock Market Volatility, Inherited Roth IRAs-IRS Final Regulations
AI Investing, The Difficult Conversations: Money & Mortality & Summertime Income
Trying to Demystify Social Security, Earning Season And US Wealth Distribution
Home Improvements: Tax Codes & Tax Breaks, Funds In Your Checking, Fixed Annuities vs CDs
Restricted Stock Units, Housing Affordability & Converting Savings Bonds Electronically
Retirement Planning Challenges, Basics of Annuities & Checking the Value of Your Savings Bonds
Interest Rate Perspectives, Beware of Annuity Contracts in 401k Plans & Continuing Care Retirement Communities
US First Quarter Economic Growth Rate, Home Insurance Cancelations & IRS Audits
The US Job Market, Long -Term Interest Rates & Rise Maturing CDs
Financial Stress Index, Insider Stock Transactions As A Market Signal & Review Estate Planning Docs
Common Sources of Negative Tax Surprises, Where Inflation is Hiding & Sale of Primary Residence
Custodial Accounts And Tax Planning, Stock Earnings Increase, Interest Rates And Tax Withholding
Interest Rates, The Yield Curve & Credit Spreads, Excess HSA Contributions
Charitable Tax Deductions What You Need To Know And Fed Policy And Market Expectations
Refinance Your Mortgage, US Consumer Sentiment Surged In January, 529 Plans To Repay Student Loans
Beware A Rotation In Stock Leadership Stock Market Dips To Start 2024 Electric Vehicle Tax Credits
Shelter Prices And Rents Holiday Retail Sales IRS Suspends Missed RMD Penalty For Certain
Energy Efficient Tax Credits, US Stock Market Hits High, Health Savings Accounts Limits Increase
Interest Rate Expectations, 2024 IRS Standard Deduction, Annual Gift Tax Exclusion Increases
October Inflation Report Social Security COLA 3.2% For 2024 401k Contributions Help FAFSA
US Government Debt And Deficit Financing 401k Force Out Limits Increase Management Of Credit Cards
Trend Following As A Risk Management Tool, Review of Subscriptions & Are Recession Predictions Dead?
Impact Of Higher Interest Rates Mixed Tax Underpayment Penalties Investing In Collectibles
Inflation Increases In August Personal Residence Exemption Social Security Spousal Benefits
Student Loan Payment Restart Rethinking Utility Stocks Roth SIMPLE And Roth SEP
The Interest Rate Cycle, Government Crowding Out & Secure Act 2.0
Are You Getting The Most Out Of Your Employee
Inflation Continues To Decline In June 529 To Roth IRA Transfers
Cash Management And The Term Structure Of Interest Rates, Series I Savings Bonds & Medicare IRMAA
Q2 Earnings Season Understanding Money Markets
Summer Job Guide, How Low Will Oil Prices Go? Debt Ceiling Debate
Fed Policy In 2023 Written by Google Bard & Social Security Wage Base
Technology Stocks Lead Market Financial Stress Index Considerations When Choosing a Trustee
US Economy Grows In First Quarter Consumer Sentiment Rebounds Term Insurance Conversion Features
International Monetary Fund Inflation Continues to Cool PSI Office Bulletin Board
Choosing The Right Credit Card, Real Estate Market, Minor as an IRA Beneficiary
Game Theory Bank Runs And The Prisoners Dilemma
Maximizing Bank Deposit Yields, Tax Losses, Real Estate Appraisals After Death
Goods Inflation Continues To Fall, Services Inflation Elevated
Weekley Economic Index Shows Slow Growth But No Recession
Inflation Data And Profit Margins Investing In Solar
Required Minimum Distribution, Student Loan Management, Secure Act 2.0 – 529 to Roth IRA Transfers
Foreign Stocks Outperform US Stocks
Decrease In Inflation , Tax Loss Harvesting , Gift Tax Exclusion
US Economic Growth And Recession Risk Cryptocurrency Companies Repeat Past Mistakes
Stock Market Volatility Inflation Cools In October Tax Form 1099-K
Inflation And Tax Rates, US GDP Increase and Social Security Increase
Stock Market And Political Risk
Stock Market Speculation Declines To Its Long Term Average Mortgage Strategy
Stock Market Fails to Regain Long-term Upward Trend, Inflation, Social Security Offset
Student Loan Forgiveness Commodity Cycles Are Everywhere Fed’s Tough Talk Rattles Markets (
Panic Buying Slows On Wall Street Meme Stocks Attempt A Comeback
Stock Market Nears Key Resistance Point, US Economy Contracts, Strategies for Inherited IRAs
Growth Stocks Lead Market Comeback
Earning Season Is In Focus On Wall Street The Mini Tech Bubble And Bust IRS Encourages Early Filing
Inflation Oil Investment Cycle Housing Finance Normalizes IRS Milage Rate
Stock Market Dips Into Bear Market Territory Motor Vehicle Supply Chain Recovers RSU's
Inflation Breakeven Rate Leftover 529 Plan Balances Charitable Remainder Trusts
Inflation’s Impact On Households, Businesses, And Government
US Market Test Key Level Series I Savings Bonds IRS Form 1099 - K