All Episodes

How to Make the Most Out of Your Year-End Bonus

Financial Values: Getting To Know The Kemp Harvest Team

How Financial Advisors Get Paid

Open Enrollment: What You Need To Know with Kelly Brownell

Smart Strategies for Saving for College: Tips For Parents

The Importance of Early Estate Planning Discussions with Elder Law Attorney, Maureen Anderson

Understanding Insurance: The Basics You Must Know

The Basics of Medicare with Healthcare Expert, Jim Long

Planning For Non-Financial Aspects of Retirement

The 5 Foundations of a Comprehensive Financial Plan

Financial Habits and Resolutions

The Power Of An Intentional Spending Plan with Sue Derr

Retirement Planning for High-Net-Worth Individuals

End of Year Financial Planning For 2023

Planning for Long-Term Care and Retirement Communities with John Bryant

Effective Estate Planning with Bill Cooper

Understanding Income in Retirement

Mastering Retirement Cash Flow: Understanding Changing Expenses

6 Major Life Events That Impact Your Financial Picture

Ep 45: How Age and Wisdom Impact Financial Planning

Ep 44: Spring Cleaning: Tips To Keep Your Finances Organized

Ep 43: Navigating Tax Season – Filing vs. Planning & Other Money Saving Concerns

Ep 42: Six Financial Advisors You Should Avoid

Ep 41: The Financial House

Ep 40: Making Smart Decisions During Major Life Events

Ep 39: Is There Greener Grass On The Other Side?

Ep 38: Warning Signs: How to Spot Problems in Your Financial Life

Ep 37: Going Against the Grain

Ep 36: Should You Follow These Popular Retirement Rules of Thumb?

Ep 35: Retirement Pop Quiz

Ep 34: Investors Beware: Advisor Red Flags

Ep 33: The Most Important Birthdays in Retirement Planning

Ep 32: Common Retiree Housing Questions

Ep 31: Murky Issues in Retirement Planning

Ep 30: How Do Children Factor into Your Retirement Plan?

Ep 29: Is Your Retirement Plan Out of Tune?

Ep 28: Minding the Financial Gap

Ep 27: Mailbag – RMDs, Trading Options, and More

Ep 26: Financial Mistakes Couples Make

Ep 25: Advisors that Drop the Ball

Ep 24: Is Retirement as Easy as a Jigsaw Puzzle?

Ep 23: 4 Unreasonable Requests for Your Advisor

Ep 22: Mailbag – Home Equity, Long-Term Care, and More

Ep 21: 5 Areas of Overconfidence in Financial Planning

Ep 20: Is It Okay to Put These Financial Decisions Off?

Ep 19: 3 Red Flags to Consider in Your Retirement Plan

Ep 18: Not Your Father's Retirement

Ep 17: Learning Through Uncommon Sense

Ep 16: What You Need to Know About Annuities

Ep 15: Finding the Right Financial Advisor

Ep 14: A 5 Question Retirement Preparedness Quiz

Ep 13: Do Retirees Really Need Life Insurance?

Ep 12: Listening To The Money Doctor

Ep 11: The Status Of The American Pension Plan

Ep 10: Mailbag - Should We Be Concerned About Future Inflation Rates?

Ep 9: Where Crisis & Opportunity Meet

Ep 8: This Is Why You Never Assume

Ep 7: The Customer Isn't Always Right

Ep 6: 401(k) FAQs

Ep 5: Wills & Trusts

Ep 4: Addressing Specific Retirement Concerns Of Baby Boomers

Ep 3: Financial Commandments

Ep 2: The Financial Forecaster

Ep 1: Meet Mark & Todd