All Episodes

Episode 123 - Don’t Let a Surprise Tax Bill Ruin Date Night

Episode 122 – What Do You Want Your Money to Do for You?

Episode 121 - Your Business Is Growing. Now What?

Episode 120 - The Money Conversation Most Couples Keep Avoiding

Episode 119 - Should Your Business Own the Building It Operates In?

Episode 118 – JR Lay on Failure, Growth, & the Cost of Hustle Culture

Episode 117 - Don’t Miss the Moment! Preparing for a Business Exit

Episode 116 - RSUs vs. RSOs and What Employees Should Know

Episode 115 - The Financial X-Ray Most People Avoid

Episode 114 - You Sold the Business… Now What?

Episode 113 - Before You Meet a Financial Advisor, Watch This!

Episode 112 - Hiring Your Kids in Your Business? What to Know First

Episode 111 - Are Your Investments in the Right Place?

Episode 110 - Why Your Tax Bill Keeps Surprising You!

Episode 109 - Common Investment Mistakes Even Smart Investors Make

Episode 108 - Mastering Liquidity: Risk, Emergency Funds & Investments

Episode 107 - Complex Estate Planning: Moving From Vanilla to Advanced

Episode 106 - Cash, Confidence, and Cycles: How Wealthy People Stay Steady

Episode 105 - The Hidden Costs of Information Overload

Episode 104 - Beyond Net Worth: Redefining Financial Freedom

Episode 103 - Entrepreneurship: From Wealth Creation to Wealth Durability

Episode 102 - Understanding Semi-Liquid Investments

Episode 101 - Evaluating Alternative Investments During Market Uncertainty

Episode 100 - Risk Is Everywhere: How To Respond Without Panicking

Episode 99 - Going Beyond the Fiduciary Standard

Episode 98 - Warning Signs That Your Financial Team Isn’t Growing With You

Episode 97 - Keep the IRS from being your Biggest Beneficiary

Episode 96 - The Weakest Link in Your Estate Plan

Episode 95 - The Conversations You Can't Avoid

Episode 94 - The Contrarian Mindset

Episode 93 - Advanced Tax Strategies for Business Owners

Episode 92 - The Lonely Side of Wealth: Why Success Can Feel Isolating

Episode 91 - Thinking About Selling Your Business? Watch This First!

Episode 90 - Is your business funding or draining your retirement?

Episode 89 - The Art of Giving: Strategies for Family and Legacy

Episode 88 - Donor Advised Funds & Smart Giving Strategies for Tax Planning

Episode 87 - 5 Signs to Know When You're Ready to Hire a Financial Advisor

Episode 86 - Common Missteps for Estate Planning

Episode 85 - Spending Habits that Stretch Your Wealth in Retirement

Episode 84 - Creating Reliable, Tax Efficient Retirement Income

Episode 83 - Tax Benefits from The Big Beautiful Bill

Episode 82 - The First 5 Years of Retirement: Habits that Make or Break!

Episode 81 - Your Business Isn't a Retirement Plan - Here's What It Is

Episode 80 - Navigating Real Estate Decisions in Retirement

Episode 79 - Profit First, Not Last: Paying Yourself as a Business Owner

Episode 78 - IRMAA, RMDs, and ROTHs - Oh my!

Episode 77 - The Big Beautiful Bill

Episode 76 - Planning for the Unexpected

Episode 75 - Emotional Responses That Influence Investment Decisions

Episode 74 - The Mindset Behind Money: Insights from 'The Psychology of Money'

Episode 73 - 5 Signs to Know When You're Ready to Hire a Financial Advisor

Episode 72 - Financial Mindset: What Steps You Should Take Throughout The Decades

Episode 71 - Strategies for Entrepreneurs to Build & Preserve Wealth

Episode 70 - Preparing to Sell Your Company

Episode 69 - Why an Estate Plan is More Than a Will

Episode 68 - Don't Get Too Political

Episode 67 - Inheriting vs. Gifting

Episode 66 - Retirement Catastrophes to Avoid

Episode 65 - How to Know When It's NOT Time to Retire

Episode 64 - Save Money on Taxes in 2025

Episode 63 - What Are We Seeing in the Markets, Q1 2025 Featuring Dr. Jason Thomas

Episode 62 - Various Ways to Purchase a Business

Episode 61 - Max Kayes Talks Building a Healthy Relationship with Money Pt. 2

Episode 60 - Max Kayes Talks Building a Healthy Relationship with Money Pt. 1

Episode 59 - Keanon Alderson Talks Family-Owned Businesses

Episode 58 - Case Study: How Do I Know If I Can Retire

Episode 57 - Real Estate Investments with Josh Coniglio

Episode 56 - What is the FIRE Movement?

Episode 55 - Limiting Beliefs with Laura Lyng

Episode 54 - Date Night, Why It's So Important

Episode 53 - Creating a Vision for 2025

Episode 52 - How to Build Trust with Your Clients

Episode 51 - Financial Principles for Your Kids

Episode 50 - Marketing for Small Biz and RIA with Graham Gardner

Episode 49 - How Do You Know if You Have the Right Financial Advisor?

Episode 48 - Financial Planning Mythbusters Part 2

Episode 47 - Holiday Gift Buying Guide

Episode 46 - Longevity & The Sandwich Generation

Episode 45 - What If I Had to Start From Scratch?

Episode 44 - Retirement Savings in the 21st Century

Episode 43 - Tax Implications of Shohei Ohtani's Contract

Episode 42 How Do I Retire Early?

Episode 41 - The Worst Money Advice

Episode 40 - Buy the Latte! The importance of developing a spending plan

Episode 39 - A Simple Guide to Investing

Episode 38 - How Can You Find the Best CD Rates

Episode 37 - Is Parenting Getting Too Expensive?

Episode 36 - When to Hire a Fractional CFO

Episode 35 - United We Budget: Finding Financial Harmony in Marriage

Episode 34 - Changes to Real Estate Laws

Episode 33 - Long-Term Care

Episode 32 - Backdoor Roth IRA

Episode 31 - Myth Busters: Estate Planning

Episode 30 - Planning Process, Step-by-Step

Episode 29 - Short-Term Rentals with Marie Hair (Pt. 3)

Episode 28 - Short-Term Rentals with Brooke Miller & Simone Knepper (Pt. 2)

Episode 27 - Short-Term Rentals, Finance & Legal (Pt. 1)

Episode 26 - Cyber Security

Episode 25 - Political Extremism

AI and Finance 06 - 29 - 2024

Executive Coaching Pt. 2 with Joseph King Barkley 06 - 22 - 2024

Executive Coaching with Joseph King Barkley 06 - 15 - 2024

Core Elements of an Estate Plan 06 - 08 - 2024

The History of Taxes 06 - 01 - 2024

History of Investing with Dr. Jason Thomas 05 - 25 - 2024

The History of Inflation 05 - 18 - 2024

History of Financial Planning 05 - 11 - 2024

Media Review: A Deep Dive on 3 Articles 05 - 04 - 2024

Financial Planning for Female Business Owners and Professionals 04 - 27 - 2024

Financial Planning for Attorneys 04 - 20 - 2024

Financial Planning for Engineers 04 - 13 - 2024

Financial Planning for Physicians part II 04 - 06 - 2024

Financial Planning for Physicians 03 - 30 - 2024

What You Need to Know About Business Structures 03 - 23 - 2024

Social Security 03 - 16 - 2024

Planned Giving 03 - 09 - 2024

Business Cycles 02 - 10 - 2024

Legal Considerations for Widows & Survivors 01 - 27 - 2024

RMDs and Finances 01 - 13 - 2024

A Survivor’s Checklist 01 - 06 - 23

Vision & Income Planning for Retirement 12 - 30 - 23

Succession Planning, Part 1; 12 - 23 - 23

Essential Details about Social Security 12 - 16 - 23

Succession Planning, Part 2; 12 - 09 - 23

Vision & Income Planning for Retirement 11 - 25 - 23

Succession Planning, Part 1; 11 - 18 - 23

What do you do with Market Fluctuation? 09 - 30 - 23

What Happened to Long Term Care Insurance? 09 - 23 - 23

Not Your Parents Annuity 09 - 16 - 23

Do You Have To Use a Roth 401K 09 - 09 - 23

Building Confidence for a Surviving Spouse 08 - 26 - 23

"They Say..." But Who is They? 08 - 19 - 23

Financial Traps to Avoid When Your Kids Go To College 08 - 12 - 23

Buying Cars and Building Portfolios 08 - 05 - 2023

How to Evaluate Your Financial Advisor 07 - 29 - 23

Scams and Cybersecurity 07 - 22 - 23

How Wealth Adds Value to Your Life 07 - 15 - 23

Do You Need Alternative Investments? 07 - 08 - 23

Coming Trends and Following Them Into the Future 07 - 01 - 23

Money Going In and Out of Retirement Plans 06 - 24 - 23

25 Questions You Need to Ask Yourself Now That ChatGPT Is Here 06 - 17 - 23

A New Vision for Retirement 06 - 10 - 23

A New Era of Senior Living 06 - 03 - 23

Chase the Market 05 - 27 - 23

What is Your Biggest Worry? 05 - 20 - 23

How to Avoid Financial Disaster 05 - 13 - 23

50 Isn't Too Late to Start Saving for Retirement 05 - 06 - 23

The US Dollar and US Economy 04 - 29 - 23

The Psychology of Money 04 - 22 - 23

What Happens to Your Digital Properties When You Die 04 - 15 - 23

Small Steps That Can Boost Your Retirement Savings 04 - 08 - 23

Taxes 2023 04 - 01 - 23

Working with Financial Advisors 03 - 25 - 23

Silicon Valley Bank Failure 03 - 18 - 23

Economic Crossroads 03 - 04 - 23

Should You Have an Estate Plan? 02 - 25 - 23

Planning for Longevity 02 - 18 - 23

RMD Updates for 2023 02 - 11 - 23

Economic Update 02 - 04 - 23

Secure 2.0 01 - 28 - 23

Radio 01 - 21 - 23

How to Keep Your Retirement on Track 01-14-23

The Best Annuities for Income and Growth 01 - 07 - 23

2022: A Year in Review 12 - 31 - 22

End of Year Giving and Donor Advised Funds 12 - 17 - 22

What to Expect From Bonds Next Year 12 - 10 - 22

Where is my Required Minimum Distribution? (12-03-22)

Thankfulness for Thanksgiving 11 - 26 - 22

Election Results 11 - 19 - 22

How Divorce Complicates Social Security 11 - 12 - 22

Where Six Investors Think the Markets Are Going 11 - 05 - 22

Remote Work and Double-Taxation 10 - 29 - 22

A Review of California Voting Propositions 10 - 22 - 22

Electric Vehicles and Transportation Infrastucture 10 - 15 - 22

Is A First Home Still Affordable? 10 - 08 - 22

How Much Money Will You Be Able To Spend In Retirement? 09 - 24 - 22

What is Your Retirement Income? 09 - 17 - 22

Recession Around the World 09 - 10 - 22

The Fed Talks Tough on Inflation (09-03-22)

How To Pick a Financial Advisor 08 - 27 - 22

How Energy and Inflation Interact 08 - 20 - 22

Are Stocks Undervalued Yet? 08 - 13 - 22

Active Funds Are On Top Again. Can It Last? 08 - 06 - 22

Silver Lining in the Market's Fall 07 - 30 - 22

How to Deal with a Bear Market in Retirement 07 - 23 - 22

How Long Does a Bear Market Last? 07 - 16 - 22

How to Use Your 401K in a Down Market (07-09-22)

How Close Were January 2022 Forecasts? 07 - 02 - 22

What Does a Recession Mean for You? (06-25-22)

Are ESG Funds Working? and How to Beat Inflation (06-18-22)

When Will the Selling Stop? 06 - 04 - 22

How Do You Deal with the Pain of a Volatile Stock Market? (05-28-22)

Did you name your Beneficiaries correctly? Radio 05 - 21 - 22

Is Your Advisor Really Independent? 05 - 14 - 22

Is there a Bubble in Home Prices? 05 - 07 - 22

Too Much of a Good Thing 04 - 30 - 22

Regretting Retirement 04 - 23 - 22

Are you ready for the next phase of inflation? (04-16-22)

Inheriting an IRA After The Secure Act 04 - 09 - 22

The Sandwich Generation 04 - 02 - 22

Retiring in Phases 03 - 26 - 22

What Could Trigger a Tax Audit 03 - 19 - 22

What to Know About Target-Date Funds 03 - 12 - 22

Reassessing Medicare Hikes 03 - 05 - 22

The Tax Advantages of Series I Savings Bonds 02 - 26 - 22

How Do I Calculate Future Returns? 02 - 19 - 22

Mistakes People make With IRA Rollovers 02 - 12 - 22

How Inflation Affects Social Security 02 - 05 - 22

How Much Debt Should Students and Parents Take On? 01 - 29 - 22

Social Security Expectations 01 - 22 - 22

Taxes After the Death of a Spouse 01 - 15 - 22

Tech That Will Change Your Life in 2022 01 - 08 - 22

A Look at 2021 and Beyond 01 - 01 - 22

Cybersecurity: Holiday Scams and How to Avoid Them 12 - 18 - 21

The Great Migration 12 - 11 - 21

Rethinking the 4% Rule - 12 - 04 - 21

End of Year Tax Strategies 11 - 27 - 21

Out of Work and Looking For Income: Can Annuities Help? 11 - 20 - 21

Discussing Medicare with Special Guest Steven Park 11 - 13 - 21

Get a Job in Retirement - 11 - 06 - 21

The Retirement Rush - 10 - 30 - 21

Special-Needs Planning - 10-23-21

The Flexibility of Donor-Advised Funds - 10-16-21

The Nutty Math Behind an 8 Percent Yield - 10-9-21

How to Break Out of Investing Inertia - 10-2- 21

Stocks to Build an Income Stream - 09 - 25 - 21

Better Annuities (09-18-21)

Estate Planning Checklist - Radio - 09 - 11 - 21

529 Education Savings Accounts - Radio - 09 - 04 - 21

Retirement Opportunity Window - Radio - 08 - 28 - 21

Action Plan for Long-Term Care - Radio - 08 - 21 - 21

Special Needs Trusts - Radio - 08 - 14 - 21

Cognitive Decline - Radio - 08 - 07 - 21

How to Know When Inflation is for Real - Radio 07 - 31 - 21

Why Many People Aren't Wealthy - Radio 07 - 24 - 21

Social Security Errors - Radio 07 - 17 - 21

Biden Tax Proposals - Radio 07 - 10 - 21

Diminished Capacity Poses New Risks - Radio 07 - 10 - 21

Questions to Ask a Financial Advisor - Radio 06 - 26 - 21

Saying 'No' to Financial Help for Family - Radio - 06 - 19 - 21

Should Young Adults Stretch to Buy a Home? - Radio - 06 - 12 - 21

Rethinking Attitudes on Aging & Retirement Radio - 06 - 05 - 21

Is My Savings On Track For Retirement? Radio - 05 - 29 - 21

Inflation and Getting Back to Work - Radio - 05 - 22 - 21

The Biggest Mistakes People Make with Social Security - Radio - 05 - 15 - 21

How to Avoid Credit Card Surprises After a Spouse Passes - Radio - 05 - 08 - 21

Nine Rules to Live By - Radio - 05 - 01 - 21

Are you Emotionally Ready to Retire? - Radio 04 - 24 - 21

How COVID-19 Changed Retirement Planning - Radio 04 - 17 - 21

California's Blueprint - Master Plan for Aging - Radio 04 - 10 - 21

Forced into Retirement? - Radio 04 - 03 - 21

You Can Still Save on 2020 Taxes - Radio 3 - 27 - 21

Long Term Care Insurance - Radio 03 - 20 - 21

Women Investors Are Bucking Stocks - Radio 03 - 13 - 21

20 IRA Mistakes to Avoid - Radio 03 - 06 - 21

Distributions in Year of Retirement: A Complicated Simple Question - Radio 02 - 27 - 21

Concern Grows Over Theft From 401(k)s - Radio 02 - 20 - 21

The Other Pandemic - Alzheimer's - Radio 02 - 13 - 21

Tiny Tax Changes That Could Be a Big Deal This Year - Radio 02 - 06 - 21

Rethink Their Kids' College Experience - Radio - 01 - 30 - 21

January is the New December - Radio - 01 - 23 - 21

Financial Issues When a Parent Moves In - Radio - 01 - 16 - 21

A Glimpse of the Future - Radio - 01 - 09 - 21

Three Mistakes New IRA Beneficiaries are Making - Radio - 01 - 02 - 21

Baby Boomers - Radio 12 - 26 - 20

Radio 12 - 19 - 20 Christmas Show

Retirement Lite - Radio 12 - 12 - 20

Tax Proposals & Tax Moves for an Unusual Year - Radio 12 - 05 - 20

How COVID will Change Aging & Retirement Part 2 - Radio 11 - 28 - 20

How COVID will Change Aging & Retirement Part 1 - Radio 11 - 21 - 20

The Best Month To Start Social Security - Radio 11 - 14 - 20

Make the Most of Medicare Enrollment - Radio 11 - 07 - 20

Estate Planning - Radio 10 - 31 - 20

Medicare - Open Enrollment - Radio 10 - 24 - 20

Don't Rush Into Social Security - Radio 10 - 17 - 20

How to Avoid the 'Cruelest Tax' Radio 10 - 10 - 20

Annual Financial Summit - Radio 10 - 03 - 20

Inheritance... It can be Tricky - Radio 09 - 26 - 20

Passing Value Through Generations - Radio 09 - 19 - 20

Preparing for the Next Crisis - Radio 09 - 12 - 20

Social Security Questions - Radio 09 - 05 - 20

The Impact of COVID-19 - Radio 08 - 29 - 20

Home Is Where The Tax Breaks Are - Radio 08 - 22 - 20

Markets Bombed and Investors Carried On - Radio 08 - 15 - 20

The Future of Senior Living - Radio 08 - 08 - 20

Making Money Decisions When the Future is Unclear - Radio 08 - 01 - 20

Profits Coming Back to the U.S. - Radio 07 - 25 - 20

Retirees Beware of these Tax Torpedoes - Radio 07 - 18 - 20

Health Care Planning - Radio 07 - 11 - 20

Happy Birthday America - Radio 07 - 04 - 20

Your Home As A Nest Egg - Radio 06 - 27 - 20

Why Markets Heed Job Losses - Radio 06 - 20 - 20

The Moral Hazard of Laid-off Workers Increased Income - Radio 06 - 13 - 20

The Long Road Back - Radio 06 - 06 - 20

Wishful Thinking is a Risky Bet - Radio 05 - 30 - 20

Radio 05 - 23 - 20

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1-11-2020

Radio 01 - 04 - 20

Radio 11 - 12 - 16

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Radio 10 - 29 - 16

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