All Episodes
Smart Money — 123 episodes
Selling Your Life Insurance Death Benefit
Trusts, Wills and Legacy Planning
Dealing with a Bear Market
Interest Rates, Mortgage Rates and The Housing Market
Special Guest Host Eric Dileo
Rising Interest Rates and How They Affect You
Strategies to put more money in your pocket!
Market Volatility & Inflation
Making the Right Financial Decisions
Taxes and The Power of When
What Your Financial Team Should Look Like
Smart Money and a Smart Life!
Custom Reverse Mortgages
An Interview with the Mayor of Laguna Niguel
How to get income without paying taxes
Your Taxes and Your Money - What You Need to Know
Custom Business Planning
Strategies to Help Lower and Shorten Your Mortgage Costs
Maximize Your Social Security
Your Guide To Medicare
Retirement for Women with Special Guest Audrey West
Protecting and Growing Your Retirement Assets
Long-Term Care Options
How To Deal with Market Downturns and Medicare
The Retirement Planning Process with Eric Dileo
Creating a Retirement Plan
Why You Need a Fiduciary and a Second Opinion on Your Finances
The Top Concerns About Your Money, The Stock Market and Your Future
Tax Reduction Strategies Your CPA May Not Know About
A Letter of Last Instruction
Bracing Yourself for a Possible Reccession
Long-Term Care Planning
Should you Rent or Buy? Should I downsize?
End of Year Tax and Investment Planning
Color of Money
Celebrities Legacy Planning Mistakes
Tax-Free Income For Retirement
What You Need to Know the 5 Years Before You Retire
Reform Through Education
Longterm Care and VA Benefits
How To Make Your Retirement Fun!
5 Years Before You Retire
Long Term Care and Birthdays
Retirement Living
Top 5 Decisions to Make In Your 60's
Dealing with Market Volatility
Working with a Financial Professional.
Why Do I Need A Financial Advisor?
Managing Your IRA
What to do in the event of a personal injury
The New Tax Cuts
How To Help Your Family Pay for College
The 3 Kinds of Saftey Nets
Working With an Advisor, What to Expect
Retirement Checklist
Create A Retirement You Can Be Proud Of
Maximize Your Benefits
Top Questions Your Advisors Should Be Asking You
How Much Are Your Investments Costing You?
Are You Retirement Ready?
Prepare for Your Greatest Game
Top Concerns of Retirement
Maximize Your Social Security Benefit
Top Concerns of Retirement
Longterm Care and VA Benefits
401(k) Basics
Tax Tips and Social Security
Long Term Care and Birthdays
Is Your Retirement Prepared for a Bear Market?
Dealing with Market Volatility
Understanding Different Types of Annuities
The New Tax Cuts
Working With an Advisor, What to Expect
Are You Retirement Ready?
Long Term Care For Your Aging Parents
Long Term Care for Veterans
Year-End Retirement Planning
Social Security and Investment Strategies
4 Crucial Concerns About Your Financial Future
Medicare Strategies
The Costs of Financial Procrastination
Tax Preparation with Tim
Medi-Cal and Medicare
Don’t Let Tuition Top Your Retirement
Medicare Strategies
Medi-Cal and Medicare
What an IRA Can Do for Your Retirement
Caring for Aging Parents In Retirement
Social Security and Investment Strategies
The Benefits of Life Insurance
Empowering Women in Retirement
Retirement Rumors to Ignore
Long Term Care for Veterans
Legacy Planning Basics
Avoiding Social Security Confusion
Retirement Prep Work
Your Financial Pyramid
Caring for Aging Parents In Retirement
Social Security and Investment Strategies
Long Term Care and Veterans Benefits
8 Must-Know Social Security Rules
What’s Your Favorite Color?
How Social Security Impacts Your Retirement
5 Ways You Can Help Protect Your Retirement Income
Retirement Tax Planning: Roth IRA
Empowering Women in Retirement
Legacy Planning Basics
Retirement Tax Planning: Roth IRA
Balancing Your Portfolio
Dealing with an Unstable Market
Social Security: What You Should Know
Getting to Know Kevin Richards
The Future of U.S. Taxation
What’s Your Favorite Color?
Creating Income for Life
How Social Security Impacts Your Retirement
Caring for Aging Parents In Retirement
Taxes and Your Retirement
IRA and Legacy Planning
Will Social Security Be Enough?
Goals For The New Year
Tips to Help Build a Solid Retirement Plan
Choosing a Financial Professional