All Episodes

Decision 2020 & Your Money

Home Improvement Fever

Eddie Van Halen, Sammy Hagar & Chemistry

Realistically, Could Your Tax Return Look Like Trumps?

Election Protection 2020

Preparing For The 1st Ever Wealth Tax

Uncovering Hidden Risk in Your Equity Index Fund

Retirement Headwind: The Fiscal Health of the United States

Optimizing Your Investment "Pie"

"FORE" Tips to Better Your Finances

Reasons to Embrace Freedom & Rollover Your 401(k)

Is the Recession REALLY Over?

Help Your Heirs Avoid Those Costly Pitfalls

Investing vs Gambling: Know When to Hold 'em, Know When to Fold 'em

Celebrating Mom & The Lessons She Taught Us

Employer Gave You A Buyout Offer; Should You Stay Or Should You Go?

Balancing Realism & Optimism During The Pandemic

Is Quarantining is a Preview of Life After Your Career?

How Uncle Sam Is Stimulating Your Wallet

Quarantine Fever

Special Update: Patriot Wealth Clients

Market and News Hysteria Have You Worried?

How To React When Pandemic Volatility Strikes

Has the Coronavirus Infected Your Investments?

You (Yes, You) Need An Emergency Fund

Is DIY Right For You?

Darius Rucker - Family & Life In Charleston SC

Clearing Up The He Said She Said of Money

Should Your Portfolio Be Gold Plated?

How The SECURE Act Changed Your Retirement

Financial Resolutions for 2020 & Beyond

What Christmas Is Really About

Bizarre Taxes & Your Bottom Line

Having An Attitude of Gratitude

Tucker Carlson - America's Social Security & Pension Crisis

Is Lower Taxes in Retirement a Myth?

Using Smart Estate Planning To Avoid Probate

Smart Ways To Give

Investment Side Effects

Money Lessons With Monopoly

Innovative Tech - Embracing The Change

Alleviating Economic Anxiety

Uncle Sam Is Coming For Your IRA

Married to Debt

Taxes: Lessons Learned

Putting the "Green Jacket" on Your Money

Giving Is More Than Just Monetary

Compound Interest: Your Money's Best Friend

Recent Volatility & Reacting

Preventing a Personal Financial Crisis

This is the 1 Thing That Doesn't Change In Retirement

Is This The Worst Time To Retire?

Attitude and Gratitude

Stump Your Advisor

How To Find The Right Advisor For You

What Everyone Should Know About Renting vs. Owning

Keeping Your Score On Your Credit

Budgeting & The 50 30 20 Rule

Money Myths

4 Quarters of Finances

5 Small Steps to Retirement

Uncovering Hidden Fees

How To Cut Your Financial Fat

Solving Your Financial Rubik's Cube

Single Life & Money

Marriage & Money

How to Avoid Major Financial Mistakes

The Key To A Successful Retirement