All Episodes
Smart, Simple Wealth — 63 episodes
Episode 62: Kim Kardashian’s Advice Could Save Your Retirement: Unlikely Financial Wisdom
Episode 61: Happening Now: How Current Economic Shifts Could Affect Your Retirement
Episode 60: How Kids & Grandkids Influence YOUR Retirement Planning
Episode 59: Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning
Episode 58: Mistakes When Choosing A Financial Advisor
Episode 57: Tax-Saving Tips for Small Business Owners: Strategies to Minimize Your Tax Burden
Episode 56: Retirement Questions That Every Generation Is Asking
Episode 55: Securing Your Retirement: Dynamic Income Strategies to Safeguard Your Financial Future
Episode 54: Financial Wellness for Women
Episode 53: Tax Efficient Strategies for Smart Wealth Growth
Episode 52: Beyond Tax Season: The Year-Round Benefits of Proactive Tax Planning
Episode 51: The Incomplete Financial Plan
Episode 50: Four Ways The SECURE Act 2.0 Might Impact You
Episode 49: 5 Beneficiary Mistakes: Are You Accidentally Spoiling Your Retirement Plan?
Episode 48: 2023 Edition: 10 Point Checklist For Retirement Preparedness
Episode 47: The Retirement Marathon: Finishing The Race
Episode 46: Are You Thankful For The Financial Advice You Receive?
Episode 45: How Procrastination Dooms Your Financial Future
Episode 44: Should You Follow These Popular Retirement Rules of Thumb?
Episode 43: Why Your Retirement Plan Needs A Volatility Buffer
Episode 42: Introducing Attorney Stuart Mathews
Episode 41: Home Run Retirement Planning: How Baseball Principles Also Score Financial Runs
Episode 40: The Ins And Outs Of Long-Term Care Planning
Episode 39: Who Even Needs A Financial Advisor?
Episode 38: Do You Have A Money Bias? What’s It Costing You?
Episode 37: End of Year Tax Tips with Jeff Wicker, CPA
Episode 36: Charitable Planning Ideas With Special Guest Rebecca Hendrix, Food Bank of Northeast Arkansas
Episode 35: What To Know About Cyber Liability Insurance
Episode 34: What Every Business Owner Needs To Know About Health Insurance
Episode 33: Will Rogers' Retirement Advice
Episode 32: Financial Fact or Fiction
Episode 31: Retirement Planning For Business Owners
Episode 30: How Women Can Make Sure They’re Involved In Financial Decisions
The Things Nobody Says To Their Financial Advisor
End Of Year Planning Tasks
What Retirees Should Know About Wills & Trusts
Following The Financial Commandments
Financial & Estate Issues Particularly Challenging For Women
Meet New Attorney Kalee Haywood
Be Careful With DIY Legal Documents During COVID
What Mark Twain Can Teach Us About Money
How To Set Financial & Retirement Goals
Vital Takeaways From The Coronavirus Stimulus Bill For Individuals & Small Business Owners
What’s Your Desire To Retire?
Which Excuses Keep You From Retiring?
Where NOT To Get Financial & Legal Advice
How To Live A Retirement Without Regret
Retirement Constants That Affect Everyone
Why Are You Making Excuses For Sticking With The Wrong Advisor?
3rd & 4th Quarter Planning To-Do List
Protecting Business Assets
How The Proposed SECURE Act Might Damage Your Legacy
What Popular Proverbs Teach Us About Money
Tips & Tools for Meaningful Legacy Planning
Don't Utter These Famous Last Words
Summer Vacation
Lessons From Celebrity Estate Planning Mistakes
The Proper Steps To Name Legal Guardians For Your Children
Icebreakers: Best Ways To Kickstart The Retirement Conversation
The 5 Most Common “Pain Points” In Your Financial Life
Unique Estate Planning Needs For Farmers & Ranchers
Retirement & Legal Planning - When DIY Works (And When It Doesn't)
Coming Soon - An Introduction To The "Smart, Simple Wealth" Podcast