All Episodes

#113 - Market Update September 30, 2026

#112 - Overview of New Student Loan Program

#111 - Market Update August 31, 2026

#110 - Finance Fundamentals #2

#109 - Market Update July 31, 2026

#108 - Finance Fundamentals #1

#107 - Market Update June 30, 2026

#106 - 2026 SS and Medicare Funding Status

#105 - Market Update May 31, 2026

#104 - Key Lines from 2025 Tax Return for 2026 Planning

#103 - Market Update April 30, 2026

#102 - Financial Framework during Early Career

#101 - Market Update March 31, 2026

#100 - Should I Open a Trump Account?

#99 - Market Update February 28, 2026

#98 - Key Tax Documents and Tax Planning Moves for 2025

#97 - Market Update January 31, 2026

#96 - Reminder of Key OBBBA Tax Provisions

#95 - Market Update December 31, 2025

#94 - Father Forgets

#93 - Market Update November 30, 2025

#92 - 2025 Year-End Tax-Planning

#90 - Annnual Benefits Enrollment A

#91 - Market Update October 31, 2025

#90 - Annual Benefits Enrollment

#89 - Market Update September 30, 2025

#88 - Lessons Reinforced From 12,000 Feet

#87 - Market Update August 31, 2025

#86 - College Financial Tips for both Parents and Students

#85 - Market Update July 31, 2025

#84 - Summary of New Tax Bill (OBBBA)

#83 - Market Update June 30, 2025

#82 - Social Security and Medicare Funding Status

#81 - Market Update May 31, 2025

#80 - Options Primer

#79 - Market Update April 30, 2025

#78 - Key Lines from 2024 Tax Return for Better Planning

#77 - Market Update March 31, 2025

#76 - Key Tax Docs and Last Minute Tax Moves for 2024

#75 - Market Update February 28, 2025

#74 - Financial Framework for Gen Y and Gen Z

#73 - Market Update January 31, 2025

#72 - 2025 Implementation of Secure ACT 2.0 + SS Fairness Act

#71 - Market Update December 31, 2024

#70 - Father Forgets

#69 - Market Update November 30, 2024

#68 - Year-End Tax Planning

#67 - Market Update October 31, 2024

#66 - Annual Benefits Enrollment for 2025

#65 - Market Update September 30, 2024

#64 - SS Inflation Estimate and How Calc'ed

#63 - Market Update 8/31/2024

#62 - College Financial Tips for both Parents and Students

#61 - Market Update 7/31/2024

#60 - Will Equities Continue to Return 12% a Year?

#59 - Market Update 6/30/2024

#58 - Financial Framework for Early Career Update

#57 - Market Update 5/31/2024

#56 - SS + Medicare Funding Status

#55 - Market Update 4/30/2024

#54 - Want better tax planning? Here are key lines from your 2023 Tax Return

#53 - Market Update 3/31/2024

#52 - Last Minute Tax-Planning and Documents for Accountant

#51 - Market Update 2/29/2024

#50 - Inflation Update

#49 - Market Update 1/31/2024

#48 - 2024 Implementation of SECURE Act 2.0

#47 - Market Update 12/31/2023

#46 - Father Forgets

#45 - Market Update 11/30/2023

#44 - Financial Tips for the Newlyweds

#43 - Market Update 10/31/2023

#42 - Annual Benefits Enrollment

#41 - Market Update 9/30/2023

#40 - 2024 SS Benefit Inflation Estimate - 3.1 - 3.3%

#39 - Market Update 8/31/2023

#38 - Inflation - Coming Down but Still High

#37 - Market Update 7/31/2023

#36 - College Financial Tips for Parents and Students

#35 - Market Update 6/30/2023

#34 - Financial Framework for Early Career

#33 - Market Update 5/31/2023

#32 - Your 2022 Tax Return is Talking - LISTEN!

#31 - Market Update 4/30/2023

#30 - Social Security and Medicare Funding Status

#29 - Market Update 3/31/2023

#28 - Banks - Concerned, but not Worried

#27 - Market Update 2/28/2023

#26 - Round 2 of SECURE Act 2.0

#25 - Market Update 1/31/2023

#24 – SECURE Act 2.0 Highlights

#23 - Market Update 12/31/2022

#22 - Father Forgets

#21 – Market Update 11/30/2022

#20 - FTX Bankruptcy – What you should know

#19 – Market Update 10/31/2022

#18 – Social Security Inflation Adjustment for 2023 – 8.7%

#17 – Market Update August 31 2022

#16 – Fall Benefits Enrollment – Take a Closer Look

#15 – Market Update August 31 2022