All Episodes
Wisdom on Wealth — 165 episodes · page 1 of 2
Don't Settle for a Retirement Plan, Part 2
Don't Settle for a Retirement Plan, Part 1
Decision Making: Too Hot, Too Cold or Just Right?
Learning from the Ghosts of Christmas Past, Present and Future
Crisis: Will It Crater You or Create You?
You Have to Want Help
Time Management Is a Myth - Part 2
Time Management Is a Myth - Part 1
Should I Invest in My Friend's Business?
Overcoming the Fear of "It's Not Enough"
Good Intentions Make Terrible Estate Plans
The Truth About Those Reverse Mortgages
Estate Planning for the Not-Ready
Not Everyone Wants the Same Thing in Retirement
Confidence Is a Result, But Courage Is a Choice
Long-Term Care - The Costs You Never Thought Of
Growing Your Business The Right Way
Passive Procrastination Produces Profound Problems
Cash: The Overlooked Asset
In a Rut at Work
Facing the Future with Fear or Faith
Retiring with More Than Enough
Reacting v. Responding
Retirement Choice - Lump Sum or Monthly Check?
Wealth Coordination - The Key to Financial Agility
Budget Buster - Right Math on Wrong Path
Boomers - This Is Not Your Parents' Retirement
Givers, Takers and Everybody Else
Coronavirus: Not a Good Reason to Delay Planning
Two Kinds of Money in Retirement
What to Do When the Stock Market Slides?
Investing or Speculating?
Who Gets What in a Divorce?
When and How to Help
Build Down, Then Build Up
Lessons from a Crisis
Thoughts on Freedom and Easter
Create a New Past
Are You Robbing Tomorrow to Fund Today?
Seeing the Big Picture
Good Intentions are Never Enough in Estate Planning
Auto Insurance Basics
Small Steps in Retirement Planning
Understanding How We Age
You Have Enough Time
The SECURE Act - What Is Congress Telling Us?
Dealing with Belief and Unbelief at Work During Christmas
Obstacles to Wealth
Debt - Count the Cost...All of It
Career Advice from Coach O
Compounding Decisions
What to Do on a Rainy Day?
Play a Scrimmage Game
Parenting to Give or Parenting to Get
Is My Ex Entitled to My Social Security Benefits?
Scam Alert! Is the IRS Suing Me?
Marital Communication Improves Marital Money
How Much Life Insurance Do You Need?
Do I Need Long-Term Care Insurance?
Common Financial Mistakes
Diversification (Part 2)
Diversification (Part 1)
Transform Your Emergency Fund into an Opportunity Account
How to Teach Your Children About Money
I Paid Half My Income in Taxes
I Don't Want to Make My Children Rich
Frozen by Fear
Priorities (Part 1)
Enough Is Enough
Fear - Understand It to Overcome It
Resolved - This Year I Will Prepare (Part 2)
Resolved - This Year I Will Prepare (Part 1)
Perspective for a Frantic Family Guy
What Happens After You Die?
When Should You Start Taking Social Security? (Part 2)
When Should You Start Taking Social Security (Part 1)
What to Do with My Unspent RMDs
Get Rid of the Gold Diggers
Money Is a Great Tool But a Lousy Goal
Habits of Thrift
Pension or Lump Sum, Which Should I Choose?
Mortgage Choice - Economic or Emotional?
What You Must Do If You Want to Sell Your Small Business (Part 2)
What You Must Do If You Want to Sell Your Small Business (Part 1)
Planning & Practicing Your Financial Priorities
Believing lies versus dealing with the truth
Why past performance does not predict future results
And what will you do if you catch that car?
The power of hope
Hoarding versus spending
Seeking income in a low interest world
Mistaking investing for a financial plan
Debt: the easy way out is not always the best
The family business – are you raising children or successors?
Law of diminishing intent
Why save money?
Will power – plan your estate wisely
Should you serve as an individual trustee?
Do you have more money smarts than a doctor?
How to make financial decisions