All Episodes
Your Money & Your Life Podcast — 165 episodes
The Capital Gains Tax Surprise- A Mistake That Can Cost Your Family Hundreds of Thousands
Artemis II & Your Retirement — Why Planning Matters More Than the Launch
War, Markets & Your Money (Part 2) — Being Prepared
War, Markets & Your Money (Part 1) — Why “This Time Is Different” Usually Isn’t
Smart Tax Moves Before April 15- 2026 Updates You Need to Know
What Can Burn You — Investment Traps That Hurt Families
Winter Storms & Financial Reality: The Costs That Catch Retirees Off Guard
New Year’s Resolutions for 2026 — Where Health, Relationships, and Money Intersect
3 Holiday Conversations to Have About Money – Christmas 2025 Edition
Smart Year-End Planning Moves You Can Still Make in 2025
Thanksgiving, Family & Signs They May Need Help: A Long-Term Care Planning Conversation
Year-End Tax Planning: Above, Below, and Beyond the Line
SALT, Seniors & the Big Year-End Bake-Off: Mixing Tax Law, Charity & Roth Conversions Before 2025 Closes
4th Quarter Countdown: Smart Moves for Retirees in 2025
Millions Dropped: The Medicare Advantage Shake-Up for 2026
Mailbag: NJ Property Tax Relief, Life Insurance Pitches & Roth 401(k)s
When Interest Rates Drop, But Inflation Won’t: The Retirement Squeeze
Portability, Pitfalls, and Protecting Your Estate from Big Mistakes
A Deeper Dive Into The One Big Beautiful Bill
How Retirees Can Benefit from the One Big Beautiful Bill
Estate Tax Shakeup and New Breaks For Seniors (What You Need To Know)
Fear of Feeling Foolish: What Investors Get Wrong About Getting Back In The Market
Double Trouble: Avoiding Double Taxation on Your Retirement Income
The End of Taxes on Social Security? What Retirees Need to Know
The Garden State Giveback: Navigating NJ Property Tax Benefits
Tariffs, Tariffs, Tariffs
Stock Market Turmoil - Is It Time To Panic? Part 2
Panic or Patience? The Truth About Market Drops & Smart Investing
Smart Tax Moves: Maximize Savings Before April 15th
DOGE, Tariffs and the real problem with Government Spending
California Wildfires: What You Need To Know To Protect You And Your Family
What’s in store for 2025 AND …It’s been 25 years since Y2K! Lessons Learned
3 Holiday Conversations to Have About Money
Year End Roth IRA and Tax Planning
2024 Election Aftermath: Planning & Tax Implications – No Tax on Social Security?
Mistakes To Avoid During Medicare Open Enrollment
Weathering the Storm: Preparation and Navigating Homeowners and Flood Insurance
The 2025 Social Security Increase & New Jersey Triple Tax Benefit
Unrealized Capital Gain Taxes: Will You Have to Pay? Myths, Truths, and the Real Financial Blind Spots
Summer Winds Give Way Toward Election Year Worries
Financial News Making You Nervous? Do The Opposite!
Managing Your Financial Plans Amid Election Year Turmoil
A Warning To Those Neglecting Their Estate Plans
Good Retirement Planning Is Like Independence Day!
The Tax Pitfalls Of Gifting Your House To Your Family
Scammers Tried To Steal Graceland; How To Protect Against Real Estate Fraud
Get Your House In Order – Retiree Insurance
Get Your House In Order – Goodbye Tax Season, Hello Tax Planning for 2024
Get Your House In Order – Estate Planning for 2024
HSA Opportunities & Moves to Consider Before April 15th
Driverless Cars, Missed Medical Expenses & Tax Breaks
Little-known Tax deduction for your Valentine
Successful Retirement Planning Is Like The Movie “Groundhog Day”
Bad News Is Good News?
New Year’s Resolutions + Lessons From 2023
3 Conversations To Have About Money Over The Holidays
Year End Planning: “In the Red Zone” (Part 2)
Year End Planning: It’s Not Too Early (Part 1)
Medicare Mistakes To Avoid During Open Enrollment Season
Identity Theft: The Reality, Risks, and How to Stay Safe
Get Your House in Order! Why You Need an Estate Plan
Your Health Span vs Your Life Span
Social Security Cost Of Living Changes For 2024 – What Does That Mean For You?
Government Bonds Downgraded – What Does That Mean to Me?
100th Episode Spectacular! Looking Back On Our Prior Shows
Mailbag: Should I Sell The Family Farmland I Inherited? And More
Should I Move to Another State to Save Money on Taxes & Expenses?
Artificial Intelligence: Should We Be Afraid?
The U.S. Debt Ceiling Drama Continues
U.S. Debt Ceiling And Federal Reserve Rate Hikes- Insights For Investors
What Is Reinvestment Risk?
The Taxman Cometh – 2023 Edition
Bank Failures & Your Investment Planning – What’s Happening Now?
What is ESG Investing? Don’t Get Fooled
Is Social Security Going Broke? Myths, Truths & Opportunities
Threats, Traps, and Tips for Tax Season
Landmines and Opportunities in SECURE Act 2.0
2022 Year in Review
Year End Planning (It’s Not Too Late)
The FTX Scandal: The Difference Between Wisdom & Knowledge
The Elections are Over! Now What?
ABC’s of Medicare
Weather the Storm and Don’t Lose Focus
Inflation, Early Retirement, & Proposed Changes to Social Security
What the Inflation Reduction Act Means for Planning
Lessons Learned: 40th Anniversary of the Historic Bull Run
Summer Heat and Economic Stress
The Risk of Losing Financial Independence
Should We Be Worried? Inflation, Interest Rates and Bonds
Solutions to Investor Anxiety
The Cycle of Investor Anxiety
Inflation, Interest Rates, and Investment Volatility - Part 2
Inflation, Interest Rates and Bond Prices - Oh My!
Winners and Losers 2 Years After Covid Market Crash
Proposed IRA Changes and Roth Tax Tips
Facing Geopolitical Risk
How Media Hype Can Lead to Bad Retirement Decisions
Coming Economic Storms and Media Mania
Economic Storms in 2022 - Part 2
Economic Storms in 2022 - Part 1
2021 Year in Review
The Season of Giving
Inflation, Infrastructure, and Medicare Increases in 2022
The ABC’s of Medicare
Important Ages in Retirement
Bonds, Interest Rates, and Tax Proposals
5 Financial Biases to Avoid
Finding a New Path and Perspective after 9/11
Budgeting Time and Money - With Ten Kids!
The Hidden Value of an HSA
Is It Still A Good Time to Refinance?
Passing Down An Inheritance
What To Do With Your Pandemic Savings?
Who is the Rich?
Moving to a Tax-Friendly State
New Inflation Numbers, What Do They Mean?
How Could the Capital Gains Tax Affect You?
What You Need to Know About Continuing Care Retirement Communities
Infrastructure Bill and Future Taxes
What Does the Stimulus Package Mean For You?
Wall Street Approach vs Academic Approach
GameStop Stock Situation
What Should You Be Thinking About For 2021?
The Highlights & Lowlights - Wrapping Up 2020
End of Year Financial Checklist + Market Update
Evaluating the End of the Year 2020
How This Election Compares to Previous Years
Planning for Social Security Benefit Changes
Electionomics
Obsolete Financial Planning Axioms
Stock Market & Real Estate Update
Preparing For Financial Storms
Have You Made a 'Corona Purchase'?
What Happens Financially After the Loss of a Spouse?
Assess Your Financial Health With A Stress Test
Financial Lessons from Mark Twain & Picking the Right IRA
June Economic Update
How Have Our Clients Been Doing Through Quarantine?
What Does Economic Health Looks Like?
The Latest Financial Update on Coronavirus
Coronavirus Update: Understanding the CARES Act
Coronavirus Market Update
Revisiting the SECURE Act: Inherited IRAs
Coronavirus, Impeachment, & Election – How News Might Affect Our Retirement
Surviving The Sandwich Generation
RMDs: Are You Billy Or Are You Bruce?
2019 Financial Year in Review
SECURE Act Update Heading Into 2020
Understanding 2020 Medicare Premiums and IRMAA Surcharges
Common Misunderstandings When It Comes to Social Security
How Legal Documents Impact Your Finances and Retirement - Part 2
How Legal Documents Impact Your Finances and Retirement - Part 1
What Can We Learn About Retirement from Flying?
What Can We Learn From Interest Rates?
Use the 3rd & 4th Quarter to Get Your Finances Organized
Should You Be Worried About Large Drops in the Stock Market?
Should New Technology Influence Your Investment Strategy?
How The SECURE Act Might Impact Your Retirement Planning
"Fake News" Impacting Your Financial Life
Recent Headlines: Last Month's Volatility & Brexit
Plan Your Summer Vacation & Your Retirement
5 Key Retirement Planning Mistakes
College Planning And The Looming Debt Crisis
Presidential Candidates & Future Tax Rates
Coming Soon - Introducing The Your Money & Your Life Podcast