Latest Episodes
October 01, 2020
032: How to Best Utilize Life Insurance
Many people buy the wrong life insurance products. It’s easy to make bad decisions when you don’t have a concrete financial plan in place,...
00:20:25
September 23, 2020
031: Target Date Funds & Age-Based Investing
We are all living in one of the craziest, most volatile markets in history. To get through it, you need a plan, and that...
00:20:26
September 03, 2020
030: Annuities Part 2: The Good, The Bad, and The Ugly
In last week’s episode, we started a deep dive into annuities: what they are, how they work, and why they might (or might not)...
00:19:17
August 27, 2020
029: Annuities: The Good, The Bad, and The Ugly
When many people think of annuities, they say, “Oh my gosh, that’s horrible.” Many people either love or hate them, but this is almost...
00:31:03
August 18, 2020
028: Reducing Mortgage Debt & Downsizing
As you transition into retirement, you’re likely looking to understand how to reduce mortgage debt and downsize without burning through your savings. There are...
00:17:06
July 23, 2020
027: What You Should Know About Paying For College
If you have kids, no matter what financial shape you and your family are in, you’re probably wondering how you’re going to pay for...
00:28:38