Latest Episodes
March 19, 2021
042: Smart Tax Strategies for Individuals Entering Retirement
For years, the conventional wisdom has been to grow your assets tax-deferred while you work, then pay taxes on that money when you’ve entered...
00:18:34
March 05, 2021
041: Women in Retirement
Why is it important for women to have a written income plan? Why is it more important for women than men? It’s simple: 80%...
00:20:07
January 29, 2021
040: Health & Wealth: Why Both Are So Important - Part 2
Staying in shape has a huge impact not just on your physical health, but your mental and financial health as well. If you want...
00:40:14
January 15, 2021
039: Health & Wealth: Why Both Are So Important
Every new year, people make resolutions to lose weight or just get in shape. So, what does that have to do with retirement? It’s...
00:34:05
December 30, 2020
038: Charitable Giving with Pat Puhl - Part 2
In the first part of this series, Pat Puhl joined the podcast to talk about operating a sustainable nonprofit in 2020, what he did...
00:14:37
December 23, 2020
037: Charitable Giving with Pat Puhl - Part 1
Charitable giving is more important now than ever before. The challenges, setbacks, and losses caused by COVID-19 have affected not just families and businesses,...
00:30:20