Latest Episodes
October 22, 2020
034: Taxes in Retirement: Part 2
In the previous episode of this podcast, we explored what taxes currently mean for retirees - and why taxes are the most expensive thing...
00:17:19
October 16, 2020
033: Taxes In Retirement: Part 1
Taxes are the single biggest expense that people have in retirement. Everyone wants to have a plan in place to deal with them, but...
00:20:10
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