Latest Episodes

June 11, 2020
024: What Do I Do With My Old 401K?
If you and your spouse have worked multiple jobs over the course of your life, you may have old 401(k) plans with former employers...
00:19:34

May 28, 2020
023: What You Need to Know About the COVID-19 Stimulus with Doug Mayr
Our country’s response to the COVID-19 crisis seems to be changing not just day-by-day, but minute-by-minute. Between the CARES Act, the stimulus package, PPP...
00:28:54

May 14, 2020
022: Are We in a Recession?
As the COVID-19 pandemic continues all across the world, we’ve seen some of the most discouraging jobs and unemployment reports in recent history. A...
00:13:23

April 30, 2020
021: COVID-19 and What It Means for Your Retirement
After an 11 year bull run, the crisis caused by the COVID-19 has proven to be the real deal from both a health and...
00:19:59

March 12, 2020
020: Talking About the SECURE Act with Logan Phillips
Today we're digging in a bit deeper and talking more about The SECURE Act with estate planning attorney, Logan Phillips. The thing that the...
00:24:10

March 03, 2020
019: What You Need to Know about the SECURE Act
The SECURE Act, also known as the Setting Every Community Up for Retirement Enhancement Act of 2019, came into effect on January 1st, 2020....
00:19:03