Latest Episodes

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
![[REPLAY] 7 Common Retirement Mistakes That You Can Avoid](https://episodes.castos.com/64becfbf1b2c20-11173606/images/1561004/2023-Podcast-Image-3000x3000-copy.jpg)
February 10, 2020
[REPLAY] 7 Common Retirement Mistakes That You Can Avoid
How you can the take financial regrets of others, and turn them into a preventative education for you.
00:22:42
![[REPLAY] Can You Avoid Taxes In Retirement - If So, How?](https://episodes.castos.com/64becfbf1b2c20-11173606/images/1561003/2023-Podcast-Image-3000x3000-copy.jpg)
January 20, 2020
[REPLAY] Can You Avoid Taxes In Retirement - If So, How?
What's the deal with the year 2025? And other tips to protect yourself from rising taxes.
00:25:13