Latest Episodes
August 28, 2023
084: Legacy Planning: Mistakes to Avoid to Secure Your Wealth
There are things that are within our control and some that are not. Time doesn’t stop, and everybody gets older, but one thing that...
00:22:51
June 28, 2023
083: Market Volatility: What the Markets Are Telling Us
Fear of missing out is a real thing. Everyone is looking for 15-20% returns and this can prompt people to make risky decisions–especially when...
00:19:26
June 21, 2023
082: Consumer Credit and Rising Debt: Managing Your Spending in Today’s Economy
Consumer credit is at an all-time high. Credit card debt is pushing $1.25 trillion and headed upwards. Inflation’s high, consumer spending is high, and...
00:18:26
May 26, 2023
081: Saving with Pretax Contributions or Roth Accounts and Minimizing Your Tax Liabilities
After a brief hiatus, we’re back with a timely episode to answer a popular question: Is it better to save with pretax dollars or...
00:21:05
March 22, 2023
080: Making Sense of The Debt Bubble and Rising Default Rates
Between inflation, a possible recession, and bank failures, our economy feels chaotic right now. However, that doesn’t mean that now’s the time to panic. ...
00:23:36
February 21, 2023
079: What Is Your Plan as a Retiree?
You worked hard. You built a life, had a career, and hit some milestones along the way–and now you’re retired. So what are you...
00:15:05