Latest Episodes
March 04, 2022
064: Why Tax Time is the Perfect Time to Review Your Retirement Plan
Tax season is about much more than just how much money you owe the IRS each year. It’s also a golden opportunity to review...
00:22:20
February 25, 2022
063: Weathering Market Downturns and the Future of Cryptocurrencies
If you’re watching the financial news every day, you’re probably feeling a little unsettled. We’re in the midst of 40-year high inflation over 7%...
00:29:29
January 28, 2022
062: The Pros and Cons of Investing in Cryptocurrency
Cryptocurrency is in the news every day. We hear stories all the time of people making big money with crypto. Billionaires like Elon Musk...
00:26:10
January 21, 2022
061: Preparing for Volatility in Unpredictable Times
If there is one thing that is very obvious about the near future, it’s that we’re living in very unpredictable times. Who would’ve thought...
00:14:26
December 17, 2021
060: Wrapping Up 2021 and Planning for the Future
If you think back to where you were a year ago, you were probably excited for life to get back to some kind of...
00:30:50
December 10, 2021
059: Creating a Year-End Checklist for Your Financial Plan
We’re all busy this time of year–not just with holiday parties and shopping for gifts, but with a number of major financial deadlines. On...
00:29:22