147 Episoade

  1. #067 - Why are banks failing and should we be concerned about more failures?

    Publicat: 23.03.2023

  2. #066 - Common tax forms retirees get at tax return time

    Publicat: 16.03.2023

  3. #065 - 7 Social Security myths, with Devin Carroll (Part 2 of 2)

    Publicat: 09.03.2023

  4. #064 - 7 Social Security myths, with Devin Carroll (Part 1 of 2)

    Publicat: 02.03.2023

  5. #063 - Q&A edition...401(k)s & Highly Compensated Employees, interest rates & Social Security, inherited 401(k) distributions and MORE!

    Publicat: 23.02.2023

  6. #062 - Introduction to Investing (Part 6 of 6) - Creating and managing your portfolio

    Publicat: 16.02.2023

  7. #061 - Introduction to Investing (Part 5 of 6) - Cash and alternative investments

    Publicat: 09.02.2023

  8. #060 - Introduction to Investing (Part 4 of 6) - All about mutual funds and exchange traded funds ("ETFs")

    Publicat: 02.02.2023

  9. #059 - Introduction to Investing (Part 3 of 6) - All about bonds

    Publicat: 26.01.2023

  10. #058 - Introduction to Investing (Part 2 of 6) - All about stocks

    Publicat: 19.01.2023

  11. #057 - Introduction to Investing (Part 1 of 6) - Background considerations and explanation of account types

    Publicat: 12.01.2023

  12. #056 - New RMD rules and other retirement planning changes in SECURE 2.0 Act of 2022

    Publicat: 05.01.2023

  13. #055 - Financial planning and divorce, with Amy Colton (Part 2 of 2)

    Publicat: 29.12.2022

  14. #054 - Financial planning and divorce, with Amy Colton (Part 1 of 2)

    Publicat: 22.12.2022

  15. #053 - What is tax planning?

    Publicat: 15.12.2022

  16. #052 - Q&A edition...457(b) plans, Roth 401(k) conversions, wash sales, Treasury notes and MORE!

    Publicat: 08.12.2022

  17. #051 - Introductory overview of the Federal income tax system

    Publicat: 01.12.2022

  18. #050 - What I'm thankful for (from a retirement planning perspective)

    Publicat: 24.11.2022

  19. #049 - The basics of estate planning

    Publicat: 17.11.2022

  20. #048 - Q&A edition...the Social Security "Earnings Test," 401(k) RMDs, tax gain harvesting and MORE!

    Publicat: 10.11.2022

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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!

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