Podcasts
Podcast 106: Planning for Life's Inevitabilities: Social Security and Loss
Published: Nov. 6, 2023, 4 p.m.Duration: 17 minutes 56 seconds
Listed in: Business
Podcast 105: Legacy Matters: Making Wills and Trusts Work for You
Published: Oct. 23, 2023, 4 p.m.Duration: 30 minutes 24 seconds
Listed in: Business
Podcast 104: The Homebuyer's Guide: Unmasking Real Estate Myths
Published: Sept. 5, 2023, 8 p.m.Duration: 20 minutes 14 seconds
Listed in: Business
Podcast 103: The Biggest Little Farm: A Financial Movie with Lessons for Investors
Published: July 10, 2023, 4 p.m.Duration: 24 minutes 15 seconds
Listed in: Business
Podcast 102: Can Assuming a VA Loan Be a Smart Move for Veterans?
Published: Nov. 17, 2022, 11 a.m.Duration: 11 minutes 30 seconds
Listed in: Business
Podcast 101: The Art of the Negotiation
Published: Oct. 27, 2022, 10 a.m.Duration: 17 minutes 34 seconds
Listed in: Business
Podcast 100: How Do You Prepare Your Portfolio for What's Coming?
Published: Sept. 29, 2022, 10 a.m.Duration: 12 minutes 39 seconds
Listed in: Business
Podcast 99: What's the Impact of President Biden's Student Loan Forgiveness?
Published: Sept. 22, 2022, 10 a.m.Duration: 19 minutes 29 seconds
Listed in: Business
Podcast 98: Are You Aware of New IRS Changes that Could Affect Your IRA?
Published: Sept. 15, 2022, 10 a.m.Duration: 19 minutes 20 seconds
Listed in: Business
Podcast 97: What Can I Do with My Portfolio to help Beat Inflation?
Published: Sept. 8, 2022, 10 a.m.Duration: 11 minutes 56 seconds
Listed in: Business
Podcast 96: Can Backdoor Roth Conversions Help to Create Tax-free Income?
Published: Aug. 25, 2022, 10 a.m.Duration: 15 minutes 18 seconds
Listed in: Business
Podcast 95: How are Rising Interest Rates Affecting the Housing Market?
Published: Aug. 18, 2022, 10 a.m.Duration: 15 minutes 13 seconds
Listed in: Business
Podcast 94: Is the US Economy on the Verge of a Recession?
Published: Aug. 11, 2022, 10 a.m.Duration: 12 minutes 3 seconds
Listed in: Business
Podcast 93: Can I Claim My Ex-Spouse's Social Security Benefits?
Published: Aug. 4, 2022, 10 a.m.Duration: 11 minutes 44 seconds
Listed in: Business
Podcast 92: Can Utilizing the Step-up Basis Save Your Heir's Tax Dollars?
Published: July 28, 2022, 10 a.m.Duration: 11 minutes 52 seconds
Listed in: Business
Podcast 91: Do I Need to Have a Will in Place?
Published: July 21, 2022, 10 a.m.Duration: 10 minutes 9 seconds
Listed in: Business
Podcast 90: How to Prepare for Major Changes in the Tax Law
Published: July 14, 2022, 10 a.m.Duration: 21 minutes 3 seconds
Listed in: Business
Podcast 89: Can I Buy Extra I-bonds with Leftover Money from My Tax Returns?
Published: July 7, 2022, 10 a.m.Duration: 17 minutes 12 seconds
Listed in: Business
Podcast 88: Concerned How the Current Market May Affect Your Investments?
Published: June 30, 2022, noonDuration: 14 minutes 33 seconds
Listed in: Business
Podcast 87: The History of the Market and What it Means for Your Wallet NOW
Published: June 23, 2022, 5 a.m.Duration: 18 minutes 8 seconds
Listed in: Business
Podcast 86: What Should I Do If I've Named My IRA Beneficiary a Trust?
Published: June 16, 2022, 9 a.m.Duration: 14 minutes 38 seconds
Listed in: Business
Podcast 85: Who Should Consider Roth Conversions?
Published: June 9, 2022, 3 p.m.Duration: 15 minutes 50 seconds
Listed in: Business
Podcast 84: 3 Things to Do that May Raise Your Social Security Checks
Published: June 2, 2022, noonDuration: 13 minutes
Listed in: Business
Podcast 83: Do I Need to Add Venmo Transactions to My Tax Returns?
Published: May 26, 2022, noonDuration: 13 minutes 1 second
Listed in: Business
Podcast 82: What Opportunities Are There to Reduce the Tax Burden in Retirement?
Published: May 19, 2022, noonDuration: 13 minutes 57 seconds
Listed in: Business
Podcast 81: Why Do I Need a Power of Attorney?
Published: May 12, 2022, noonDuration: 11 minutes 18 seconds
Listed in: Business
Podcast 80: How Will Rising Interest Rates Affect Investors?
Published: May 5, 2022, noonDuration: 12 minutes 8 seconds
Listed in: Business
Podcast 79: How Will Inflation Affect Your Retirement Plan?
Published: April 28, 2022, 6 p.m.Duration: 11 minutes 23 seconds
Listed in: Business
Podcast 78: When is the Best Time to Turn On Social Security Benefits?
Published: April 21, 2022, 5 a.m.Duration: 20 minutes 6 seconds
Listed in: Business
Podcast 77: Who Gets Ownership of My Property After I Pass Away?
Published: April 14, 2022, 1 p.m.Duration: 18 minutes 30 seconds
Listed in: Business
Podcast 76: What Can I Do with My Roth IRA After Five Years?
Published: April 7, 2022, 2 p.m.Duration: 10 minutes 47 seconds
Listed in: Business
Podcast 75: What Really Goes on in a First Visit?
Published: March 28, 2022, 5 a.m.Duration: 11 minutes 24 seconds
Listed in: Business
Podcast74: Are You Sure You Want to Be an Executor?
Published: Oct. 13, 2021, 6 p.m.Duration: 15 minutes 32 seconds
Listed in: Business
Podcast73: The Greatest Financial Quotes of All Time
Published: Oct. 13, 2021, 6 p.m.Duration: 15 minutes 27 seconds
Listed in: Business
Podcast72: A Warning on Using Trusts to Get Medicaid
Published: Oct. 13, 2021, 6 p.m.Duration: 17 minutes 59 seconds
Listed in: Business
Podcast71: How Your Life Insurance Policy Could Generate Tax-Free Income
Published: Sept. 16, 2021, 7 p.m.Duration: 15 minutes
Listed in: Business
Podcast70: Getting Long Term Care Help from Medicaid
Published: Aug. 27, 2021, 4 p.m.Duration: 26 minutes 41 seconds
Listed in: Business
Podcast69: 4 Secrets to Beating the Average Investor
Published: Aug. 26, 2021, 6 p.m.Duration: 16 minutes 29 seconds
Listed in: Business
Podcast68: Sources of Income in Retirement
Published: Aug. 25, 2021, 7 p.m.Duration: 10 minutes 4 seconds
Listed in: Business
Podcast67: What is a Roth Forever Clock?
Published: Aug. 24, 2021, 7 p.m.Duration: 19 minutes 30 seconds
Listed in: Business
Podcast66: Common Social Security Mistakes Women Make
Published: Aug. 23, 2021, 7 p.m.Duration: 24 minutes 57 seconds
Listed in: Business
Podcast65: What Do You Do With a Billion Dollars?
Published: Aug. 23, 2021, 6 p.m.Duration: 25 minutes 44 seconds
Listed in: Business
Podcast64: Selling a Second Home
Published: Aug. 4, 2021, 11 p.m.Duration: 15 minutes 15 seconds
Listed in: Business
Podcast63: What Do You Do with a 401k Check?
Published: Aug. 4, 2021, 7 p.m.Duration: 11 minutes 51 seconds
Listed in: Business
Podcast62: How Does Social Security View an Annulled Marriage?
Published: Aug. 4, 2021, 2 p.m.Duration: 8 minutes 37 seconds
Listed in: Business
Podcast61: What Is the Best Way To Pay Off Debt?
Published: July 13, 2021, 6 p.m.Duration: 13 minutes 26 seconds
Listed in: Business
Podcast60: Selling a Rental Property and Tax Concerns
Published: July 13, 2021, 6 p.m.Duration: 15 minutes 24 seconds
Listed in: Business
Podcast59: Before You Start Social Security, You Must Answer These 4 Questions
Published: July 7, 2021, 6 p.m.Duration: 11 minutes 5 seconds
Listed in: Business
Podcast58: Is It Time You Exit Stocks?
Published: July 7, 2021, 6 p.m.Duration: 15 minutes 27 seconds
Listed in: Business
Podcast57: What Are Retirement Options for Teachers?
Published: July 6, 2021, 10 p.m.Duration: 18 minutes 58 seconds
Listed in: Business
Podcast56: Exposing 529 Plan Loopholes
Published: July 6, 2021, 8 p.m.Duration: 23 minutes 2 seconds
Listed in: Business
Podcast55: 5 Drawbacks to Only Having a 401k
Published: June 3, 2021, 4 p.m.Duration: 18 minutes 40 seconds
Listed in: Business
Podcast54: What are Cryptos and Are They Considered Currency?
Published: June 3, 2021, 4 p.m.Duration: 16 minutes 14 seconds
Listed in: Business
Podcast53: HELP! How Do I Handle Inherited Assets?
Published: May 12, 2021, 4 p.m.Duration: 18 minutes 44 seconds
Listed in: Business
Podcast52: Social Security Options for Divorced Women
Published: May 12, 2021, 4 p.m.Duration: 28 minutes 18 seconds
Listed in: Business
Podcast51: What happens when your Financial Advisor goes away?
Published: April 13, 2021, 3 p.m.Duration: 14 minutes 16 seconds
Listed in: Business
Podcast50: How do you track down a safety deposit box?
Published: April 9, 2021, 7 p.m.Duration: 16 minutes 1 second
Listed in: Business
Podcast49: Why does the Windfall Elimination Provision Exist?
Published: April 9, 2021, 6 p.m.Duration: 19 minutes 3 seconds
Listed in: Business
Podcast48: What are the asset gifting rules for inheritance?
Published: Feb. 25, 2021, 7 p.m.Duration: 26 minutes 46 seconds
Listed in: Business
Podcast47: Is Social Security going away?
Published: Feb. 25, 2021, 7 p.m.Duration: 12 minutes 10 seconds
Listed in: Business
Podcast46: 401k Rollover Mistakes
Published: Feb. 25, 2021, 7 p.m.Duration: 37 minutes 46 seconds
Listed in: Business
Podcast45: Social Security Survivor Benefits
Published: Feb. 4, 2021, 5 p.m.Duration: 32 minutes 40 seconds
Listed in: Business
Podcast44: Reasons to convert to a Roth
Published: Feb. 4, 2021, 5 p.m.Duration: 26 minutes 12 seconds
Listed in: Business
Podcast43: Should you start Social Security early?
Published: Jan. 22, 2021, 7 p.m.Duration: 29 minutes 21 seconds
Listed in: Business
Podcast42: Before you buy your next car.
Published: Jan. 21, 2021, 8 p.m.Duration: 19 minutes 25 seconds
Listed in: Business
Podcast41: Reilly's Laws of Tax Planning
Published: Jan. 7, 2021, 7 p.m.Duration: 18 minutes 1 second
Listed in: Business
Podcast40: Where can I get help regarding my DROP plan?
Published: Dec. 17, 2020, 7 p.m.Duration: 15 minutes 41 seconds
Listed in: Business
Podcast39: Windfall Elimination Provision workaround tips
Published: Dec. 17, 2020, 7 p.m.Duration: 26 minutes 33 seconds
Listed in: Business
Podcast38: Social Security tips for Mom and Pop businesses
Published: Dec. 17, 2020, 7 p.m.Duration: 21 minutes 3 seconds
Listed in: Business
Podcast37: Financial questions you should ask before you get married.
Published: Dec. 17, 2020, 7 p.m.Duration: 17 minutes 12 seconds
Listed in: Business
Podcast36: What are the rules for 403b savings plans?
Published: Dec. 17, 2020, 7 p.m.Duration: 18 minutes 57 seconds
Listed in: Business
Podcast35: How does the surrender period on annuities work?
Published: Nov. 3, 2020, 5 p.m.Duration: 21 minutes 56 seconds
Listed in: Business
Podcast34: What happens to your SSI benefits when you reach Social Security age?
Published: Nov. 3, 2020, 5 p.m.Duration: 14 minutes 48 seconds
Listed in: Business
Podcast33: Saving on Taxes with Net Unrealized Appreciation
Published: Oct. 23, 2020, 3 p.m.Duration: 20 minutes 27 seconds
Listed in: Business
Podcast32: Are stock slices a good idea?
Published: Oct. 22, 2020, 11 p.m.Duration: 16 minutes 52 seconds
Listed in: Business
Podcast31: What blacklisted asset classes should I avoid?
Published: Oct. 22, 2020, 7 p.m.Duration: 16 minutes 33 seconds
Listed in: Business
Podcast30: How to turn your assets into a monthly check
Published: Oct. 5, 2020, 8 p.m.Duration: 25 minutes 56 seconds
Listed in: Business
Podcast29: What questions should you ask your Trustee
Published: Oct. 5, 2020, 4 p.m.Duration: 20 minutes 52 seconds
Listed in: Business
Podcast28: Here is what you need to know about annuity fees
Published: Oct. 5, 2020, 4 p.m.Duration: 31 minutes 32 seconds
Listed in: Business
Podcast27: Is Student Loan Debt Delaying Your Retirement?
Published: Oct. 5, 2020, 4 p.m.Duration: 20 minutes 29 seconds
Listed in: Business
Podcast26: What is the Windfall Elimination Provision?
Published: Sept. 30, 2020, 4 p.m.Duration: 15 minutes 53 seconds
Listed in: Business
Podcast25: Why You Need Your Social Security Login Now
Published: Sept. 16, 2020, 4 p.m.Duration: 25 minutes 25 seconds
Listed in: Business
Podcast24: Are You Financially Helping Your Adult Kids Too Much?
Published: Sept. 16, 2020, 4 p.m.Duration: 14 minutes 8 seconds
Listed in: Business
Podcast23: Looking for a career late in life
Published: Sept. 16, 2020, 4 p.m.Duration: 12 minutes 52 seconds
Listed in: Business
Podcast22: How do Dividends Work?
Published: Sept. 14, 2020, 4 p.m.Duration: 18 minutes 29 seconds
Listed in: Business
Podcast21: Profile of the average scam victim
Published: Sept. 13, 2020, 3 p.m.Duration: 22 minutes 13 seconds
Listed in: Business
Podcast20: You're a Millionaire, Now What?
Published: Sept. 2, 2020, 2 p.m.Duration: 16 minutes 22 seconds
Listed in: Business
Podcast19: Ways to manage credit card debt
Published: Sept. 2, 2020, 1 p.m.Duration: 25 minutes 51 seconds
Listed in: Business
Podcast18: When is the right time to use an annuity?
Published: Aug. 12, 2020, 4 p.m.Duration: 20 minutes 30 seconds
Listed in: Business
Podcast17: How to retire early
Published: Aug. 7, 2020, 4 p.m.Duration: 21 minutes 57 seconds
Listed in: Business
Podcast16: How can I financially help my children pay for college?
Published: Aug. 6, 2020, 4 p.m.Duration: 17 minutes 54 seconds
Listed in: Business
Podcast15: Should I take my employers stock option plan?
Published: Aug. 6, 2020, 2 p.m.Duration: 18 minutes 40 seconds
Listed in: Business
Podcast14: What are Thrift Savings Plan (TSP) Options?
Published: July 24, 2020, 8 p.m.Duration: 16 minutes 16 seconds
Listed in: Business
Podcast13: Buying an RV in Retirement. Here is What I Think.
Published: July 24, 2020, 8 p.m.Duration: 21 minutes 53 seconds
Listed in: Business
Podcast12: Student Loan Debt Reaching a Crisis Level!
Published: July 24, 2020, 7 p.m.Duration: 17 minutes 22 seconds
Listed in: Business
Podcast11: How is Social Security Taxed?
Published: July 24, 2020, 7 p.m.Duration: 17 minutes 28 seconds
Listed in: Business
Podcast10: 20 Things the Rich Do That the Poor Does Not Do
Published: July 24, 2020, 7 p.m.Duration: 24 minutes 57 seconds
Listed in: Business
Podcast09: What are Social Security Spousal Options?
Published: July 9, 2020, 3 p.m.Duration: 16 minutes 25 seconds
Listed in: Business
Podcast08: The truth about Real Estate Investment Trusts (REIT)
Published: July 9, 2020, 1 p.m.Duration: 12 minutes 49 seconds
Listed in: Business
Podcast07: Late start saving for retirement? Here's what to do.
Published: July 8, 2020, 1 p.m.Duration: 14 minutes 57 seconds
Listed in: Business
Podcast06: Can I buy real estate with my IRA?
Published: July 7, 2020, 3 p.m.Duration: 17 minutes 45 seconds
Listed in: Business
Podcast05: What to do when 401(k) loan comes due
Published: July 7, 2020, noonDuration: 16 minutes 54 seconds
Listed in: Business
Podcast04: How much do you know about Social Security?
Published: May 15, 2020, 5 p.m.Duration: 28 minutes 58 seconds
Listed in: Business
Podcast03: Millennial Money Management Mistakes
Published: May 12, 2020, 5 p.m.Duration: 14 minutes 13 seconds
Listed in: Business
Podcast02: What are the basics of Financial Planning
Published: May 8, 2020, 4 p.m.Duration: 17 minutes 28 seconds
Listed in: Business
Podcast01: Knowing when to turn on Social Security
Published: May 5, 2020, 5 p.m.Duration: 14 minutes 32 seconds
Listed in: Business