Podcasts
Ep 105: How The 2024 Election Results Will Affect Your Taxes
Published: Jan. 2, 2024, noonDuration: 9 minutes 34 seconds
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Ep 104: Do You Need A Trust?
Published: Dec. 19, 2023, noonDuration: 15 minutes 11 seconds
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Ep 103: The Probate Process. An Overview Of How Probate Works When Someone Dies.
Published: Dec. 5, 2023, noonDuration: 13 minutes 11 seconds
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Ep 102: Are You Listed As A Trustee? Here Is What You'll Need To Know.
Published: Nov. 21, 2023, noonDuration: 12 minutes 20 seconds
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Ep 101: The "Experts" Should Be Avoided
Published: Nov. 7, 2023, noonDuration: 10 minutes 3 seconds
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Ep 100: Stages Of Life & Wealth By Decade
Published: Oct. 24, 2023, 11 a.m.Duration: 14 minutes 5 seconds
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Ep 99: Are Baby Boomers The Luckiest Generation Alive?
Published: Oct. 10, 2023, 11 a.m.Duration: 12 minutes 15 seconds
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Ep 98: How Much Money Do You Need For Retirement? Probably Less Than You Think.
Published: Sept. 26, 2023, 11 a.m.Duration: 10 minutes 38 seconds
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EP 97: Should You Be Working With A Mega Financial Advisory Firm?
Published: Sept. 12, 2023, 11 a.m.Duration: 12 minutes 8 seconds
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Ep 96: Managing Your Finances When Aliens Arrive
Published: Aug. 29, 2023, 11 a.m.Duration: 12 minutes 48 seconds
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Ep 95: Community Finance
Published: Aug. 15, 2023, 11 a.m.Duration: 9 minutes 41 seconds
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Ep 94: Will The Student Loan Payment Restart CrashThe AirBnB Rental Market?
Published: Aug. 1, 2023, 11 a.m.Duration: 10 minutes 40 seconds
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Ep 93: Financial Considerations of Becoming A NOMAD
Published: July 18, 2023, 5 a.m.Duration: 12 minutes
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Ep 92: The College Enrollment Cliff - Why College Will Get LESS Expensive
Published: July 4, 2023, 11 a.m.Duration: 13 minutes 57 seconds
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Ep 91: The One Trillion Dollar Coin
Published: June 20, 2023, 11 a.m.Duration: 12 minutes 23 seconds
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Ep 90: Should You Count Your Home As A Retirement Asset?
Published: June 6, 2023, 11 a.m.Duration: 9 minutes 56 seconds
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Ep 89: The Average Household Retirement Savings Account Balance
Published: May 23, 2023, 11 a.m.Duration: 14 minutes 49 seconds
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Ep 88: Money Tips We Can Learn From The Top 5 Regrets Of The Dying
Published: May 9, 2023, 11 a.m.Duration: 11 minutes 57 seconds
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Ep 87: What Is A "Run" On A Bank?
Published: April 25, 2023, 11 a.m.Duration: 11 minutes 14 seconds
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Ep 86: Student Loan Forgiveness Is A Scam
Published: April 11, 2023, 11 a.m.Duration: 11 minutes 14 seconds
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Ep 85: Long-Term Retirement Outlook; Prosperity or Future Doom?
Published: March 28, 2023, 11 a.m.Duration: 10 minutes 56 seconds
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Ep 84: How Many Investments Should You Own In Your Portfolio
Published: March 14, 2023, 11 a.m.Duration: 12 minutes 36 seconds
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Ep 83: Should You Have A Joint Bank Account With Your Spouse?
Published: Feb. 28, 2023, noonDuration: 10 minutes 17 seconds
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Ep 82: Investment Market Lookback and Outlook
Published: Feb. 14, 2023, noonDuration: 12 minutes 22 seconds
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Ep 81: Should You Pay Your Mortgage Off Early?
Published: Jan. 31, 2023, noonDuration: 11 minutes 8 seconds
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Ep 80: The Best Way To Measure And Monitor Retirement Preparedness
Published: Jan. 17, 2023, noonDuration: 10 minutes 25 seconds
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Ep 79: The Vehicle Market in 2023
Published: Jan. 3, 2023, noonDuration: 10 minutes 7 seconds
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Ep 78: The Worst Financial Advice Of 2022: Index Universal Life Insurance
Published: Dec. 27, 2022, noonDuration: 15 minutes 55 seconds
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Ep 77: RRhAlly Office Hours: AMA
Published: Dec. 13, 2022, noonDuration: 16 minutes 6 seconds
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Ep 76: Should You Retire During A Recession?
Published: Nov. 29, 2022, noonDuration: 11 minutes 6 seconds
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Ep 75: Recession-Proofing Your Finances
Published: Nov. 15, 2022, noonDuration: 30 minutes 15 seconds
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Ep 74: Should I Fire My Financial Advisor?
Published: Nov. 1, 2022, 11 a.m.Duration: 12 minutes 38 seconds
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Ep 73: I Have Extra Cash. Is Now The Right Time To Invest?
Published: Oct. 18, 2022, 11 a.m.Duration: 11 minutes 3 seconds
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Ep 72: What's Going On With Inflation
Published: Oct. 4, 2022, 11 a.m.Duration: 11 minutes 25 seconds
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Ep 71: My Thoughts On The $10,000 Student Loan Forgiveness
Published: Sept. 20, 2022, 11 a.m.Duration: 11 minutes 3 seconds
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Ep 70: The Four Pillars Of A Successful Retirement
Published: Sept. 6, 2022, 11 a.m.Duration: 12 minutes 18 seconds
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Ep 69: How To Determine If An Investment Opportunity Is To Good To Be True
Published: Aug. 23, 2022, 11 a.m.Duration: 10 minutes 15 seconds
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Ep 68: Maximizing Your Pension For The Benefit Of Your Spouse
Published: Aug. 9, 2022, 11 a.m.Duration: 10 minutes 47 seconds
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Ep 67: Stop Putting Off Your Estate Planning
Published: July 26, 2022, 11 a.m.Duration: 10 minutes 6 seconds
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Ep 66: Why You Shouldn't Use Current Economic Conditions To Make Investment Decisions
Published: July 12, 2022, 11 a.m.Duration: 7 minutes 17 seconds
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Ep 65: 4 Steps To Take When Your Investment Portfolio Is Crashing
Published: June 28, 2022, 11 a.m.Duration: 10 minutes 44 seconds
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Ep 64: I-Savings Bonds: What Are They and Why Are They So Popular?
Published: June 14, 2022, 11 a.m.Duration: 10 minutes 36 seconds
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Ep 63: What Is Going On With Interest Rates
Published: May 31, 2022, 11 a.m.Duration: 11 minutes 21 seconds
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Ep 62: How To Make The Most Of A Recession
Published: May 24, 2022, 11 a.m.Duration: 8 minutes 34 seconds
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Ep 61: The 5 Step College Planning Process
Published: May 17, 2022, 11 a.m.Duration: 12 minutes 50 seconds
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Ep 60: Did You Know Elon Musk Is A Pharmacist?
Published: May 10, 2022, 11 a.m.Duration: 9 minutes 35 seconds
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Ep 59: What Are You Actually Getting When You Buy An Annuity?
Published: May 3, 2022, 11 a.m.Duration: 11 minutes 9 seconds
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Ep 58: Why Did I Get A Tax Refund?
Published: April 26, 2022, 11 a.m.Duration: 11 minutes 26 seconds
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Ep 57: Why Every Pharmacist Needs A Personal CFO
Published: April 19, 2022, 11 a.m.Duration: 11 minutes 34 seconds
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Ep 56: The Difference Between Investment Returns and Investor Returns
Published: April 12, 2022, 11 a.m.Duration: 9 minutes 34 seconds
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Ep 55: Should You Own Your Investment Accounts Jointly With Your Spouse?
Published: April 5, 2022, 11 a.m.Duration: 9 minutes 11 seconds
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Ep 54: So What Do Retiree's Actually Do In Retirement?
Published: March 29, 2022, 11 a.m.Duration: 12 minutes 28 seconds
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Ep 53: Planning Tips For Those That Are 10 Years Away From Retirement
Published: March 22, 2022, 11 a.m.Duration: 10 minutes 52 seconds
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Ep 52: Retirement Withdrawal Strategies
Published: March 15, 2022, 11 a.m.Duration: 11 minutes 45 seconds
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Ep 51: Investment Management In Retirement
Published: March 8, 2022, noonDuration: 14 minutes 16 seconds
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Ep 50: Retiring At 50
Published: March 1, 2022, noonDuration: 14 minutes 38 seconds
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Ep 49: Hidden Tax Bombs In Retirement
Published: Feb. 22, 2022, noonDuration: 15 minutes 36 seconds
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Ep 48: Ask Me Anything Episode!
Published: Feb. 15, 2022, noonDuration: 18 minutes 24 seconds
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Ep 47: The Biggest Differences Between The Accumulation and Deaccumulation Phase For Investors
Published: Feb. 8, 2022, noonDuration: 16 minutes 35 seconds
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Ep 46: Overcoming Retirement Frugality
Published: Feb. 1, 2022, noonDuration: 12 minutes 15 seconds
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Ep 45: Required Minimum Distributions (RMDs) in 2022
Published: Jan. 25, 2022, noonDuration: 14 minutes 46 seconds
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Ep 44: What Withdraw Strategy Should You Use In Retirement?
Published: Jan. 18, 2022, noonDuration: 14 minutes 31 seconds
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Ep 43: Is There Such A Thing As Working To Long?
Published: Jan. 11, 2022, noonDuration: 15 minutes 35 seconds
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Ep 42: 10 Questions Your Financial Advisor DOESN'T Want You To Ask!
Published: Jan. 4, 2022, noonDuration: 15 minutes 31 seconds
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Ep 41: 2022 Retirement Planning Important Numbers
Published: Dec. 28, 2021, noonDuration: 14 minutes 14 seconds
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Ep 40: Investment Rate Of Return Is A Poor Metric To Use When Deciding To Hire A Financial Advisor
Published: Dec. 21, 2021, noonDuration: 16 minutes 56 seconds
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Ep 39: The Do's and Don'ts Of A Successful Retirement
Published: Dec. 14, 2021, noonDuration: 15 minutes 34 seconds
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Ep 38: Common Tax Myths Everyone Should Avoid: An Interview with Scotty Sykes, CPA, CFP
Published: Dec. 7, 2021, noonDuration: 17 minutes
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Ep 37: Preparing For Our Next Recession
Published: Nov. 30, 2021, noonDuration: 15 minutes 1 second
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Ep 36: Do You Want To Retire Early? Here Is How You Can Make It Happen!
Published: Nov. 23, 2021, noonDuration: 15 minutes 42 seconds
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Ep 35: BUDGETS DONT WORK! Why They Don't Work And What You Should Be Doing Instead
Published: Nov. 16, 2021, noonDuration: 16 minutes 49 seconds
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Ep 34: Active Investment Management In 2021: An Interview with Ross Klein, CFA
Published: Nov. 9, 2021, noonDuration: 22 minutes 20 seconds
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Ep 33: Year-End Planning For Your 401(k)
Published: Nov. 2, 2021, 11 a.m.Duration: 16 minutes 31 seconds
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Ep 32: Taking Money Out Of Your 401(k) Before Retirement
Published: Oct. 26, 2021, 11 a.m.Duration: 15 minutes 40 seconds
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Ep 31: Backdoor Roth Conversions and IRS Form 8606
Published: Oct. 19, 2021, 11 a.m.Duration: 16 minutes 20 seconds
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Ep 30: Preparing PharmDs For Real Estate Investing
Published: Oct. 12, 2021, 11 a.m.Duration: 15 minutes 32 seconds
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Ep 29: What's Going On With Inflation?
Published: Oct. 5, 2021, 11 a.m.Duration: 16 minutes 19 seconds
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Ep 28: ESOPs & Net Unrealized Appreciation
Published: Sept. 28, 2021, 11 a.m.Duration: 16 minutes 20 seconds
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Ep 27: What Does It Take To Be Considered Rich?
Published: Sept. 21, 2021, 11 a.m.Duration: 15 minutes 14 seconds
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Ep 26: Getting Back On Track Financially After A Summer Of Over Spending
Published: Sept. 14, 2021, 11 a.m.Duration: 14 minutes 6 seconds
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Ep 25: College Planning Basics
Published: Sept. 7, 2021, 11 a.m.Duration: 15 minutes 46 seconds
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Ep 24: Top 5 Money Moves To Make In Your 30s
Published: Aug. 31, 2021, 11 a.m.Duration: 15 minutes 56 seconds
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Ep 23: Financial Imposter Syndrome
Published: Aug. 24, 2021, 11 a.m.Duration: 15 minutes 43 seconds
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Ep 22: Private Student Loans vs. Direct Loan Consolidations
Published: Aug. 17, 2021, 11 a.m.Duration: 16 minutes 43 seconds
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Ep 21: Passive vs. Active Investment Management
Published: Aug. 10, 2021, 11 a.m.Duration: 20 minutes 2 seconds
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Ep 20: Starting A Business And Becoming An Entrepreneur
Published: Aug. 3, 2021, 11 a.m.Duration: 17 minutes 28 seconds
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Ep 19: How Financial Advisors Get Paid
Published: July 27, 2021, 11 a.m.Duration: 15 minutes 20 seconds
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Ep 18: Why Working With A Fiduciary Financial Advisor Is So Important
Published: July 20, 2021, 11 a.m.Duration: 15 minutes 13 seconds
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Ep 17: The Worst Money Advice I've Seen On Social Media
Published: July 13, 2021, 11 a.m.Duration: 19 minutes
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Ep 16: A Look Into Pharmacist Salaries
Published: July 6, 2021, 11 a.m.Duration: 16 minutes 30 seconds
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Ep 15: AMA Mailbag Episode
Published: June 29, 2021, 11 a.m.Duration: 17 minutes 19 seconds
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Ep 14: What To Anticipate When You Find Yourself Inheriting Money
Published: June 22, 2021, 11 a.m.Duration: 17 minutes 5 seconds
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EP 13: Deciphering the greatest puzzle of all time. Tax Code
Published: June 15, 2021, 11 a.m.Duration: 16 minutes 43 seconds
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Ep 12: 5 Steps to Create Your Own Financial Plan
Published: June 8, 2021, 11 a.m.Duration: 15 minutes 10 seconds
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Ep 11: 8 Years In and Going Strong: An Interview with Kortney Delaney, PharmD
Published: June 1, 2021, 11 a.m.Duration: 14 minutes 19 seconds
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Ep 10: Capital Gain Taxes
Published: May 25, 2021, 11 a.m.Duration: 14 minutes 16 seconds
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Ep 9: Building Your Dream Home
Published: May 18, 2021, 11 a.m.Duration: 15 minutes 16 seconds
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Ep 8: Should you roll your 401(k) into an IRA?
Published: May 11, 2021, 11 a.m.Duration: 15 minutes 58 seconds
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Ep 7: Life Insurance. Term or Permanent?
Published: May 4, 2021, 11 a.m.Duration: 19 minutes 5 seconds
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Ep 6: A Breakdown of Student Loans
Published: April 27, 2021, 11 a.m.Duration: 17 minutes
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Ep 5: Roth IRA Basics for Pharmacists
Published: April 20, 2021, 11 a.m.Duration: 16 minutes 26 seconds
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Ep 4: Fail Fast. How To Navigate Financial Roadblocks
Published: April 13, 2021, 11 a.m.Duration: 14 minutes 57 seconds
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Ep 3: Pharmacist Financial Life Stages
Published: April 6, 2021, 10 a.m.Duration: 15 minutes 52 seconds
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Ep 2: Top 5 Core Money Principles
Published: March 30, 2021, 1 p.m.Duration: 14 minutes 53 seconds
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Ep 1: Introduction to the PharmD Money Podcast
Published: March 9, 2021, 7 p.m.Duration: 14 minutes 31 seconds
Listed in: Education