Podcasts

Is inflation coming back?

Published: March 15, 2021, 7 a.m.
Duration: 9 minutes 10 seconds

Listed in: Business

What is tax rate arbitrage, and can it help you?

Published: Feb. 22, 2021, 8 a.m.
Duration: 8 minutes 37 seconds

Listed in: Business

Your Social Security check may be in danger

Published: Feb. 15, 2021, 8 a.m.
Duration: 8 minutes 3 seconds

Listed in: Business

What do you get from a meeting at Zinnia Wealth?

Published: Feb. 8, 2021, 8 a.m.
Duration: 7 minutes 49 seconds

Listed in: Business

The 3 biggest questions people are asking me right now

Published: Feb. 1, 2021, 8 a.m.
Duration: 14 minutes 10 seconds

Listed in: Business

What to check and what to watch out for in your 401(k)

Published: Jan. 25, 2021, 8 a.m.
Duration: 17 minutes 47 seconds

Listed in: Business

What financial lesson did we learn from 2020?

Published: Jan. 18, 2021, 8 a.m.
Duration: 8 minutes 34 seconds

Listed in: Business

When is it time to move money?

Published: Jan. 11, 2021, 8 a.m.
Duration: 11 minutes 10 seconds

Listed in: Business

Doing the math on your retirement

Published: Dec. 14, 2020, 8 a.m.
Duration: 9 minutes 27 seconds

Listed in: Business

Congratulations! You’re a 401(k) millionaire!

Published: Dec. 7, 2020, 8 a.m.
Duration: 7 minutes 52 seconds

Listed in: Business

What can a Kit Kat Bar teach us about taxes?

Published: Nov. 23, 2020, 8 a.m.
Duration: 8 minutes 51 seconds

Listed in: Business

Has the pandemic changed your questions about retirement?

Published: Nov. 9, 2020, 8 a.m.
Duration: 8 minutes 37 seconds

Listed in: Business

You want to start talking about retirement. What does that first meeting look like?

Published: Nov. 2, 2020, 8 a.m.
Duration: 12 minutes 10 seconds

Listed in: Business

Can you trust where your advisors says "You're going to be ok"?

Published: Oct. 19, 2020, 7 a.m.
Duration: 8 minutes 43 seconds

Listed in: Business

Will politicians ruin the 401(k)?

Published: Oct. 12, 2020, 7 a.m.
Duration: 9 minutes 2 seconds

Listed in: Business

You lost your job. What about your 401(k)?

Published: Oct. 5, 2020, 7 a.m.
Duration: 5 minutes 49 seconds

Listed in: Business

Should the upcoming election change your financial strategy?

Published: Sept. 28, 2020, 7 a.m.
Duration: 12 minutes 52 seconds

Listed in: Business

Is there a time when "greed is good"?

Published: Sept. 21, 2020, 7 a.m.
Duration: 7 minutes 14 seconds

Listed in: Business

Should the election affect your investments?

Published: Sept. 14, 2020, 1 p.m.
Duration: 5 minutes 47 seconds

Listed in: Business

Medicare 101

Published: Aug. 31, 2020, 7 a.m.
Duration: 9 minutes 36 seconds

Listed in: Business

Is Monopoly a game of luck or skill?

Published: Aug. 24, 2020, 7 a.m.
Duration: 8 minutes 59 seconds

Listed in: Business

You’ve got to DO THE MATH!

Published: Aug. 10, 2020, 7 a.m.
Duration: 9 minutes 41 seconds

Listed in: Business

Let’s “Do the Math” on your retirement

Published: Aug. 3, 2020, 7 a.m.
Duration: 9 minutes 44 seconds

Listed in: Business

Help! I’m running out of money.

Published: July 27, 2020, 7 a.m.
Duration: 7 minutes 56 seconds

Listed in: Business

Why should you get a second opinion on your plan

Published: July 20, 2020, 7 a.m.
Duration: 5 minutes 45 seconds

Listed in: Business

What happens if the market goes down right when I retire

Published: July 13, 2020, 7 a.m.
Duration: 18 minutes 10 seconds

Listed in: Business

Will the market be too risky over the next 6 months?

Published: June 29, 2020, 7 a.m.
Duration: 9 minutes 31 seconds

Listed in: Business

Everything you always wanted to know…about Medicare

Published: June 22, 2020, 7 a.m.
Duration: 11 minutes 12 seconds

Listed in: Business

How the pandemic has hit Social Security

Published: June 15, 2020, 7 a.m.
Duration: 9 minutes 29 seconds

Listed in: Business

How do you opt out of a recession with your retirement money?

Published: May 25, 2020, 7 a.m.
Duration: 10 minutes 36 seconds

Listed in: Business

Do you plan for the best or the worst?

Published: May 18, 2020, 7 a.m.
Duration: 5 minutes 33 seconds

Listed in: Business

Oh my gosh, she said the “A” word!

Published: May 4, 2020, 7 a.m.
Duration: 11 minutes 39 seconds

Listed in: Business

Is your financial plan suddenly out of date?

Published: April 27, 2020, 7 a.m.
Duration: 16 minutes 51 seconds

Listed in: Business

The markets – One step forward, one step back

Published: April 20, 2020, 7 a.m.
Duration: 10 minutes 22 seconds

Listed in: Business

Could you run out of money due to Sequence of return risk?

Published: April 13, 2020, 7 a.m.
Duration: 10 minutes 41 seconds

Listed in: Business

Actionable steps to take with your money during this market pullback

Published: April 6, 2020, 7 a.m.
Duration: 49 minutes 38 seconds

Listed in: Business

How are you handling all the negative news?

Published: March 30, 2020, 7 a.m.
Duration: 10 minutes 57 seconds

Listed in: Business

Steps you can take right now to minimize losses

Published: March 23, 2020, 7 a.m.
Duration: 9 minutes 55 seconds

Listed in: Business

Rattled by these wild market swings? It’s time to take action.

Published: March 16, 2020, 7 a.m.
Duration: 11 minutes 6 seconds

Listed in: Business

Volatility is back on Wall Street. What is your move?

Published: March 9, 2020, 7 a.m.
Duration: 7 minutes 49 seconds

Listed in: Business

A wild week on Wall Street with the Corona Virus

Published: March 2, 2020, 8 a.m.
Duration: 14 minutes 44 seconds

Listed in: Business

Shining the light on what’s robbing your wealth

Published: Feb. 24, 2020, 8 a.m.
Duration: 7 minutes 12 seconds

Listed in: Business

Beyond the Basics

Published: Feb. 17, 2020, 8 a.m.
Duration: 8 minutes 21 seconds

Listed in: Business

Do the retirement rules of thumb still work?

Published: Feb. 10, 2020, 8 a.m.
Duration: 10 minutes 9 seconds

Listed in: Business

A 10 year look back is not enough

Published: Feb. 3, 2020, 8 a.m.
Duration: 7 minutes 34 seconds

Listed in: Business

Bruce & Chris Arians interview

Published: Jan. 30, 2020, 8 a.m.
Duration: 15 minutes 56 seconds

Listed in: Business

The Taxman is coming for you

Published: Jan. 27, 2020, 8 a.m.
Duration: 7 minutes 2 seconds

Listed in: Business

Tim Tebow Interview

Published: Jan. 20, 2020, 8 a.m.
Duration: 12 minutes

Listed in: Business

Congress approves huge changes to IRAs and 401ks

Published: Jan. 13, 2020, 8 a.m.
Duration: 10 minutes 57 seconds

Listed in: Business

Women are unhappy with the financial industry

Published: Dec. 16, 2019, 8 a.m.
Duration: 10 minutes 21 seconds

Listed in: Business

You need a tax savvy advisor

Published: Dec. 9, 2019, 8 a.m.
Duration: 7 minutes 44 seconds

Listed in: Business

Proposed changes to your 401k

Published: Nov. 25, 2019, 8 a.m.
Duration: 12 minutes 14 seconds

Listed in: Business

Financial lessons from Rachel on “Friends”

Published: Nov. 18, 2019, 8 a.m.
Duration: 8 minutes 53 seconds

Listed in: Business

Steve Spurrier & Danny Wuerfful Interviews

Published: Nov. 11, 2019, 8 a.m.
Duration: 26 minutes 18 seconds

Listed in: Business

Show me the Money!

Published: Nov. 4, 2019, 8 a.m.
Duration: 8 minutes 10 seconds

Listed in: Business

The biggest concerns of retirement planning

Published: Oct. 28, 2019, 7 a.m.
Duration: 7 minutes

Listed in: Business

Could Black Monday happen again?

Published: Oct. 21, 2019, 7 a.m.
Duration: 7 minutes 20 seconds

Listed in: Business

The danger of retiring in a down market

Published: Oct. 14, 2019, 7 a.m.
Duration: 5 minutes 54 seconds

Listed in: Business

Let’s build 5 sources of income

Published: Sept. 30, 2019, 7 a.m.
Duration: 7 minutes 3 seconds

Listed in: Business

How much risk should you have in the 2019 market?

Published: Sept. 23, 2019, 7 a.m.
Duration: 10 minutes 31 seconds

Listed in: Business

Making your Medicare decisions

Published: Sept. 16, 2019, 7 a.m.
Duration: 6 minutes 38 seconds

Listed in: Business

Climbing the financial mountain

Published: Sept. 2, 2019, 7 a.m.
Duration: 9 minutes 24 seconds

Listed in: Business

Dan Mullin Interview

Published: Aug. 26, 2019, 7 a.m.
Duration: 12 minutes 31 seconds

Listed in: Business

Taxes, the worst part of the game

Published: Aug. 19, 2019, 7 a.m.
Duration: 9 minutes 40 seconds

Listed in: Business

New Market Volatility

Published: Aug. 12, 2019, 7 a.m.
Duration: 6 minutes 50 seconds

Listed in: Business

What does your appointment at Zinnia wealth look like?

Published: Aug. 5, 2019, 7 a.m.
Duration: 12 minutes 40 seconds

Listed in: Business

How the new Facebook app is helping financial planning

Published: July 29, 2019, 7 a.m.
Duration: 7 minutes 2 seconds

Listed in: Business

A financial lesson from Forrest Gump

Published: July 8, 2019, 7 a.m.
Duration: 7 minutes 52 seconds

Listed in: Business

Solving the fear of running out of money

Published: July 1, 2019, 7 a.m.
Duration: 5 minutes 53 seconds

Listed in: Business

What going on with the Fed?

Published: June 24, 2019, 7 a.m.
Duration: 9 minutes 21 seconds

Listed in: Business

Your retirement money has to make money

Published: June 17, 2019, 7 a.m.
Duration: 6 minutes 26 seconds

Listed in: Business

Don’t give up on Social Security

Published: June 10, 2019, 10:30 a.m.
Duration: 8 minutes 43 seconds

Listed in: Business

Is Congress helping or hurting your retirement picture?

Published: June 3, 2019, 7 a.m.
Duration: 6 minutes 1 second

Listed in: Business

Questions everyone is asking about retirement

Published: May 23, 2019, 2 p.m.
Duration: 13 minutes 8 seconds

Listed in: Business