We Are Talking Money
As your wealth grows, life can quickly become complex, creating the need for more focused planning around finance, tax, and legacy planning. Illuminating your blind spots with the right information is the basis for controlling risks and enjoying that which matters most to you. Our podcast is dedicated to creating better outcomes in a complicated arena. Our curation of timely information was developed from our passion to help our listeners address the many elements that affect intended outcomes. We have a long and successful track record of working with people who want to grow and protect their assets, and succeed.Podcasts
Spell Check - Week 12 Market Performance - Phil Clark & Dustin Hocken talk Recession Preparation, Budgets and more - Episode 3
Published: April 16, 2023, 7:30 p.m.Duration: 33 minutes 16 seconds
Listed in: Business
Spell Check - Week 11 Market Performance - Silicon Valley Bank Collapse - Episode 2
Published: March 28, 2023, 2:19 p.m.Duration: 20 minutes 34 seconds
Listed in: Business
Spell Check - Fed Sentiment Analysis and Lifestyle Check - Episode 1
Published: March 19, 2023, 11:22 p.m.Duration: 14 minutes 46 seconds
Listed in: Business
Unlocking the Power of RMD's - 7 Strategies for Retirees
Published: March 7, 2023, noonDuration: 16 minutes 52 seconds
Listed in: Business
2023 Outlooks for Investors
Published: Feb. 28, 2023, 10:36 p.m.Duration: 20 minutes 19 seconds
Listed in: Business
2023 Debt Ceiling
Published: Feb. 28, 2023, 10:20 p.m.Duration: 27 minutes 29 seconds
Listed in: Business
The FTX Scandal: What Happened?
Published: Dec. 16, 2022, 7:22 p.m.Duration: 29 minutes
Listed in: Business
Ten Useful Year-End Tax Savings Tips
Published: Dec. 6, 2022, 11:58 a.m.Duration: 14 minutes
Listed in: Business
5 Tips for Beginning Investors
Published: April 10, 2022, 4 a.m.Duration: 14 minutes 21 seconds
Listed in: Business
Should You Invest in Crypto?
Published: April 9, 2022, 4 a.m.Duration: 12 minutes 21 seconds
Listed in: Business
What is the Difference Between Traditional IRA and Roth IRA?
Published: April 8, 2022, 4 a.m.Duration: 12 minutes 51 seconds
Listed in: Business
5 Game Changing Strategies for Retirement
Published: April 7, 2022, 5:59 p.m.Duration: 26 minutes 7 seconds
Listed in: Business
Market Perspective: Contrarians Dream
Published: Feb. 28, 2021, 9:51 p.m.Duration: 22 minutes 40 seconds
Listed in: Business
Market Perspective - The New Year: Partly Chaotic with a Chance for Opportunity
Published: Jan. 21, 2021, 1:55 p.m.Duration: 22 minutes 57 seconds
Listed in: Business
Finance & Marriage - We Are Talking Money Live
Published: Dec. 1, 2020, 4:28 p.m.Duration: 55 minutes 39 seconds
Listed in: Business
Social Security Tips - We Are Talking Money Live
Published: Nov. 20, 2020, 6:55 p.m.Duration: 48 minutes 53 seconds
Listed in: Business
Knowledge is Power - We Are Talking Money Live
Published: Nov. 17, 2020, 5:29 p.m.Duration: 52 minutes 23 seconds
Listed in: Business
5 Key Estate Planning Documents
Published: Sept. 17, 2020, 3:31 p.m.Duration: 20 minutes 28 seconds
Listed in: Business
Investments 301
Published: Sept. 8, 2020, 2:38 p.m.Duration: 34 minutes 50 seconds
Listed in: Business
Investments 201
Published: Sept. 2, 2020, 5:48 p.m.Duration: 37 minutes 15 seconds
Listed in: Business
Investments 101
Published: Aug. 19, 2020, 4:57 p.m.Duration: 36 minutes 11 seconds
Listed in: Business
Disability For Doctors
Published: Aug. 5, 2020, 2:24 p.m.Duration: 22 minutes 8 seconds
Listed in: Business
Disability Insurance 101
Published: July 28, 2020, 8:39 p.m.Duration: 29 minutes 58 seconds
Listed in: Business
Life Insurance 201
Published: July 2, 2020, 3:51 p.m.Duration: 25 minutes 32 seconds
Listed in: Business
Life Insurance 101
Published: June 17, 2020, 5:56 p.m.Duration: 28 minutes 18 seconds
Listed in: Business
Understanding Annuities - Listen Before You Buy
Published: April 13, 2020, 3:03 p.m.Duration: 28 minutes 22 seconds
Listed in: Business
COVID-19 UPDATE - How the markets might heal from the virus
Published: March 26, 2020, 11:49 p.m.Duration: 29 minutes 1 second
Listed in: Business
Market Pullbacks - When Opportunity Knocks...
Published: March 19, 2020, 12:09 a.m.Duration: 33 minutes 25 seconds
Listed in: Business
Navigating the Economy Amid Covid-19
Published: March 13, 2020, 5:58 p.m.Duration: 41 minutes 15 seconds
Listed in: Business
Coronavirus Update - Your Next Move
Published: Feb. 25, 2020, 11:53 p.m.Duration: 15 minutes 36 seconds
Listed in: Business
Corona Virus and Global Economies
Published: Feb. 5, 2020, 10 p.m.Duration: 11 minutes 21 seconds
Listed in: Business
Outlook 2020 - The Investment Landscape
Published: Jan. 25, 2020, 4:29 p.m.Duration: 28 minutes 12 seconds
Listed in: Business