Podcasts
Sailing Smoothly Through Market Fluctuations (89)
Published: Nov. 6, 2023, 7 p.m.Duration: 12 minutes 52 seconds
Listed in: Business
Exploring Passive Income Strategies (88)
Published: Oct. 12, 2023, noonDuration: 10 minutes 30 seconds
Listed in: Business
Decoding Roth Conversions: A Deep Dive into Strategies, Myths, and Tax Implications (87)
Published: Sept. 28, 2023, 10 a.m.Duration: 17 minutes
Listed in: Business
Shaping Your Financial Future through Investing in Real Estate
Published: July 20, 2023, 10 a.m.Duration: 12 minutes 26 seconds
Listed in: Business
Building Bridges to Your Future: Psychology Meets Personal Finance
Published: July 6, 2023, 10 a.m.Duration: 12 minutes 18 seconds
Listed in: Business
Bond Voyage: Sailing Into Retirement Stability
Published: June 15, 2023, 10 a.m.Duration: 9 minutes 39 seconds
Listed in: Business
Retirement Checkpoints: How Much Do I Need to Save for Retirement?
Published: June 1, 2023, 10 a.m.Duration: 9 minutes 38 seconds
Listed in: Business
Ep #82: What Happens Next?
Published: May 18, 2023, 10 a.m.Duration: 15 minutes 6 seconds
Listed in: Business
Ep #81: Transferring Assets to Beneficiaries
Published: May 4, 2023, 10 a.m.Duration: 14 minutes 23 seconds
Listed in: Business
Ep #79: The Importance of Having a Plan
Published: April 6, 2023, 10 a.m.Duration: 12 minutes 13 seconds
Listed in: Business
Ep #78: Banking Crisis 2.0
Published: March 23, 2023, 10 a.m.Duration: 17 minutes 47 seconds
Listed in: Business
Ep #77: Should We Take Our Money Out of the Market?
Published: March 9, 2023, 11 a.m.Duration: 19 minutes 6 seconds
Listed in: Business
Ep #76: The Debt Ceiling
Published: Feb. 23, 2023, 11 a.m.Duration: 17 minutes 39 seconds
Listed in: Business
Ep #75: 2023 Market Outlook
Published: Feb. 9, 2023, 11 a.m.Duration: 47 minutes 19 seconds
Listed in: Business
Ep #74: Breaking! SECURE Act 2.0 Updates RMDs
Published: Jan. 26, 2023, 11 a.m.Duration: 8 minutes 49 seconds
Listed in: Business
Ep #73: How To Achieve Long-Term Financial Success
Published: Jan. 12, 2023, 11 a.m.Duration: 18 minutes 28 seconds
Listed in: Business
Ep #72: Things That Matter and Things You Can Control
Published: Dec. 22, 2022, 11 a.m.Duration: 6 minutes 9 seconds
Listed in: Business
Ep #71: I Want To Invest, But I Dont Want To Lose Money
Published: Dec. 5, 2022, 11 a.m.Duration: 13 minutes 56 seconds
Listed in: Business
Ep #70: RMDs and QCDs with Katie Kavehrad
Published: Nov. 17, 2022, 11 a.m.Duration: 15 minutes 19 seconds
Listed in: Business
Ep #69: Donor Advised Funds with Katie Kavehrad
Published: Nov. 3, 2022, 10 a.m.Duration: 34 minutes 23 seconds
Listed in: Business
Ep #68: Recession Data Dive with Katie Kavehrad
Published: Oct. 20, 2022, 10 a.m.Duration: 24 minutes 7 seconds
Listed in: Business
Ep #67: What If...?
Published: Oct. 6, 2022, 10 a.m.Duration: 25 minutes 28 seconds
Listed in: Business
Ep #66: Bond Laddering
Published: Sept. 22, 2022, 10 a.m.Duration: 23 minutes 8 seconds
Listed in: Business
Ep #65: The Inflation Reduction Act
Published: Sept. 8, 2022, 10 a.m.Duration: 14 minutes 28 seconds
Listed in: Business
Ep #64: The Price of Panic
Published: Aug. 25, 2022, 10 a.m.Duration: 29 minutes 38 seconds
Listed in: Business
Ep #63: Finding Lost Property
Published: Aug. 11, 2022, 10 a.m.Duration: 11 minutes 45 seconds
Listed in: Business
Ep #62: Celebrate the Wins
Published: July 28, 2022, 10 a.m.Duration: 8 minutes 4 seconds
Listed in: Business
Ep #61: What Happens Next?
Published: July 14, 2022, 10 a.m.Duration: 16 minutes 36 seconds
Listed in: Business
Ep #60: Emotions and Money
Published: June 30, 2022, 10 a.m.Duration: 18 minutes 40 seconds
Listed in: Business
Ep #59: How to Protect Yourself Against Cybercrime with Jonathan Addington
Published: June 16, 2022, 10 a.m.Duration: 39 minutes 24 seconds
Listed in: Business
Ep #58: Don't panic: Here's 2 Strategies for Stock Market Fluctuations
Published: June 2, 2022, 10 a.m.Duration: 10 minutes 19 seconds
Listed in: Business
Ep #57: I Bonds: What are they? How do they work?
Published: May 12, 2022, 10 a.m.Duration: 12 minutes 3 seconds
Listed in: Business
Ep #56: The Power of Financial Planning
Published: April 28, 2022, 10 a.m.Duration: 18 minutes 39 seconds
Listed in: Business
Ep #55: Dont Be Part of the 56% of Americans Who Dont Have an Emergency Fund
Published: April 14, 2022, 10 a.m.Duration: 13 minutes 17 seconds
Listed in: Business
Ep #54: Avoid This Big Estate Planning Mistake
Published: March 31, 2022, 10 a.m.Duration: 12 minutes 15 seconds
Listed in: Business
Ep #53: Market Mania and Protecting Your Investments
Published: March 17, 2022, 10 a.m.Duration: 15 minutes 46 seconds
Listed in: Business
Ep #52: Learning to Ride the Market Waves
Published: March 3, 2022, 11 a.m.Duration: 13 minutes 33 seconds
Listed in: Business
Ep #51: ETFs vs. Mutual Funds: Whats The Difference?
Published: Feb. 17, 2022, 11 a.m.Duration: 10 minutes 26 seconds
Listed in: Business
Ep #50: Weighing The Pros and Cons of Paying Down Your Mortgage Early
Published: Feb. 4, 2022, 11 a.m.Duration: 19 minutes 54 seconds
Listed in: Business
Ep #49: The Importance of Estate Planning
Published: Jan. 20, 2022, 11 a.m.Duration: 15 minutes 6 seconds
Listed in: Business
Ep #48: Making New Years Resolutions Work For You
Published: Jan. 6, 2022, 11 a.m.Duration: 18 minutes 59 seconds
Listed in: Business
Ep #47: Using Qualified Charitable Distributions to Lower Your Taxes
Published: Dec. 9, 2021, 11 a.m.Duration: 11 minutes 35 seconds
Listed in: Business
Ep #46: Thanksgiving Reflection
Published: Nov. 25, 2021, 11 a.m.Duration: 8 minutes 9 seconds
Listed in: Business
Ep #45: The Act Of Keeping It Simple
Published: Nov. 11, 2021, 11 a.m.Duration: 21 minutes 25 seconds
Listed in: Business
Ep #44: Major Changes In Social Security
Published: Oct. 28, 2021, 10 a.m.Duration: 8 minutes 45 seconds
Listed in: Business
Ep #43: Tax Loss Harvesting
Published: Oct. 14, 2021, 10 a.m.Duration: 17 minutes 49 seconds
Listed in: Business
Ep #42: Acting On The Wrong Financial Cues
Published: Sept. 30, 2021, 10 a.m.Duration: 17 minutes 5 seconds
Listed in: Business
Ep #41: Should You Roll Over Your 401(k)?
Published: Sept. 16, 2021, 10 a.m.Duration: 18 minutes 52 seconds
Listed in: Business
Ep #40: Investment Strategies For Your Kids
Published: Sept. 2, 2021, 10 a.m.Duration: 19 minutes 21 seconds
Listed in: Business
Ep #39: The Value of Moments
Published: Aug. 19, 2021, 10 a.m.Duration: 13 minutes 57 seconds
Listed in: Business
Ep #38: Finding Your Why
Published: July 22, 2021, 10 a.m.Duration: 15 minutes 12 seconds
Listed in: Business
Ep #37: 10 Essential Retirement Questions to Ask
Published: July 8, 2021, 10 a.m.Duration: 49 minutes 25 seconds
Listed in: Business
Ep #36: Easing Discomfort
Published: June 24, 2021, 10 a.m.Duration: 19 minutes 14 seconds
Listed in: Business
Ep #35: The Order of Operations
Published: June 10, 2021, 10 a.m.Duration: 9 minutes 55 seconds
Listed in: Business
Ep #34: The One Page Wealth Plan
Published: May 27, 2021, 10 a.m.Duration: 24 minutes 42 seconds
Listed in: Business
Ep #33: Invest In Yourself with Jimmy Feeman
Published: May 13, 2021, 10 a.m.Duration: 37 minutes 20 seconds
Listed in: Business
Ep #32: Retirement Savings
Published: April 29, 2021, 10 a.m.Duration: 8 minutes 45 seconds
Listed in: Business
Ep #31: 10 Things You Need to Know About the New Stimulus
Published: April 15, 2021, 10 a.m.Duration: 18 minutes 1 second
Listed in: Business
Ep #30: Talking Markets with Ryan Detrick
Published: March 18, 2021, 10 a.m.Duration: 16 minutes
Listed in: Business
Ep #29: Donor-Advised Funds
Published: March 4, 2021, 11 a.m.Duration: 16 minutes 4 seconds
Listed in: Business
Ep #28: Investor Personas
Published: Feb. 18, 2021, 11 a.m.Duration: 23 minutes 41 seconds
Listed in: Business
Ep #27: Money Management Mistakes to Avoid with Julian B. Morris
Published: Feb. 4, 2021, 11 a.m.Duration: 1 hour 5 minutes 40 seconds
Listed in: Business
Ep #26: Creating The Right Mindset To Pursue Your Dreams
Published: Jan. 21, 2021, 11 a.m.Duration: 41 minutes 36 seconds
Listed in: Business
Ep #25: Following Through On Your Dreams
Published: Jan. 7, 2021, 11 a.m.Duration: 17 minutes 56 seconds
Listed in: Business
Ep #24: Holiday Heart-to-Heart
Published: Dec. 24, 2020, 11 a.m.Duration: 8 minutes 1 second
Listed in: Business
Ep #23: Tax Loss Harvesting Year End Planning
Published: Dec. 10, 2020, 11 a.m.Duration: 10 minutes 55 seconds
Listed in: Business
Ep #22: Stock Splits
Published: Nov. 26, 2020, 11 a.m.Duration: 15 minutes 59 seconds
Listed in: Business
Ep #21: Open Enrollment and Listener Questions
Published: Nov. 12, 2020, 11 a.m.Duration: 22 minutes 50 seconds
Listed in: Business
Ep #20: The Important and Urgent Decision Matrix
Published: Oct. 29, 2020, 10 a.m.Duration: 18 minutes 4 seconds
Listed in: Business
Ep #19: The Economy and 2020 Election with Ryan Detrick
Published: Oct. 15, 2020, 10 a.m.Duration: 32 minutes 29 seconds
Listed in: Business
Ep #18: Getting Your Financial House In Order For Year End
Published: Oct. 1, 2020, 10 a.m.Duration: 18 minutes 56 seconds
Listed in: Business
Ep #17: Estate Planning for Young People
Published: Sept. 17, 2020, 10 a.m.Duration: 15 minutes
Listed in: Business
Ep #16: Essential Documents You Need For Estate Planning with Lauren Smith
Published: Sept. 3, 2020, 10 a.m.Duration: 34 minutes 3 seconds
Listed in: Business
Ep #15: Planning For Your Future with Nic Nielsen
Published: Aug. 20, 2020, 10 a.m.Duration: 36 minutes 16 seconds
Listed in: Business
Ep #14: Seven Critical Numbers to Track for Financial Health
Published: Aug. 6, 2020, 10 a.m.Duration: 15 minutes 59 seconds
Listed in: Business
Ep #13: The Importance of Doing an Insurance Review
Published: July 9, 2020, 10 a.m.Duration: 22 minutes 47 seconds
Listed in: Business
Ep #12: Financial Coaching and Smart Decision-Making with Crystal Williams
Published: June 25, 2020, 10 a.m.Duration: 24 minutes 50 seconds
Listed in: Business
Ep #11: Planning Today For Tomorrow
Published: June 11, 2020, 10 a.m.Duration: 19 minutes 9 seconds
Listed in: Business
Ep #10: The Swiss Army Knife of Tax Advantaged Accounts
Published: May 28, 2020, 10 a.m.Duration: 29 minutes 6 seconds
Listed in: Business
Ep #09: How To Weather Any Economic Storm With Confidence
Published: May 14, 2020, 10 a.m.Duration: 25 minutes 15 seconds
Listed in: Business
Ep #08: The Economic Outlook and Stimulus Check Updates
Published: April 30, 2020, 10 a.m.Duration: 29 minutes 57 seconds
Listed in: Business
Ep #07: CARES Act and Paycheck Protection Program: What Does This Mean For You?
Published: April 16, 2020, 10 a.m.Duration: 26 minutes 13 seconds
Listed in: Business
Ep #06: How To Bounce Back From A Recession with Ryan Detrick
Published: April 2, 2020, 10 a.m.Duration: 26 minutes 15 seconds
Listed in: Business
Ep #05: Preparing for the IRS and Filing Your Taxes
Published: March 19, 2020, 10 a.m.Duration: 18 minutes 46 seconds
Listed in: Business
Ep #04: Understanding The Incredibly Complex Tax Code with Scott Byrom
Published: March 5, 2020, 11 a.m.Duration: 37 minutes 42 seconds
Listed in: Business
Ep #03: Implementing a Goal Planning Strategy
Published: Feb. 20, 2020, 11 a.m.Duration: 10 minutes 8 seconds
Listed in: Business
Ep #02: Building Plans and Managing Them with Anthony Ruffalo
Published: Feb. 6, 2020, 11 a.m.Duration: 31 minutes 25 seconds
Listed in: Business
Ep #01: Organizing Your Finances and Setting Goals
Published: Jan. 19, 2020, 8 p.m.Duration: 17 minutes 17 seconds
Listed in: Business