Your Retirement Playbook
By Financial Enhancement Group
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Category: Investing
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Episodes: 451
CB
Apr 24, 2019
Never miss an episode, as Joe has a great way of teaching average investors about finances.
Description
Real, useful information for everyday people that can be translated into daily life and thought.
Each week we cover a different aspect of financial planning, retirement options, and current economic conditions in common sense language that everyone can understand.
We will bring on Special Guests to help us explain what is it we see happening out in the real world and provide ideas for the "Average Joe" to take home and put to use.
| Episode | Date |
|---|---|
|
Best Of Your Retirement Playbook Episode
|
Sep 12, 2022 |
|
Trustee and Executor Job Descriptions
|
Sep 09, 2022 |
|
The Best Time to Give a Financial Gift - Gifting During Life vs. Death - Choosing When to Give an Asset
|
Sep 08, 2022 |
|
College Education and Alternatives
|
Sep 07, 2022 |
|
Not Your Father's Mortgage - How Mortgages Have Changed Since Your Parents Bought Their House
|
Sep 06, 2022 |
|
Beginning, Middle and End of Your Financial Journey
|
Sep 05, 2022 |
|
Best Of Your Retirement Playbook Episode
|
Aug 29, 2022 |
|
Do You Know Which Phase of Finance You Are In?
|
Aug 26, 2022 |
|
The Difference Between Trustee, Successor Trustee, and More
|
Aug 25, 2022 |
|
Eliminating Quarterly Tax Payments
|
Aug 24, 2022 |
|
The Appearance of Simplicity In Investment Decisions
|
Aug 23, 2022 |
|
Avoiding Confusion In Your Financial Decisions
|
Aug 22, 2022 |
|
Tax Diversification For Your Legacy Plan
|
Aug 19, 2022 |
|
Can Volatility Destroy My Retirement?
|
Aug 18, 2022 |
|
Can Inflation Destroy My Retirement Plans?
|
Aug 17, 2022 |
|
What To Consider Before Retirement
|
Aug 16, 2022 |
|
A Case Study Exploring Preparing For Retirement, Inflation, Volatility, and Tax Diversification
|
Aug 15, 2022 |
|
Is Higher Inflation a Cause For Concern?
|
Aug 12, 2022 |
|
Life Insurance Basics: What You Need To Know
|
Aug 11, 2022 |
|
Do Your Retirement Accounts Need To Be Rebalanced?
|
Aug 10, 2022 |
|
Creating Your Letter Of Intention - Legacy Planning and Estate Planning
|
Aug 09, 2022 |
|
Navigating Financial Detours
|
Aug 08, 2022 |
|
72(t) Just Say NO Tax Planning Show
|
Aug 05, 2022 |
|
Reverse Rollover Pitfalls and Possibilities
|
Aug 04, 2022 |
|
Intellectual Property and Valuation
|
Aug 03, 2022 |
|
Changes Along Your Financial Journey
|
Aug 02, 2022 |
|
A Typical Financial Journey
|
Aug 01, 2022 |
|
Retirement Strategies During A Volatile Market
|
Jul 29, 2022 |
|
Can I Give Money Without Being Taxed?
|
Jul 28, 2022 |
|
How To Create A Tax Plan For Your Retirement
|
Jul 27, 2022 |
|
Avoiding Investment Mistakes
|
Jul 26, 2022 |
|
What To Think About Now
|
Jul 25, 2022 |
|
Retirement Distribution Strategies in a Deteriorating Market
|
Jul 22, 2022 |
|
How to be Proactive in Protecting your Wealth Before Retirement
|
Jul 21, 2022 |
|
How to Make Your Money Work Harder
|
Jul 20, 2022 |
|
The Two Most Dangerous Words For Your Financial Future
|
Jul 19, 2022 |
|
The Three Phases of Finance in a Deteriorating Market
|
Jul 18, 2022 |
|
Understanding Tax Diversification Strategies
|
Jul 15, 2022 |
|
How to Withdraw Retirement Funds: Inherited IRA
|
Jul 14, 2022 |
|
How Do Inherited IRA's Work?
|
Jul 13, 2022 |
|
I Inherited $500,000; What Should I Do?
|
Jul 12, 2022 |
|
Should I Tell My Parents?
|
Jul 11, 2022 |
|
Drawdowns are Real
|
Jul 08, 2022 |
|
Finding Income in a Down Market
|
Jul 07, 2022 |
|
The Most Dangerous Retirement Mistakes
|
Jul 06, 2022 |
|
Retirement Mistakes
|
Jul 05, 2022 |
|
Retirement Roadblocks
|
Jul 04, 2022 |
|
What Hazards Get In the Way of Your Financial Success?
|
Jul 01, 2022 |
|
What Economic Conditions are We in Today?
|
Jun 30, 2022 |
|
How Do You Know Where a Dollar is Going to be Best Served?
|
Jun 29, 2022 |
|
A Round of Golf is a Journey and so is a Successful Financial Plan
|
Jun 28, 2022 |
|
A Successful Financial Plan
|
Jun 27, 2022 |
|
How did You Meet Your Investment, from a Tax Perspective
|
Jun 24, 2022 |
|
Should You Cancel Your Life Insurance?
|
Jun 23, 2022 |
|
My Retirement Tax Book
|
Jun 22, 2022 |
|
How Did THAT Wind Up In Your Portfolio?
|
Jun 21, 2022 |
|
How Did You Meet Your Investment?
|
Jun 20, 2022 |
|
What is Your Financial Dopamine?
|
Jun 17, 2022 |
|
The New Retirement Savings Time Bomb from Ed Slott - Part 2
|
Jun 16, 2022 |
|
Avoiding Bad Decisions
|
Jun 15, 2022 |
|
Basic Instructions and Ideas to Follow in Your Retirement Playbook
|
Jun 14, 2022 |
|
Your Retirement Playbook - Instructions and Ideas
|
Jun 13, 2022 |
|
What in the World is a Tax Bomb
|
Jun 10, 2022 |
|
Get Out of the Penalty Box!
|
Jun 09, 2022 |
|
What are Your Next Steps
|
Jun 08, 2022 |
|
Where's Waldo
|
Jun 07, 2022 |
|
Where's Waldo
|
Jun 06, 2022 |
|
What You need to know about Medicare and Your Retirement
|
Jun 03, 2022 |
|
What are the 5-Year Rules for Roth and how to use them in Retirement
|
Jun 01, 2022 |
|
Assets and Liabilities in Retirement
|
May 30, 2022 |
|
The Pros and Cons Within Your Pension
|
May 27, 2022 |
|
Portfolio Reconstruction
|
May 25, 2022 |
|
Navigating Volatility
|
May 23, 2022 |
|
Is It Bad Luck To Purchase Life Insurance?
|
May 20, 2022 |
|
Managing Retirement Takes A Lot More Than Luck!
|
May 18, 2022 |
|
Managing Retirement Takes A Lot More Than Luck
|
May 16, 2022 |
|
Healthcare - The Mother of all Retirement Concerns
|
May 13, 2022 |
|
Worried About Your Parent's Health? How to Start the Tough Conversations.
|
May 11, 2022 |
|
The Mother of all Retirement Concerns
|
May 09, 2022 |
|
Annuities - Annuity Breakdown - The Good, the Bad and the Ugly
|
May 06, 2022 |
|
Should You Prepare for a Bond Market Crash?
|
May 04, 2022 |
|
Financial Myths
|
May 02, 2022 |
|
7 Signs Your Retirement Is Off-Track
|
Apr 29, 2022 |
|
7 Signs Your Retirement Is On-Track
|
Apr 27, 2022 |
|
Reassuring Signs Your Retirement Is On-Track
|
Apr 25, 2022 |
|
How Do Gains and Dividends Affect Your Retirement?
|
Apr 15, 2022 |
|
How to Begin Your Retirement Practice Year
|
Apr 13, 2022 |
|
Turning Retirement Savings Into A Retirement Paycheck
|
Apr 11, 2022 |
|
Rushing Into A Decision Can Cost You More Than You Realize!
|
Apr 08, 2022 |
|
Don't Be A Fool - Understand Your Phase Of Finance
|
Apr 06, 2022 |
|
Don't Be Made A Fool - Understand Your Phase Of Finance
|
Apr 04, 2022 |
|
Are You Keeping Up With The Tax Code?
|
Apr 01, 2022 |
|
Don't Miss A Small Contribution To Make A Huge Difference!
|
Mar 30, 2022 |
|
The Taxes Are Coming! The Taxes Are Coming!
|
Mar 28, 2022 |
|
Making the Most of Your 401(k)
|
Mar 25, 2022 |
|
Are You Missing Opportunities in Your 401(k)?
|
Mar 23, 2022 |
|
Getting the Job Done
|
Mar 21, 2022 |
|
Capital Gains - The Untold Story
|
Mar 18, 2022 |
|
Inflation and the Stock Market
|
Mar 16, 2022 |
|
The Other Side of the Coin
|
Mar 14, 2022 |
|
Are You Willing To Gamble Half A Million Dollars?
|
Mar 11, 2022 |
|
Going With Your Gut Can Cost You Big Money
|
Mar 09, 2022 |
|
Making The Right Call
|
Mar 07, 2022 |
|
Do You Have Any Defense In Place To Protect Against A Market Decline?
|
Mar 04, 2022 |
|
Are You Prepared For The Tax Tsunami?
|
Mar 02, 2022 |
|
Oh, The Ways You Will Pay!
|
Feb 28, 2022 |
|
Financial Planning With The End In Mind. Part 2
|
Feb 25, 2022 |
|
Financial Planning With The End In Mind. Part 1
|
Feb 23, 2022 |
|
Planning With The End In Mind
|
Feb 21, 2022 |
|
Are Your Investment Choices Late To The Game?
|
Feb 18, 2022 |
|
Is Incremental Incapacitation Going To Affect You? (with special guest Tom Hurley, J.D.)
|
Feb 16, 2022 |
|
A Date Late And A Dollar Short
|
Feb 14, 2022 |
|
Is Uncle Sam A Bigger Factor Than Investment Losses?
|
Feb 11, 2022 |
|
Our 5 Critical Elements For Financial Planning
|
Feb 09, 2022 |
|
The Financial Planning Topics That Reign Supreme
|
Feb 07, 2022 |
|
Are Your Life Experiences Going To Cause You Financial Regrets?
|
Feb 04, 2022 |
|
Are You Missing Critical Decisions That Can Wreck Your Retirement?
|
Feb 03, 2022 |
|
Are You Hurting Your Beneficiaries By Leaving Them A Gift?
|
Feb 02, 2022 |
|
Are You Willing To Risk Half A Million Dollars On Your Retirement?
|
Feb 01, 2022 |
|
Costly Mistakes You Could Be Making
|
Jan 31, 2022 |
|
Are Your Retirement Assumptions Misguided?
|
Jan 28, 2022 |
|
How Much Are Taxes Actually Costing You?
|
Jan 27, 2022 |
|
Do You Really Know What It Takes To Live?
|
Jan 26, 2022 |
|
Is Social Security One Of Your Greatest Assets?
|
Jan 25, 2022 |
|
Can I Retire Yet?
|
Jan 24, 2022 |
|
Do You Understand Opportunity Cost?
|
Jan 21, 2022 |
|
Are Mutual Funds Making You Poor?
|
Jan 19, 2022 |
|
Why Are Annuities Poor Investment Choices?
|
Jan 18, 2022 |
|
Buyer Beware
|
Jan 17, 2022 |
|
How Can You Determine Your Financial Health
|
Jan 14, 2022 |
|
What Does Fading Away Mean For You, Your Family And Your Legacy
|
Jan 13, 2022 |
|
Your Health And Your Finances
|
Jan 12, 2022 |
|
Why Do We Consider Health Savings Accounts Pure Gold?
|
Jan 11, 2022 |
|
What Does Your Financial Health Depend On?
|
Jan 10, 2022 |
|
Financially Dangerous: Getting Into A Routine
|
Jan 07, 2022 |
|
How To Turn Financial Catastrophes Into Inconveniences
|
Jan 06, 2022 |
|
Prepare For Cognitive Decline
|
Jan 05, 2022 |
|
Financial Habits - Continue To Educate Yourself
|
Jan 04, 2022 |
|
Financial Habits To Ease The Transition Into Retirement
|
Jan 03, 2022 |
|
How We Can Help Companies Be Better Givers
|
Dec 31, 2021 |
|
Making The Most Of Your Gifting
|
Dec 30, 2021 |
|
The Crucial Ingredients Of Successful Giving: Timing, Application And Credit (At Least From A Tax Perspective)
|
Dec 29, 2021 |
|
How We Have Helped People Be Better Givers
|
Dec 28, 2021 |
|
The Better Giver Christmas Special
|
Dec 27, 2021 |
|
Don't Just Plan For The Metaphorical "Hit By A Bus" - Fading Away
|
Dec 24, 2021 |
|
Should You Age At Home?
|
Dec 23, 2021 |
|
Can You Afford To Live Until You Are 100?
|
Dec 22, 2021 |
|
It Is Never Too Early For Legacy Planning, But It Can Be Too Late
|
Dec 21, 2021 |
|
Elderhood Planning
|
Dec 20, 2021 |
|
Is Your Financial Advisor Keeping Up With The Times?
|
Dec 17, 2021 |
|
Is There A Penalty For Being Prudent?
|
Dec 16, 2021 |
|
How Will A Market Decline Affect You?
|
Dec 15, 2021 |
|
Are You Preparing For The Wrong Average?
|
Dec 14, 2021 |
|
Tips To Make Your Money Last A Lifetime
|
Dec 13, 2021 |
|
What Is The Mega Roth And How Can I Use It?
|
Dec 10, 2021 |
|
How Standard Are Tax Audits And What Can I Do To Avoid Them?
|
Dec 09, 2021 |
|
Tax Brackets - Back To The Basics Of Bracket Bumping
|
Dec 08, 2021 |
|
Things You Can Do Now To Prepare For The End Of The Tax Year
|
Dec 07, 2021 |
|
Unknown Fees In Your Investments
|
Nov 30, 2021 |
|
Reading Your Tax Return Could Change Your Financial Future
|
Nov 26, 2021 |
|
Creating A Retirement Budget
|
Nov 25, 2021 |
|
Your Assets vs. Income
|
Nov 24, 2021 |
|
Standard Of Living vs. Current Income
|
Nov 23, 2021 |
|
Retirement - 7 Things You Need To Consider
|
Nov 22, 2021 |
|
The 5 Critical Elements To Your Financial Wellbeing
|
Nov 19, 2021 |
|
IRAs vs. Roth - Contribution
|
Nov 18, 2021 |
|
Should You Contribute To Your 401k?
|
Nov 17, 2021 |
|
Tax Breakdown - 1040, 401K, IRA and Roth Contributions
|
Nov 16, 2021 |
|
Back To Basics #2
|
Nov 15, 2021 |
|
The Case Against Annuities
|
Nov 12, 2021 |
|
Why Family Trustees May Not Be The Way To Go
|
Nov 11, 2021 |
|
Your "Number" May Not Be What You Think
|
Nov 10, 2021 |
|
How To Be Charitable NOW vs. After You Are Gone
|
Nov 09, 2021 |
|
Coming Back From The Grave - What You Can Do Today To Haunt Your Family Later
|
Nov 05, 2021 |
|
End Of Life Planning
|
Nov 04, 2021 |
|
Death Tax
|
Nov 03, 2021 |
|
Are You Paying Taxes On Income You Will Never See?
|
Nov 02, 2021 |
|
Inheriting Your Spouse's IRA: The Widow's Guide to Keeping More of Her Assets
|
Oct 29, 2021 |
|
Exit Plan - What To Do Before Selling A Business
|
Oct 28, 2021 |
|
Why Doing Your Own Taxes Is Dangerous
|
Oct 27, 2021 |
|
401(k)s vs. IRA's - Which Plan Is Right For You
|
Oct 26, 2021 |
|
Wills, Trusts And Successor Trustees
|
Oct 22, 2021 |
|
Preparing For The Death Of A Spouse
|
Oct 21, 2021 |
|
Preparing For Volatility
|
Oct 20, 2021 |
|
Preparing For Terminal Illness
|
Oct 19, 2021 |
|
Joyce Marter - The Financial Mindset Fix
|
Oct 15, 2021 |
|
Preparing For Retirement
|
Oct 14, 2021 |
|
Paying Off Debt vs. Saving
|
Oct 13, 2021 |
|
When You Have Money To Invest, Where Should You Invest It?
|
Oct 12, 2021 |
|
Life Changes And Many Think Your Investments Should Change Also
|
Oct 08, 2021 |
|
Empty Nesters - The Sky May Not Be The Limit, But The Choices Are More Expensive
|
Oct 07, 2021 |
|
Raising Grandchildren And Leaving A Legacy
|
Oct 06, 2021 |
|
The Most Important Lesson We Never Taught Our Children
|
Oct 05, 2021 |
|
IRA's Have Changed. Have Your Beneficiaries Or Your Situation Changed?
|
Oct 01, 2021 |
|
You Put Too Much In A 529; Now What?
|
Sep 30, 2021 |
|
Pt. 2 What happens when you are no longer the right person to make the most critical decisions?
|
Sep 29, 2021 |
|
Pt. 1 What happens when you are no longer the right person to make the most critical decisions?
|
Sep 28, 2021 |
|
Tax Planning vs. Tax Reporting?
|
Sep 24, 2021 |
|
Pay Off Debt vs. Save More?
|
Sep 23, 2021 |
|
Stocks, Bonds, Real Estate, Cash and Commodities?
|
Sep 22, 2021 |
|
Suitability vs. Fiduciary?
|
Sep 21, 2021 |
|
How Your RMD Year Affects Your Taxes
|
Sep 17, 2021 |
|
Social Security Timing
|
Sep 16, 2021 |
|
The Two Tax Dates To Remember
|
Sep 15, 2021 |
|
When Can You Take Retirement Distributions Without A Penalty?
|
Sep 14, 2021 |
|
Successor Trustees - The Obligations And The Liability
|
Sep 10, 2021 |
|
Safety Net - How Drawdown Protection Works
|
Sep 09, 2021 |
|
Having A Plan B - Preparing For The Unexpected. Know Your Options
|
Sep 08, 2021 |
|
Safety In Numbers - How Diversification Works
|
Sep 07, 2021 |
|
How Long Do I Need To Keep Documents, And Why? Who Needs To Have Access To Them?
|
Sep 03, 2021 |
|
RMD's: They Are Called Required For A Reason
|
Sep 02, 2021 |
|
How Much Do You Lose If You Take Social Security At The Wrong Time?
|
Sep 01, 2021 |
|
Inheritance And The Tax Rules You Need To Make Sure They Know
|
Aug 31, 2021 |
|
Is There A Magic Retirement Number?
|
Aug 27, 2021 |
|
Must Ask Questions Before Hiring A New Financial Advisor
|
Aug 26, 2021 |
|
Talking With Parents About Money - How To Have A Comfortable Conversation
|
Aug 25, 2021 |
|
Trusts And Trustees Are More Important Than You May Think
|
Aug 24, 2021 |
|
Top Seven Money Tips For Your Kids
|
Aug 20, 2021 |
|
Suddenly Single PT 2: What Happens When You Have To Make All The Financial Decisions?
|
Aug 19, 2021 |
|
Suddenly Single PT 1: What Happens When You Have To Make All The Financial Decisions?
|
Aug 18, 2021 |
|
What Happens When You Are No Longer Filing A Joint Return
|
Aug 17, 2021 |
|
There Are Options When Choosing Where To Age
|
Aug 13, 2021 |
|
Do You Know The Best Age To Take Social Security?
|
Aug 12, 2021 |
|
What To Do When One Of You Begins To Slip
|
Aug 11, 2021 |
|
Maturing Bonds
|
Aug 10, 2021 |
|
Paying Taxes On Retirement Accounts Is Frustrating (with Special Guest Ben Smith)
|
Aug 05, 2021 |
|
Why You Should Monitor Your Aging Parents' Finances And How To Do It (with Special Guest Cameron Huddleston)
|
Aug 03, 2021 |
|
Retirement Is A Marathon, Not A Sprint
|
Jul 30, 2021 |
|
Stay Out Of The Penalty Box With The IRS
|
Jul 29, 2021 |
|
Practice Makes Perfect, How A Practice Retirement Year Can Set You Up For A Win
|
Jul 28, 2021 |
|
Things To Consider When Building Your Financial Team
|
Jul 27, 2021 |
|
Talking To Your Parents About Their Money Before It Is Too Late
|
Jul 23, 2021 |
|
Preparing To Be An Empty Nester?
|
Jul 22, 2021 |
|
Teaching Our Children (No Matter How Old) Good Money Habits
|
Jul 21, 2021 |
|
A New Bundle Of Joy Also Comes With A Bundle Of Tax Benefits (with Special Guest Ben Smith)
|
Jul 20, 2021 |
|
Will You Outlive Your Retirement?
|
Jul 16, 2021 |
|
The Death Of Your Company
|
Jul 15, 2021 |
|
Calamity Can Strike At Any Time. Here Is How You Can Be Ready
|
Jul 14, 2021 |
|
Learn How Processes Can Make You Money
|
Jul 13, 2021 |
|
Annual Tax Planning Can Make A Big Difference
|
Jul 09, 2021 |
|
Tips For Transitioning To Your Life After Work
|
Jul 08, 2021 |
|
Freedom From Financial Worry - Hiring A Fiduciary
|
Jul 07, 2021 |
|
The Big Question: When Will I Have Enough Money To Retire
|
Jul 06, 2021 |
|
5 Critical Elements
|
Jul 02, 2021 |
|
Allocation - Diversification
|
Jul 01, 2021 |
|
Importance Of A Trust And Trustees
|
Jun 30, 2021 |
|
Team Structure At FEG
|
Jun 29, 2021 |
|
There Are Two Tax Codes, One For The Informed And One For The Uninformed
|
Jun 25, 2021 |
|
Changes In Tax Rules
|
Jun 24, 2021 |
|
Learn How Gains Shape The Wealth Landscape
|
Jun 23, 2021 |
|
Learn How Tax Planning And Tax Reporting Are Different
|
Jun 22, 2021 |
|
Taxes play a bigger part for your beneficiaries than you think.
|
Jun 18, 2021 |
|
Turning Your Savings Into Income
|
Jun 17, 2021 |
|
Planning for your children's future is more than just putting money in the bank
|
Jun 16, 2021 |
|
Downsizing can be more costly than you realize
|
Jun 15, 2021 |
|
What To Do When Your Best Laid Plans Go Astray – Changes In Your Financial Phase
|
Jun 11, 2021 |
|
Navigating Combining Assets From A Second Marriage
|
Jun 10, 2021 |
|
What to do first when you lose a spouse.
|
Jun 09, 2021 |
|
Planning For A Job Loss, Before It Happens
|
Jun 08, 2021 |
|
RMD's: Should You Let The IRS Force Your Hand Or Start Withdrawing Early?
|
Jun 04, 2021 |
|
Your Largest Expense May Not Be What You Think It Is.
|
Jun 03, 2021 |
|
When You Go To Retire, Where And How Is The Income Distributed?
|
Jun 02, 2021 |
|
How Can A Retirement Practice Year Prepare You For Your Life After Work?
|
Jun 01, 2021 |
|
General Finance - Budgets, credit score, compound interest
|
May 28, 2021 |
|
Retirement V For Victory
|
May 27, 2021 |
|
IRA's - Roth Conversion
|
May 26, 2021 |
|
Social Security
|
May 25, 2021 |
|
What Is A Special Needs Trust And Do You Need One?
|
May 21, 2021 |
|
Who Takes Care Of You When You Can't Take Care Of Yourself?
|
May 20, 2021 |
|
Your Heirs Need To Know About This Tax Code Change
|
May 19, 2021 |
|
Making The Most Of Your Charitable Donations
|
May 18, 2021 |
|
Do you know one the stiffest penalties in the tax code could impact your IRA?
|
May 14, 2021 |
|
Should you start using your IRA money before your required starting date?
|
May 13, 2021 |
|
If you are leaving the workforce, there may be options you need to consider.
|
May 12, 2021 |
|
Is an UTMA a good tool for transferring assets to minor children?
|
May 11, 2021 |
|
Tax Reporting vs. Tax Planning: Which One Wins The Race?
|
May 07, 2021 |
|
Do You Understand How Inflation Can Wreck Your Retirement?
|
May 04, 2021 |
|
Adapting Your Investment Decisions
|
Apr 30, 2021 |
|
In Search Of Income
|
Apr 29, 2021 |
|
Why You Should Reduce The Number Of Your Accounts
|
Apr 28, 2021 |
|
In Service Non-Hardship Distributions
|
Apr 27, 2021 |
|
Retirement Strategies
|
Apr 23, 2021 |
|
What Happens If Your 529 Plan Doesn't Go As Planned?
|
Apr 22, 2021 |
|
Your Successor Trustee Makes All The Difference In The World
|
Apr 21, 2021 |
|
How Can You Know If Your Accounts Are Truly Diversified?
|
Apr 20, 2021 |
|
Tax Brackets - Marginal vs. Effective
|
Apr 16, 2021 |
|
IRA's - No Longer Stretched
|
Apr 15, 2021 |
|
Long Term Capital Gains - Cost Basis
|
Apr 14, 2021 |
|
Charitable Gifting
|
Apr 13, 2021 |
|
Wills & Trusts: Which One Offers More Control When You Are Gone?
|
Apr 09, 2021 |
|
Tax Diversification vs. Tax Deferral
|
Apr 08, 2021 |
|
Unknown Fees: The Truth Behind Wall Street's Hidden Agenda
|
Apr 07, 2021 |
|
Stocks & Bonds: Which Of The Two Have More Power In Your Financial Future?
|
Apr 06, 2021 |
|
Giving UP The DIY Approach To Investing
|
Apr 02, 2021 |
|
Preparing For An Unknown Future
|
Apr 01, 2021 |
|
Finding Your Place In Retirement
|
Mar 31, 2021 |
|
Charitable Gifting Strategies During Retirement
|
Mar 30, 2021 |
|
Student Housing Costs How Much?
|
Mar 26, 2021 |
|
Could Refinancing Be The Right Fit For You In Retirement?
|
Mar 25, 2021 |
|
What To Consider When Relocating
|
Mar 24, 2021 |
|
Selling A Long Time Home - Appreciated Assets
|
Mar 23, 2021 |
|
Efficiently dividing assets in a divorce can make a bad situation a little more bearable.
|
Mar 19, 2021 |
|
Sandwich Generation
|
Mar 18, 2021 |
|
What Is The Difference Between A Trust And A Trust Protector?
|
Mar 17, 2021 |
|
How To Talk To Your Parents About Money
|
Mar 16, 2021 |
|
What Is A Gold IRA & Do You Need It In Your Portfolio?
|
Mar 12, 2021 |
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What To Consider When Hiring A New Financial Advisor
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Mar 11, 2021 |
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Why A Retirement Budget Is Key
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Mar 10, 2021 |
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How Emotional Trading Can Wreck Your Retirement
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Mar 09, 2021 |
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Drawdown Protection
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Mar 05, 2021 |
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Savings Then Distribution
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Mar 04, 2021 |
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Interest Rates
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Mar 03, 2021 |
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Housing Market
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Mar 02, 2021 |
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How to Maximize Giving During the Pandemic
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Feb 26, 2021 |
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What to do with your Retirement Account after you Separate from the Workforce
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Feb 25, 2021 |
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Retirement Practice Year
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Feb 24, 2021 |
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Considerations and Strategies for Long Term Relationships and Employment during the Covid Crisis
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Feb 23, 2021 |
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Tax Deferral vs. Tax Recognition
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Feb 19, 2021 |
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Inflation vs. Deflation
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Feb 18, 2021 |
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Defined Distribution
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Feb 17, 2021 |
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Revocable vs. Irrevocable Trusts
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Feb 16, 2021 |
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Cyber Security Part 2
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Feb 12, 2021 |
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Cyber Security Part 1
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Feb 11, 2021 |
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Change in Inherited IRA Rules
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Feb 10, 2021 |
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Conflicts of Interest
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Feb 09, 2021 |
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V Is For Victory - It Takes Combining Every Player In The Retirement Plan To Work In Sync
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Feb 05, 2021 |
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The Investment Playbook - Maintaining The Right Mix Of Assets In Your Portfolio
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Feb 04, 2021 |
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The IRS Isn't Afraid To Throw A Flag And Charge You With A Penalty
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Feb 03, 2021 |
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Bulls vs. Bears - Keeping Your Emotions In Check
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Feb 02, 2021 |
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Should You Accept The 2020 Coronavirus Distribution Gift Or Send It Back
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Jan 29, 2021 |
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Social Security Isn't Necessarily The Best Gift You Receive At Age 62
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Jan 28, 2021 |
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What Happens When Your Bond Reaches Its Maturity Date
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Jan 27, 2021 |
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Turning 72 Is More Than Just Receiving Gifts
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Jan 26, 2021 |
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What To Know If You Live In Two States
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Jan 22, 2021 |
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Home Is Where Your Domicile Is
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Jan 21, 2021 |
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When Snowbirds Can't Fly
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Jan 20, 2021 |
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What To Know About Coronavirus Relief In 2021
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Jan 19, 2021 |
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Why Empty Nesting Is Not All It's Cracked Up To Be
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Jan 15, 2021 |
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Beginning A New Life After Work
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Jan 14, 2021 |
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What To Do After The Loss Of A Spouse
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Jan 13, 2021 |
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About The 5-Year Roth IRA Rule
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Jan 12, 2021 |
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Understanding How To Harvest Losses
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Jan 08, 2021 |
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Successful Habits To Teach Your Children
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Jan 07, 2021 |
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A Lesson About Recessions
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Jan 06, 2021 |
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How Annuities Actually Work
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Jan 05, 2021 |
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BEST OF! Coronavirus Housing Boom, Charitable Considerations, and More!
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Dec 31, 2020 |
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A PLAN with a Purpose
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Dec 24, 2020 |
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Death of Deferment, End of Year Planning, and More!
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Dec 17, 2020 |
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Superheroes of Finance
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Dec 10, 2020 |
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Timing Social Security, Having Enough to Retire, and Charitable Gifting Strategies
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Dec 03, 2020 |
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Best Of Consider This! Saving in your 30's, Passive Investing, and More!
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Nov 26, 2020 |
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Death And Taxes
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Nov 20, 2020 |
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Roth IRAs, Life Insurance, Wall Street, and More!
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Nov 12, 2020 |
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Leaving Assets Behind, Indiana College Choice Plan, and More!
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Nov 05, 2020 |
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Best Of... Timeshares, Reading The Ticker, Estate Planning, and more!
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Oct 29, 2020 |
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Special Needs Trusts, Health VS Wealth, and More!
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Oct 22, 2020 |
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Cyber Security and PPP Loans
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Oct 15, 2020 |
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Influencers, the Economy Verses the Stock Market, and More!
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Oct 08, 2020 |
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Pets And Your Will, Passive Investing, Charitable Considerations, and More!
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Sep 24, 2020 |
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Estate Planning, Expatriation, and More!
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Sep 17, 2020 |
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Social Security Windfalls, Reading The Ticker, Executors, and More!
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Sep 10, 2020 |
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Yields, Divorce, QCDs and RMDs!
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Sep 03, 2020 |
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Insurance Policies, Technical Trading, Bracket Bumping, and More!
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Aug 27, 2020 |
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Timeshares, Stock Splits, And More!
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Aug 20, 2020 |
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Big Mac Index, Parents with Dementia, and More!
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Aug 13, 2020 |
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Designed Distribution, Roth Conversions, and More!
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Aug 06, 2020 |
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Roth IRAs Are Awesome, The Financial Crisis, and More!
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Jul 30, 2020 |
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The Standard Deduction
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Jul 23, 2020 |
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Everything About Taxes
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Jul 16, 2020 |
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Avoiding Tax Audits, Charitable Gifting, and More!
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Jul 09, 2020 |
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Consider This Program & Jeffrey Mount, PHD
|
Jul 04, 2020 |
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Natural Disaster Insurance
|
Jul 02, 2020 |
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Different Types Of Life Insurance
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Jun 25, 2020 |
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International Investing
|
Jun 11, 2020 |
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Stock Buyback Myths
|
Jun 04, 2020 |
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Consider This & Benjamin Hardy, PHD
|
Jun 03, 2020 |
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Dr. Cameual Wright
|
Jun 02, 2020 |
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Harvesting Losses
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May 28, 2020 |
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Acts and Heirs
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May 21, 2020 |
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Relief Rally
|
May 14, 2020 |
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Retirement Budgets
|
May 13, 2020 |
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Distribution And Retirement In Today's Economy
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May 07, 2020 |
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Volatile Income
|
Apr 30, 2020 |
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CARE Act and 401k
|
Apr 23, 2020 |
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Financial Upgrades
|
Apr 16, 2020 |
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The Care Act
|
Apr 09, 2020 |
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Federal Intervention
|
Apr 02, 2020 |
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Crazy Economic Times
|
Mar 19, 2020 |
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Extreme Market Volatility
|
Mar 12, 2020 |
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Talking About Finances
|
Mar 05, 2020 |
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Market Misbehavior - David Keller, CMT
|
Mar 04, 2020 |
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Budget For Retirement
|
Feb 27, 2020 |
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"Dreaded" Phantom Capital Grains
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Feb 20, 2020 |
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Buffered ETFs
|
Feb 13, 2020 |
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Standard Verses Itemized Deduction
|
Feb 06, 2020 |
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Investing In Gold
|
Jan 23, 2020 |
|
Secure Act
|
Jan 16, 2020 |
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Cost Basis
|
Jan 09, 2020 |
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Resolutions and Why They Don't Work!
|
Jan 03, 2020 |
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Suddenly Single
|
Dec 27, 2019 |
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Social and Enviornmental Investing
|
Dec 19, 2019 |
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Consider This Best Of
|
Dec 12, 2019 |
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Black Friday
|
Dec 05, 2019 |
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401K, IRA, Digital Assets, Charitable Giving...What To Do?
|
Dec 02, 2019 |
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Saving For College
|
Nov 21, 2019 |
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Answering Your Questions on ETFs, Mutual Funds & More
|
Nov 14, 2019 |
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Brexit, Can you Retire on 500k and More
|
Nov 07, 2019 |
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Life Insurance Lessons
|
Oct 31, 2019 |
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Conscious Retirement with Dr. Paul Ward
|
Oct 28, 2019 |
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Recession Lesson
|
Oct 24, 2019 |
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When To Retire
|
Oct 17, 2019 |
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The Aging Rental Market
|
Oct 10, 2019 |
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Permanent Happiness
|
Oct 09, 2019 |
|
Stretch IRA
|
Oct 03, 2019 |
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IRAs Verses Everything Else
|
Sep 26, 2019 |
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All About Roth IRAs
|
Sep 19, 2019 |
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Trust Planning
|
Sep 12, 2019 |
|
Consider This Podcast Breakout to RADIO
|
Sep 05, 2019 |
|
Biggest Financial Decision You will Ever Make
|
Aug 22, 2019 |
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Investing For Your Retirement
|
Aug 08, 2019 |
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Expectation Versus Reality
|
Aug 01, 2019 |
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Why Legacy Planning Matters All The Time
|
Aug 01, 2019 |
|
IRA Encyclopedia
|
Jul 25, 2019 |
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Designing Your Distribution
|
Jul 18, 2019 |
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How Will Healthcare Shape Your Retirement?
|
Jul 11, 2019 |
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Thinking Back and Understanding Things Change...
|
Jul 04, 2019 |
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Things To Consider In Retirement
|
Jun 27, 2019 |
|
Income Share Agreements
|
Jun 13, 2019 |
|
Retirees With Student Debt!
|
Jun 06, 2019 |
|
Graduation Season
|
May 23, 2019 |
|
Myths In The Financial World
|
May 16, 2019 |
|
Gender Investing
|
May 09, 2019 |
|
Answering Your Questions on how to Distribute
|
May 02, 2019 |
|
Why Not Start Now!
|
Apr 25, 2019 |
|
Changing of the Guard - Inherited Assets
|
Apr 18, 2019 |
|
One Thing Leads to Another
|
Apr 11, 2019 |
|
The Retirement Reality
|
Mar 28, 2019 |
|
Thought Processes Shouldn't Change
|
Mar 21, 2019 |
|
Convert or Contribute & Planning Matters
|
Mar 14, 2019 |
|
Stop the Insanity!
|
Mar 07, 2019 |
|
The Three Retirement Robbers
|
Feb 28, 2019 |
|
Chocolate Cake
|
Feb 15, 2019 |
|
When Important and Urgent Collide
|
Feb 07, 2019 |
|
Consider This Program - Episode 2/2/19 - The Right Questions
|
Jan 31, 2019 |
|
Breaking Down the Game of "Risk"
|
Jan 24, 2019 |
|
Equity-Indexed Annuities
|
Jan 17, 2019 |
|
Defined Distribution...How Do You Get It Out!
|
Jan 09, 2019 |
|
Should I refinance my mortgage in 2019?
|
Jan 03, 2019 |
|
New Years Resolutions
|
Dec 31, 2018 |
|
REALLY, anyone can be a Financial Planner, HOWEVER...
|
Dec 08, 2018 |
|
The end is near for the 2018 tax year. Things you should Consider today.
|
Nov 27, 2018 |