Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Episode | Date |
---|---|
Building Your Financial House - The Advisor’s Role, Room by Room
|
Apr 21, 2025 |
How to Choose the Right Financial Advisor: Fees, Services & Fit
|
Mar 26, 2025 |
Early Retirement: Myth or Reality?
|
Feb 24, 2025 |
How To Get on the Same Page with Your Spouse (Financially)
|
Jan 15, 2025 |
Developing a Healthy Relationship with Money: featuring Krisstina Wise
|
Dec 18, 2024 |
The Power of Defined Benefit Plans for Small Business Owners
|
Nov 15, 2024 |
Winning at the Tax Game
|
Oct 15, 2024 |
Charitable Giving
|
Oct 01, 2024 |
Structured Notes for Growth (Part 2 of 2)
|
Aug 15, 2024 |
Structured Notes for Income (Part 1 of 2)
|
Aug 08, 2024 |
The Great Insurance Shift: Navigating Your New Normal with Finny Rajchel
|
Jul 15, 2024 |
Lies You’ve Been Told About Money
|
Jun 17, 2024 |
Long-Term Care Insurance: Investing in Peace of Mind
|
May 15, 2024 |
Controlling the Controllables
|
Apr 08, 2024 |
Would You Trade Places with Warren Buffett?
|
Mar 15, 2024 |
How to Navigate the Real Estate Market in Today’s World
|
Feb 15, 2024 |
Top 5 WORST Money Mistakes to Avoid
|
Jan 16, 2024 |
Financial Fortunes: The Inheritance Playbook
|
Dec 15, 2023 |
What is Financial Planning?
|
Nov 15, 2023 |
5 Fears About Retirement
|
Oct 10, 2023 |
7 Lessons to Learn About Money (At Any Age)
|
Sep 13, 2023 |
Getting Wealthy vs. Staying Wealthy
|
May 12, 2023 |
The Seduction of Pessimism
|
Apr 24, 2023 |
Defined Benefit Plan: How Does it Work? (Part 2 of 2)
|
Mar 22, 2023 |
Defined Benefit Plan: What is It? (Part 1 of 2)
|
Mar 02, 2023 |
Cybersecurity & Fraud
|
Jan 04, 2023 |
The Difference Between Risk & Volatility
|
Dec 09, 2022 |
Structured Notes
|
Aug 11, 2022 |
The Bear Market Playbook
|
Jul 15, 2022 |
Gifting
|
May 06, 2022 |
Market Downturns
|
Apr 09, 2022 |
Setting Financial Goals
|
Mar 17, 2022 |
401k’s: The Heart of Retirement Planning
|
Feb 03, 2022 |
Blockchain: Insights from the Experts
|
Sep 20, 2021 |
Cryptocurrency: An Introduction
|
Sep 07, 2021 |
Talking with Your Kids About Money
|
Aug 10, 2021 |
Interest Rates, Inflation, & Implications for Your Bond Portfolio
|
Jul 20, 2021 |
What We Believe a True Financial Advisor Should Do for You
|
Jun 02, 2021 |
Keys to Financial Peace with Your Partner
|
May 17, 2021 |
Uneducated & Emotional Decision Making Destroys Your Financial Wellbeing
|
Mar 30, 2021 |
SOS! Structure, Organize, & Simplify Your Financial Future
|
Feb 01, 2021 |
Start Your Year Off Right, Financially
|
Jan 11, 2021 |
Last Call for End of Year Tax Moves
|
Dec 22, 2020 |
Adjusting in Retirement (Part 3 of 3)
|
Dec 07, 2020 |
Adjusting at Retirement (Part 2 of 3)
|
Nov 24, 2020 |
The Mortgage Boom
|
Nov 05, 2020 |
Adjusting for Retirement (Part 1 of 3)
|
Oct 20, 2020 |
Elections & The Market
|
Oct 14, 2020 |
When Going from Two Incomes to One
|
Oct 06, 2020 |
Investment Tips for a Down Market
|
Sep 19, 2020 |
How to Manage Your Emotions in a Volatile Market
|
Sep 06, 2020 |
3 Ways to Maximize Your Retirement Income
|
Aug 20, 2020 |