Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
| Episode | Date |
|---|---|
|
Jump Start Your Year: New Year Financial Tips for Smarter, More Intentional Planning
|
Jan 07, 2026 |
|
Tax-Efficient Investing: How to Lower Your Tax Bill Without Sacrificing Growth
|
Dec 31, 2025 |
|
Am I Ready to Retire? Risk, Returns, and Real Answers
|
Dec 24, 2025 |
|
What to do with an Inherited IRA (And the Mistakes to Avoid)
|
Dec 17, 2025 |
|
Year End Planning - The Two Minute Drill for Your Financial Life
|
Dec 10, 2025 |
|
Your Biggest Retirement Questions Answered: Client Q&A
|
Dec 03, 2025 |
|
What Does Fee Only Really Mean
|
Nov 26, 2025 |
|
The End of the Penny and What It Means for The Future of Money
|
Nov 19, 2025 |
|
Should I Pay Off My Mortgage Before Retirement?
|
Nov 12, 2025 |
|
High Income to High Net Worth: The Smart Way to Build Wealth That Lasts
|
Nov 05, 2025 |
|
Charitable Giving Strategies to Maximize Your Tax Deductions
|
Oct 29, 2025 |
|
Qualified vs. Non-Qualified Accounts: What It Really Means for Your Money
|
Oct 22, 2025 |
|
Maxed Out Your 401k? Here’s What to Do Next
|
Oct 15, 2025 |
|
What to Do with an Old (or Forgotten) 401k
|
Oct 08, 2025 |
|
The Best Age to Retire? It’s Not What You Think
|
Oct 01, 2025 |
|
The Cash Balance Plan Advantage: Maximize Savings, Minimize Taxes
|
Sep 24, 2025 |
|
Retirement Planning Mistakes: Don’t Forget These Hidden Costs!
|
Sep 17, 2025 |
|
How Portfolio Rebalancing Can Help You Stay on Track for Retirement
|
Sep 10, 2025 |
|
Wills and Trusts: What You Need to Know to Pass On Your Wealth Wisely
|
Sep 03, 2025 |
|
ETFs vs. Mutual Funds: What’s the Real Difference?
|
Aug 27, 2025 |
|
HSA Benefits: How to Use Your Health Savings Account for Maximum Impact
|
Aug 20, 2025 |
|
Required Minimum Distributions: RMDs Explained
|
Aug 13, 2025 |
|
Old Policies, New Problems: When to Rethink and Review Your Insurance
|
Aug 06, 2025 |
|
Breaking Down the Big Beautiful Bill: Tax Cuts and Opportunities
|
Jul 30, 2025 |
|
FOMO and Investing: Why Emotions Sabotage Your Strategy
|
Jul 23, 2025 |
|
Self-Employed Retirement Planning: How to Maximize Tax Savings and Wealth
|
Jul 16, 2025 |
|
What to Do After Maxing Out Your 401k
|
Jul 09, 2025 |
|
Investing in CDs: A Low-Risk Strategy You’re Probably Overlooking
|
Jul 02, 2025 |
|
The Difference Between Permanent Life Insurance and Term Life Insurance (and Why It Matters)
|
Jun 25, 2025 |
|
Your Medicare Choice Might Be Permanent - Here’s What to Know (with Medicare Specialist Andrew Mersereau)
|
Jun 18, 2025 |
|
Making It Count: How to Balance Living for Today and Saving for Tomorrow
|
Jun 11, 2025 |
|
How to Maximize Your Social Security Benefits & Why It Still Matters, Even If You're Wealthy
|
Jun 04, 2025 |
|
Roth Conversion Strategies: Build Wealth for Your Family, Not the IRS
|
May 28, 2025 |
|
What Is a Fiduciary Financial Advisor?
|
May 21, 2025 |
|
Asymmetric Risk: How to Invest Wisely, Even If You’re Wrong Most of the Time
|
May 14, 2025 |
|
WTF is a Mutual Fund Anyway? (And Why No One Knows What's in It)
|
May 07, 2025 |
|
Donor Advised Funds: A Smarter Way to Give (and Save on Taxes)
|
Apr 30, 2025 |
|
Investing in Private Equity as a Business Owner
|
Apr 23, 2025 |
|
The Boring Strategy That Saves Retirements
|
Apr 16, 2025 |
|
Why the Dollar-Cost Averaging Investment Strategy Wins in Down Markets
|
Apr 09, 2025 |
|
The Hidden Risks, and Realities, of Insurance for High-Net-Worth Individuals
|
Apr 02, 2025 |
|
Turning Market Lows Into Tax-Free Growth: The Roth Conversion Advantage
|
Mar 26, 2025 |
|
Physician Retirement Strategies: Making Early Retirement a Reality
|
Mar 19, 2025 |
|
Selling Your Business? Valuation, M&A, and Exit Strategies with Chris Blees, CPA/ABV, CM&AA
|
Mar 12, 2025 |
|
High Net Worth Financial Planning
|
Mar 05, 2025 |
|
Turning High Income into Lasting Wealth: Strategies for High Earners
|
Feb 26, 2025 |
|
Roses Are Red, Violets Are Blue… Are Your Beneficiaries Still Right for You?
|
Feb 19, 2025 |
|
Tariffs Explained: How They Impact Your Wallet and Investments
|
Feb 12, 2025 |
|
Healthcare in Retirement: What You Need to Know to Plan Ahead
|
Feb 05, 2025 |
|
The Future is Now: Investing in AI for Growth and Innovation
|
Jan 29, 2025 |
|
Beyond Tax Prep: Elevating Your Wealth Through Strategic Tax Planning with Max Pollack, CPA
|
Jan 22, 2025 |
|
Prosper, Protect and Pass it on– Estate Planning Tips
|
Jan 15, 2025 |
|
New Year, New Limits: Financial Updates for 2025
|
Jan 08, 2025 |
|
Real Estate and Retirement: What You Need to Know
|
Dec 18, 2024 |
|
Dividend Paying Stocks: Income, Growth, and Risks Explained
|
Dec 11, 2024 |
|
Should I Buy an Annuity? Pros, Cons, and Everything In Between
|
Dec 04, 2024 |
|
Navigating the Mental Shift into Retirement
|
Nov 27, 2024 |
|
Zoom Out: Optimizing Retirement Accounts
|
Nov 20, 2024 |
|
5-10 Years to Go: Retirement Reality Check
|
Nov 13, 2024 |
|
What Now? Strategies for Unused 529 Plan Funds
|
Nov 06, 2024 |
|
Are you making these 3 common retirement mistakes?
|
Oct 30, 2024 |
|
401k Do's and Don'ts: Smart Strategies as You Near Retirement
|
Oct 23, 2024 |
|
The Art of Asset Allocation
|
Oct 16, 2024 |
|
Why the FIRE Movement is BS
|
Oct 09, 2024 |
|
Mastering Monthly Expenses in Retirement
|
Oct 02, 2024 |
|
Navigating the New Rules for Inherited IRAs
|
Sep 25, 2024 |
|
Retirement Milestone: Demystifying Required Minimum Distributions
|
Sep 18, 2024 |
|
Rethinking Home Equity in Your Retirement Strategy
|
Sep 11, 2024 |
|
Beneficiary Basics: Keeping Your Accounts in Order
|
Sep 04, 2024 |
|
Insurance isn't an Investment
|
Aug 28, 2024 |
|
How I Invest: A look inside a CFP's portfolio
|
Aug 21, 2024 |
|
Retirement Planning for Self-Employed Business Owners and 1099 Employees
|
Aug 14, 2024 |
|
The Power of Dollar Cost Averaging: A Timeless Investment Strategy
|
Aug 07, 2024 |
|
Understanding the Yield Curve: Trends and Implications
|
Jul 31, 2024 |
|
Hamilton’s Legacy: Modern Insights into U.S. Treasuries
|
Jul 24, 2024 |
|
Cash Clarity: Navigating Money Market Accounts and Funds
|
Jul 17, 2024 |
|
Certificates of Deposit (CDs): An Old-School Investment Making a Modern Comeback
|
Jul 10, 2024 |
|
From the Runway to Retirement: Financial Planning for Pilots with Nick Coleman, CFP®
|
Jun 19, 2024 |
|
How Elections Shape the Market: Trends and Insights
|
Jun 05, 2024 |
|
Real Estate Investing: Fees, Cash Flow, and Risks
|
May 29, 2024 |
|
Collectibles as an Investment: Where Fun Meets Finance
|
May 22, 2024 |
|
Alternative Investments: Beyond Stocks and Bonds
|
May 15, 2024 |
|
Understanding RMDs: Tips and Resources for Retirees
|
May 08, 2024 |
|
Navigating Healthcare Costs: The HSA Advantage
|
May 01, 2024 |
|
Backdoor Roth: From Tax Burden to Tax-Free Growth
|
Apr 24, 2024 |
|
Dreams to Destinations: Crafting Your Retirement Travel Story
|
Apr 17, 2024 |
|
Streamlining Retirement: Insights into Account Consolidation
|
Apr 10, 2024 |
|
The Power of Catch-Up Contributions
|
Apr 03, 2024 |
|
When can I retire?
|
Mar 27, 2024 |
|
Decoding Bitcoin with Gerry Signorelli
|
Mar 20, 2024 |
|
Welcome to The Field Guide brought to you by Bonfire Financial
|
Dec 12, 2023 |
|
Navigating Taxes with Henry Ip, CPA
|
Nov 29, 2023 |