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Ep. 75 – Kevin Huston – How Does Medicaid Planning Work
Have you ever heard of the term ‘Medicaid’ or ‘Medicaid Planning’? And do you qualify for it? As you start to approach age 65, you should...
Ep. 74 – How to Know Your Advisor Is Not a Bernie Madoff
How do you protect your investment from possible investment fraudsters, A.K.A Bernie Madoff? We’re sure that the last thing you wan...
Ep. 72 – How Does a Variable Annuity Work?
You’ve probably heard of a variable annuity but don’t know how it works or earns money, right? A variable annuity is an inves...
Ep. 69 – Vix Munro – Is A Financial Coach Right For You?
When it comes to investment planning, retirement planning, and financial planning in general, how do you do it? You could do all the rese...
Ep. 68 – Should You Pay Off Your Mortgage?
Paying off your mortgage is more than just a financial decision. It can be an emotional one too. Perhaps it’s one of your long-term goals...
Ep. 66 – How To Convert an IRA to a Roth IRA
Is a Roth conversion right for you? Moving your money from a traditional IRA or 401k and into a Roth IRA can be a smart choice for your f...
Ep. 65 – Andrew Opdyke – The Economy After The First Quarter 2021
The markets got off to a strong start this year, but is this growth set to continue? As the economy slowly starts to rise from the ashes ...
Ep. 64 – How Does Inflation Affect Retirement?
There’s a lot of talk about inflation and the future of our finances right now. If you’re concerned about what this means for your retire...
Ep. 62 – Can You Retire Early?
Have you been thinking, “I’m done with work and ready to retire”? Then you’re not alone. Lots of people are in a similar situation and wa...
Ep. 60 – What Does Being Fiduciary Mean?
A lot of people say you should work with a fiduciary, but what does that mean? If you’ve ever searched for financial help online, chances...
Ep. 59 – Wine Down – Beyond Retirement and Money
Do you have big plans for your retirement? Maybe you want to travel the world? Or you might be content with a nice plot of land you can e...
Ep. 58 – Social Security – When Is The Right Time?
If you’re getting ready for retirement, one of the most important questions you’ll want answering is, “when should I take Social Se...
Ep. 56 – Asset Allocation or Strongest Assets
When working with a financial planner or advisor, it’s important that you’re aligned on how you want your money invested. There are many ...
Ep. 55 – Mary Thacker – Banking in Retirement – Know Your Options
How much do you know about your retirement banking options? Whether you use a traditional or private bank to manage your money, there are...
Ep. 54 – Annuities – Portfolio Implementation – Part 8
There are two major reasons why people use an annuity as part of their retirement portfolio. First, a fixed index annuity gives you compl...
Ep. 94 -Tax Strategies for Non-IRA Brokerage Accounts
Ep 93 – Wine Down – Taxes, Roth Conversion, Market Correction and Inflation
Ep. 92 – What Is the Process to Move from One Advisor to Another?