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Your Team
Financial Advisors
Events
Podcast
Books
Blog
Weekly Updates
Contact
Schedule Call
Financial
09/26/2022
Ep. 177 – Will I Avoid IRMAA Surcharges on Medicare?
Are you going to be able to avoid IRMAA surcharges on Medicare parts B and D? IRMAA stands for Income-Related Monthly Adjusted Amount, an...
Sep 26
09/19/2022
Ep. 176 – The GPS Retirement System
When you think about the GPS in your car, you think about how it will direct you to the right destination. The most important part of you...
Sep 19
09/12/2022
Ep. 175 – Beneficiary Designations – What You Need to Know
Have you been wondering whether to do a beneficiary and how to do it? There are different accounts that require you to have beneficiaries...
Sep 12
08/29/2022
Ep. 173 – Peace of Mind Wealth Management Process
Are you considering taking that complimentary call and possibly working with us? Here at Peace of Mind, we have a well-curated system fro...
Aug 29
08/22/2022
Ep. 172 – I Bonds – How They Work
Have you heard of I bonds and are wondering how they can work for you? An Inflationary bond is an interest-earning bond issued by the gov...
Aug 22
08/15/2022
Ep. 171 – Jen Smith – Frugal Is Not a Bad Word
How in control are you of your spending? Have you ever considered living a frugal lifestyle? Frugality is about being conscious about you...
Aug 15
08/08/2022
Ep. 170 – Diane Omdahl – How Does Medicare Work?
If you don’t have Medicare all figured out, you’re not alone. Medicare is very complicated to understand and even get into. It is importa...
Aug 08
07/25/2022
Ep 168 – Where Is My Episode?
Over the last couple of years, we’ve covered many topics on investing and retirement planning. We have a whole library of information on ...
Jul 25
07/04/2022
Ep. 165 – Nick Espinosa – Cybersecurity
How do you keep your finances safe in a world where cybersecurity has become a household term? In a world where we’re performing most of ...
Jul 04
06/28/2022
Ep. to 164 – How to Plan for Inflation in Retirement
How does inflation affect your retirement? We’re currently experiencing high inflation due to a number of reasons and it’s only wise to k...
Jun 28
06/20/2022
Ep. 163 – Steven Jarvis – Mid-Year Tax Strategies
Are you committed to having a tax-planning conversation outside the tax season? The only way to win in the tax game is to have a proactiv...
Jun 20
06/13/2022
Ep. 162 – 401k Versus IRA
Do you understand the difference and similarities between 401ks and IRAs? How can you make the two or one make sense for you as your reti...
Jun 13
06/06/2022
Ep. 161 – How Required Minimum Distributions and QCDs Work?
When it comes to taking your money out of your IRAs and 401ks after retirement age, you might need to understand the terms RMDs and QCDs....
Jun 06
05/23/2022
Ep. 159 – When is Cash Good?
Why would cash be able to beat other types of investments? When dealing with a volatile market like we’re currently experiencing, cash ca...
May 23
05/16/2022
Ep. 158 – Tax Planning Versus Tax Preparation
Did you know that you can legally and ethically avoid paying unnecessary taxes by working with the tax code? With tax planning, you can a...
May 16
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