Episodes
4 days ago
Student Debt | Real Estate
4 days ago
4 days ago
Episode 529: Join Ryan and Abbie as they explore effective strategies for tackling student loan debt, from federal programs to private refinancing. They also explore four essential factors to consider before diving into rental properties.
Friday Mar 08, 2024
Tax Breaks | Big Regrets
Friday Mar 08, 2024
Friday Mar 08, 2024
Episode 528: Zach and Matthew explore nine common, but avoidable, regrets that are often heard by financial advisors. They also delve into the IRS’s Section 121 Exclusion, revealing details for avoiding capital gains tax on the sale of your home!
Friday Mar 01, 2024
Health Insurance | Optimizing Savings
Friday Mar 01, 2024
Friday Mar 01, 2024
Episode 527: Retiring early? Ryan and Abbie explore healthcare options that can bridge the gap between your workplace plan and Medicare. They also share ten practical strategies that you can put in place to optimize your retirement savings over time.
Friday Feb 23, 2024
Empowering Kids | Money Mastery
Friday Feb 23, 2024
Friday Feb 23, 2024
Episode 526: Abbie and Justin give some practical ideas for training your kids to be financially savvy. You’ll also learn six actionable steps to lower stress and take control of your own finances.
Friday Feb 16, 2024
Retirement Fears | LTC Insurance
Friday Feb 16, 2024
Friday Feb 16, 2024
Episode 525: On this week’s episode, Matthew and Abbie provide strategies for tackling those big retirement worries - from running out of cash to figuring out how to get along with your spouse 24/7! They also dive into long-term care insurance – exploring costs, the right timing for purchase, and whether self-funding is a good alternative for you.
Friday Feb 09, 2024
FOMO Dilemma | Tax Forms
Friday Feb 09, 2024
Friday Feb 09, 2024
Episode 524: Steve and Zach unpack the dangers of FOMO in investing. They also help to demystify all of those retiree tax forms that keep showing up in the mail!
Friday Feb 02, 2024
Audit Triggers | Home Buying
Friday Feb 02, 2024
Friday Feb 02, 2024
Episode 523: Matthew and Justin walk you through key do's and don'ts to help reduce your chances of facing an IRS audit. They also weigh in on whether you should wait for mortgage rates to go down before you buy a house.
Friday Jan 26, 2024
Life Principles | Early Benefits
Friday Jan 26, 2024
Friday Jan 26, 2024
Episode 522: John and Ryan explore six key principles that can help you in life and in investing. They also outline key scenarios when claiming Social Security benefits early can be wise despite conventional wisdom to delay.
Friday Jan 19, 2024
Investing Illusions | Roth Strategies
Friday Jan 19, 2024
Friday Jan 19, 2024
Episode 521: Steve and Matthew explore the pitfalls of self-deception in investing and offer insights into how to build a more successful, long-term financial strategy. They also explain four savvy strategies to maximize Roth account contributions for high-earners.
Friday Jan 12, 2024
Market Predictions | Tax Tips
Friday Jan 12, 2024
Friday Jan 12, 2024
Episode 520: John and Ryan discuss three reasons why stock market predictions are often wrong and share tips for improving your investment results. They also suggest seven New Year’s resolutions that may help to lower your 2024 tax bill.