Episodes

Friday Nov 02, 2018
Market Update & High-Income Investments
Friday Nov 02, 2018
Friday Nov 02, 2018
Episode 249: Concerned about the recent market correction? Get the facts from Steve and John. You'll also learn some additional tax-favored investment options you can take advantage of after maxing out your IRA's and 401(k)s for the year.

Friday Oct 26, 2018
Inheritance Tax & Stock Volatility
Friday Oct 26, 2018
Friday Oct 26, 2018
Episode 248: John and Steve discuss various types of inheritances and how to avoid paying unnecessary taxes on them. They also weigh in on the recent ups and downs of the markets.

Friday Oct 19, 2018
Financial Hazards & Dollar Deals
Friday Oct 19, 2018
Friday Oct 19, 2018
Episode 247: Hear ten common financial hazards that are almost sure to delay your road to retirement. You'll also learn how to make the most of your neighborhood dollar store!

Friday Oct 12, 2018
Portfolio Rebalancing & Budgeting Strategies
Friday Oct 12, 2018
Friday Oct 12, 2018
Episode 246: Learn why rebalancing is so vital to a healthy portfolio. Then hear about six budgeting strategies that can help you get control of your spending.

Friday Sep 21, 2018
Financial Automation & Successful Grads
Friday Sep 21, 2018
Friday Sep 21, 2018
Episode 243: Learn how to set financial systems in motion and then sit back and watch your portfolio grow! You'll also hear five tips that can set your high school graduate on the path to success, both in college and in life.

Friday Sep 14, 2018
Passive Income & Recession Protection
Friday Sep 14, 2018
Friday Sep 14, 2018
Episode 242: Discover ways to supplement your income with passive income streams. Also, hear five steps you can take to help protect your assets before the next recession.

Friday Sep 07, 2018
Medical Expenses & Retirement Shortfalls
Friday Sep 07, 2018
Friday Sep 07, 2018
Episode 241: Learn what you can do to make sure your medical bills don't catch you by surprise! Also, find out your options if your retirement fund just isn't going to be enough.

Friday Aug 24, 2018
Everyday Millionaires & College Savings
Friday Aug 24, 2018
Friday Aug 24, 2018
Episode 239: Steve and John discuss Chris Hogan's new book, Everyday Millionaires. Also, hear what the president of USC, Harry Pastides, has to say about lowering your college costs.

Friday Aug 17, 2018
Home Savings & The Last Decade
Friday Aug 17, 2018
Friday Aug 17, 2018
Episode 238: Hear 10 tips that can help you take a chunk out of your home expenses. John and Steve will also look back at the markets of the last decade.

Friday Aug 10, 2018
Retirement Tips & Communities
Friday Aug 10, 2018
Friday Aug 10, 2018
Episode 237: Are you confident that your savings will outlast you? Here are some great tips to help make sure that happens! You'll also learn which questions to ask before committing to a continuing care retirement community.