Blog

February 5, 2020

033 – What Are the Most Important Things to Focus on in Personal Finance?

On this week's episode: What can I really control in my financial life? What can't I control? What can I control? Savings...

January 29, 2020

Podcast

032 – How Will the SECURE Act Impact You?

On this week's episode: What changed with SECURE Act? Required Minimum Distributions (RMD) Pushed to age 72 IRA Contributions No longer an age limit Non-spouse...

January 22, 2020

Podcast

031 – Should I Leave My Financial Advisor for Vanguard?

On this week's episode: Should I leave my financial advisor? What are your options? Balanced Mutual Fund Ex: Vanguard Welling Fund Admiral...

January 15, 2020

Podcast

030 – Understanding Social Security and How to Maximize Benefits

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January 8, 2020

Podcast

029 – How to Maintain a Good Credit Score and Why It Matters

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January 1, 2020

Podcast

028 – Five Fundamentals of Fiscal Fitness

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December 25, 2019

Podcast

027 – When Do I Need Long-Term Care Insurance?

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December 18, 2019

Podcast

026 – What To Do With Your Year-End Bonus

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December 12, 2019

Podcast

025 – How Can I Best Use My Employee Stock Purchase Plan (ESPP)?

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033 – What Are the Most Important Things to Focus on in Personal Finance?

032 – How Will the SECURE Act Impact You?

031 – Should I Leave My Financial Advisor for Vanguard?

030 – Understanding Social Security and How to Maximize Benefits

029 – How to Maintain a Good Credit Score and Why It Matters

028 – Five Fundamentals of Fiscal Fitness

027 – When Do I Need Long-Term Care Insurance?

026 – What To Do With Your Year-End Bonus

025 – How Can I Best Use My Employee Stock Purchase Plan (ESPP)?

033 – What Are the Most Important Things to Focus on in Personal Finance?

032 – How Will the SECURE Act Impact You?

031 – Should I Leave My Financial Advisor for Vanguard?

030 – Understanding Social Security and How to Maximize Benefits

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