Episodes
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We'll go over some of the questions that people normally don't ask, but should.
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We'll discuss the importance of cutting the financial cord with your children.
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Missing episodes?
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We'll tell you how you can know the answers to some complicated financial questions.
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Sometimes we make retirement decisions years in advance, only to have regrets at the time of retirement. We'll talk about some of those regrets along with some un-asked questions that we often overlook as we make plans for retirement. You'll also hear about IRS phone scams out there during "Tales From the Tax Side."
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On this week's show, we'll share with you some universal retirement truths. On Tales From The Tax Side, we'll talk about the people who always seem to get a tax refund. Finally, we'll review the financial implications that come with taking care of your family.
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We'll tackle the controversial subject of fixed indexed annuities on this week's show. We'll also explain some of the pitfalls of 401ks and answer some of your email questions.
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Noboby likes doing their chores, but it's important to keep a clean house. On this edition of the show, we'll show you the value of tidying up your financial life. We'll also examine the consequences of keeping bad habits around in your financial life. Finally, we'll spend some time chatting about the IRS in "Tales From The Tax Side."
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Game shows are a lot of fun to watch on television, but when you turn your retirement plan into one, it's probably not a good thing. On this edition of the show, we'll discuss the perils of planning for retirement like you're a TV contestant. We'll also go through some popular social security myths, and discover what tax planning lessons we can learn from famous Walters.
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Sometimes there are pretty bad consequences when you don't understand the fine print that comes along with a financial product. Sam will warn us of some situations where you really need to understand the nuances of a financial strategy. We'll also cover some of the top money mistakes people make during a divorce. And on Tales From The Tax Side, we'll find out what it takes to write your clothes off on your taxes.
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Have you ever had to clean out a cluttered closet? It's a pain, but feels so good once it's done. On this week's show, we'll use that as a comparison to see what it's like to get decluttered from a financial perspective. We'll field your questions about maxing out your retirement savings accounts, 401k rollovers and reducing risk. And if that's not enough, we'll uncover some of the top money mistakes pre-retirees make and discuss how you can achieve financial independence in retirement.
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What would happen if we started a reality TV show for CPA's? We'll think up some challenges that we'd put them through and see what kind of financial lessons we can learn from this off-the-wall idea. We'll also give you a rundown on the ins and outs of income planning and the importance of rebalancing.
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Game shows are a lot of fun to watch on television, but when you turn your retirement plan into one, it's probably not a good thing. On this edition of the show, we'll discuss the perils of planning for retirement like you're a TV contestant. We'll also talk about strategies to prevent you from outliving your money, and we'll take your listener questions.
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One of the most common financial planning mistakes happens when people name their beneficiaries incorrectly. We'll uncover the multiple beneficiary mistakes people make and tell you how to avoid them, plus cover some of the planning details you should consider when major life events occur. And on this week's "Tales From The Tax Side", Tax Time = Happy Time? We'll see what that's all about...
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Income statements can be difficult to read. We'll give you some tips to help you interpret those tricky statements, so that you can better plan for retirement. Finally, if you can believe it, some people are still packing up their holiday decorations. We'll show you how one famous Christmas tradition relates to the financial world.
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Let's face it. You've probably already broken your New Year's resolutions, so on this week's show we'll help you replace your original ones with some financial resolutions for 2017. Also, wouldn't it be nice to have a financial dashboard that lights up with indicators and warnings when your portfolio needs service? We'll point out some of the things you'll want to keep an eye on that might imply your financial plan needs maintenance. Lastly, we'll answer your questions and analyze some of the characteristics of people who are most satisfied in retirement and what we can learn from them.
