Category: Podcast

Podcast

October 9, 2017

Ep 43 – Steps to Take After The Equifax Breach

PodcastTake Charge of your Finances

September 25, 2017

Ep 42 – How To Navigate Open Enrollment

Podcast

September 11, 2017

How to Pick The Best Retirement Plan for Your Small Business, Ep# 41

Podcast

August 28, 2017

Make these Financial Moves in Your 40s – Ep# 40

Podcast

August 13, 2017

Episode 39 – 7 Insider Tips for Picking Your Best College

Podcast

July 30, 2017

Episode 38 – Things You KNOW But Don’t DO

Podcast

July 17, 2017

Lucky List of 13 Summer Reads, Ep #37

Podcast

July 3, 2017

Money Can Buy Happiness, Ep# 36

Podcast

June 20, 2017

Episode 35 – How Should I Withdraw My Pension?

Podcast

June 5, 2017

Episode 34 – Finances and Your Family

Podcast

May 21, 2017

Episode 33 – 5 Things to Know Before Investing in Real Estate

Podcast

May 7, 2017

Teaching Your Kids About Money, Ep #32

Podcast

April 13, 2017

Top 10 Retirement Mistakes to Avoid, Ep #31

Podcast

April 3, 2017

Buying A Car, Ep #30

Podcast

March 16, 2017

Why Fiduciary Matters, ep #29

PodcastTake Charge of your Finances

March 6, 2017

Episode 27 – A Financial Advisor’s Top 10 Investment Lessons Learned

Podcast

February 21, 2017

Navigating Elder Care, Ep# 28

Podcast

January 30, 2017

How to Achieve Your New Year’s Resolutions, Ep #26

Podcast

December 19, 2016

Episode 25: 10 Tips for More Tax Savings

PodcastTake Charge of your Finances

December 5, 2016

Episode 24: Invest Your Year-End Bonus all at Once?