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Category: Podcast

Navigating divorce in retirement
Podcast
January 29, 2024

The Challenges with Divorce in Retirement with Lesli Doares, Ep #208

Should I roll my IRA into my 401k to do a backdoor Roth?
Podcast
January 15, 2024

Should I Roll My IRA into My 401K to Do a Backdoor Roth? Ep #207

15 Surprising Financial Facts of 2023
Podcast
December 26, 2023

15 Surprising Financial Facts to Round Out 2023, Ep #206

Health Insurance Options to Consider When Retiring Pre-Medicare Age
Podcast
December 11, 2023

Health Insurance Options to Consider When Retiring Pre-Medicare Age, ep #205

10 Tax Planning Opportunities You Don't Want to Miss
Podcast
November 27, 2023

10 Tax Planning Opportunities You Don’t Want to Miss, Ep #204

Stock Option Mistakes to Avoid
Podcast
November 13, 2023

8 Typical Stock Option Mistakes to Avoid, Ep #203

Retirement Plan Horror Stories
Podcast
October 30, 2023

Retirement Plan Horror Stories, Ep #202

Could You Use Net Unrealized Appreciation?
Podcast
October 16, 2023

Could You Use Net Unrealized Appreciation? Ep #201

Should I roll over my retirement account?
Podcast
October 2, 2023

Should I Roll Over My Retirement Account to an IRA? Ep #200

Benefits of a wealth management relationship, part 2
Market OutlookPodcast
September 18, 2023

The Benefits of a Wealth Management Relationship – Part 2, Ep #199

What are the benefits of wealth management
Podcast
September 5, 2023

The Benefits of a Wealth Management Relationship – Part 1, Ep #198

Questions to ask when you inherit an IRA
Podcast
August 21, 2023

6 Critical Questions to Ask When You Inherit an IRA, Ep #197

Are you making these IRA beneficiary mistakes?
Podcast
August 7, 2023

Are You Making These IRA Beneficiary Mistakes? Ep #196

PodcastTake Charge of your Finances
July 24, 2023

Anchoring to an Arbitrary Dollar Amount, Ep #195

How to optimize your estate plan
PodcastTake Charge of your Finances
July 10, 2023

How to Optimize Your Estate Plan with Adam Tarsitano, Ep #194

Podcast
June 26, 2023

4 Books to Add to Your Summer Reading List, Ep #193

Podcast
June 12, 2023

When Are We No Longer Investing for the Long Term? Ep #192

Developing your retirement game plan
Podcast
May 30, 2023

Developing Your Retirement Game Plan, Ep #191

Avoid These Tax Surprises
Podcast
May 15, 2023

Ways to Prevent Taxes from Catching You by Surprise, Ep #190

Smart Financial Decisions for Recent College Graduates
Podcast
May 1, 2023

Smart Financial Decisions for Recent College Graduates, Ep #189

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