Category: Podcast

PodcastTake Charge of your Finances

October 5, 2020

The Impact of COVID-19 on Women’s Financial Lives, Ep #121

Market OutlookPodcastTake Charge of your Finances

September 21, 2020

How Should I Position My Portfolio Before the Election? [UPDATED], ep#120

Podcast

September 21, 2020

What the Election Means to Your Long-Term Financial Goals, Ep #120

PodcastTake Charge of your Finances

September 7, 2020

Preparing for a Professional Pivot, Ep #119

Market OutlookPodcast

August 24, 2020

Do You Ask These Questions When Selecting Investments?, Ep #118

PodcastTake Charge of your Finances

August 10, 2020

The Time Is Now, Your Future Self Will Thank You, Ep #117

Podcast

July 27, 2020

Buying a Second Home? Answer These Questions, Ep #116

Podcast

July 13, 2020

Nearing Retirement? Prepare for these Retirement Surprises, Ep #115

Market OutlookPodcast

June 29, 2020

The “R” Plan – 5 Steps to Fight Prediction Hubris, Ep #114

PodcastTake Charge of your Finances

June 15, 2020

The ABC’s of Special Needs Financial Planning, Ep #113

PodcastTake Charge of your Finances

May 25, 2020

Should You Change Your College Savings Strategy as a Result of COVID? Ep# 112

Market OutlookPodcast

May 18, 2020

Why is the Stock Market Doing So Well When the Economy is Not? Ep #111

Podcast

May 4, 2020

Retirement Planning Changes in the CARES Act, Ep #110

Podcast

April 20, 2020

3 Questions You May Have During a Stock Market Decline, Ep #109

Podcast

April 6, 2020

What the CARES Act Means for You, Ep #108

Podcast

March 23, 2020

Preparing Your Portfolio During a Bear Market, Ep #107

Market OutlookPodcast

March 13, 2020

Your Bear Market Survival Guide: COVID-19 Update

Podcast

February 24, 2020

Retirement Regrets: I Wish I Would Have…, Ep #105

Podcast

February 10, 2020

How an IRMAA Appeal Can Save You Thousands of Dollars in Medicare Premiums, Ep #104

Market OutlookPodcast

January 27, 2020

Category: Podcast

The Impact of COVID-19 on Women’s Financial Lives, Ep #121

How Should I Position My Portfolio Before the Election? [UPDATED], ep#120

What the Election Means to Your Long-Term Financial Goals, Ep #120

Preparing for a Professional Pivot, Ep #119

Do You Ask These Questions When Selecting Investments?, Ep #118

The Time Is Now, Your Future Self Will Thank You, Ep #117

Buying a Second Home? Answer These Questions, Ep #116

Nearing Retirement? Prepare for these Retirement Surprises, Ep #115

The “R” Plan – 5 Steps to Fight Prediction Hubris, Ep #114

The ABC’s of Special Needs Financial Planning, Ep #113

Should You Change Your College Savings Strategy as a Result of COVID? Ep# 112

Why is the Stock Market Doing So Well When the Economy is Not? Ep #111

Retirement Planning Changes in the CARES Act, Ep #110

3 Questions You May Have During a Stock Market Decline, Ep #109

What the CARES Act Means for You, Ep #108

Preparing Your Portfolio During a Bear Market, Ep #107

Your Bear Market Survival Guide: COVID-19 Update

Retirement Regrets: I Wish I Would Have…, Ep #105

How an IRMAA Appeal Can Save You Thousands of Dollars in Medicare Premiums, Ep #104

How Do You Invest at All-Time High Prices? | 2020 Market Outlook, Ep #103