Category: Podcast

PodcastTake Charge of your Finances

December 30, 2019

Solving the Social Security Tax Bubble Mystery, Ep# 101

Podcast

December 16, 2019

How a Crazy Idea turned into 100 Episodes, Ep #100

Podcast

December 2, 2019

Retirement Mythbusters, Ep #99

Podcast

November 18, 2019

Is Long-Term Care Insurance Worth It? Ep #98

Podcast

November 4, 2019

How to Make Decisions About Your Equity Compensation Plans, Ep #97

Podcast

October 21, 2019

Buying a Timeshare: Trick or Treat?, Ep #96

Podcast

October 7, 2019

The Dreaded IRS Letter: Dealing with a CP2000, Ep #95

Podcast

September 23, 2019

Top Wealth Builders for the Retirement Homestretch, Ep #94

Podcast

September 9, 2019

Save More Time & Money During Back to School Time This Year, Ep #93

Podcast

August 26, 2019

Creating a Framework for Making Financial Decisions, Ep #92

Podcast

July 29, 2019

A Few More to Add to Your Summer Reading List, Ep #90

Market OutlookPodcast

July 15, 2019

How Sequence of Returns Risk Could Impact You, Ep #89

Podcast

July 1, 2019

Memorable Financial Lessons From Pop Culture, Ep #88

Podcast

June 17, 2019

Guide to Preserving Yours or a Loved Ones Legacy, Ep #87

Podcast

June 3, 2019

The Ins and Outs of Opportunity Zones, Ep #86

Podcast

May 20, 2019

Unlocking the Secrets to a Successful 401k Rollover, Ep #85

Podcast

May 6, 2019

Are You Winging Your Financial Future? Ep #84

Podcast

April 22, 2019

Why Aren’t There More Women in Financial Planning? Ep #83

Podcast

April 22, 2019

Why Arent There More Women in Financial Planning? Ep #83

Podcast

April 8, 2019

Category: Podcast

Solving the Social Security Tax Bubble Mystery, Ep# 101

How a Crazy Idea turned into 100 Episodes, Ep #100

Retirement Mythbusters, Ep #99

Is Long-Term Care Insurance Worth It? Ep #98

How to Make Decisions About Your Equity Compensation Plans, Ep #97

Buying a Timeshare: Trick or Treat?, Ep #96

The Dreaded IRS Letter: Dealing with a CP2000, Ep #95

Top Wealth Builders for the Retirement Homestretch, Ep #94

Save More Time & Money During Back to School Time This Year, Ep #93

Creating a Framework for Making Financial Decisions, Ep #92

A Few More to Add to Your Summer Reading List, Ep #90

How Sequence of Returns Risk Could Impact You, Ep #89

Memorable Financial Lessons From Pop Culture, Ep #88

Guide to Preserving Yours or a Loved Ones Legacy, Ep #87

The Ins and Outs of Opportunity Zones, Ep #86

Unlocking the Secrets to a Successful 401k Rollover, Ep #85

Are You Winging Your Financial Future? Ep #84

Why Aren’t There More Women in Financial Planning? Ep #83

Why Arent There More Women in Financial Planning? Ep #83

Sold Your Business, Received an Inheritance? Here’s the Next Steps Ep #82

Why Arent There More Women in Financial Planning? Ep #83