Episode 256: Avoiding the Widow's Trap with Michael Karwic
The loss of a spouse is devastating in many ways. The person you've been spending your life with is now gone. There are also the many financial issues you have to deal with, and one of them can be dev...
28 Elo 50min
Episode 254: Reverse Mortgages with Paul Dilks
Many people trying to maintain financial independence and freedom find themselves cash poor, but asset rich. They need more money in the bank, but have loads of equity in their home. Problem is, they ...
14 Elo 47min
Episode 253: Financial Planning for Childless Couples with Bri Conn
A lot of financial advice assumes you're building wealth to pass on to your kids. But what if that's not your path? About 25% of Americans are childless by choice or circumstance, and the financial sy...
24 Heinä 45min
Episode 252: Saving Money at the Grocery Store with Andy Ellwood
One place inflation has really hit hard in the last two years or so is food. Going to the grocery store has become very expensive, and feeding the family has become quite a struggle. That's why in thi...
10 Heinä 42min
Episode 251: Common Misconceptions About Financial Advisors with Farrel Liger
A lot of people who could benefit from working with a financial advisor never do — and often it's because of myths and misconceptions about who financial advisors are, what they do, and who they're re...
27 Kesä 43min
Episode 250: Applying for Social Security and Medicare with Marcia Mantell
People turning 65 have a lot of important decisions to make. Do they apply for Social Security, or do they wait until they're older? When do they apply for Medicare, what are the differences between A...
12 Kesä 48min
Episode 249: Building a Family Wealth Legacy with Chad Taylor
For many people, saving for retirement and living in retirement means hoping that the money lasts. Their goal is not to outlive their money. But for others, building a legacy to pass on is what's impo...
22 Touko 38min
Episode 248: Planning and Having a Tax Free Retirement with Alan Porter
One key to retirement savings and living in retirement that is not addressed by most people is tax planning. You want not only to minimize taxes in your retirement income, but in the savings you put a...
8 Touko 39min
