
Episode 231: Smarter College Planning for Wealth-Conscious Families with Paul Compeau
In light of the national student loan crisis, parents and students continue to struggle with college choice and financial aid to avoid an unaffordable student debt load upon graduation. I have dedicat...
22 Elo 202553min

Episode 230: Applying Lessons from the Army to Finance with Joshua Brooks
Serving in the military can teach you many things: discipline, the importance of service, focus, and the determination to carry out goals. But who would have thought that it would also teach you the s...
8 Elo 202545min

Episode 229: Solving the Retirement Lifestyle Puzzle with Jeffery Panik
When people think about retirement, they mostly look at whether they can afford it. They plan out long term savings and hope that when they get to their golden years, that money will be enough. But ho...
25 Heinä 202541min

Episode 228: The Benefits of Being in a Credit Union with Grant Gallagher
Most people have a checking account with a traditional bank, while a majority of those also have savings accounts. But what about credit unions? Should some people use those rather than traditional ba...
11 Heinä 202541min

Episode 227: Avoiding Probate Nightmares with Cameron Zabko
Having an estate plan is very important. It ensures not only that your legacy is protected, but that you've planned for disruptions in your health and well being while you're alive. It's part of makin...
27 Kesä 202547min

Episode 226: Handling Inherited Wealth with Chase Collins
According to research done by the authors of the book *The Millionaire Next Door,* 70% of American millionaires are first generation. This means that in most instances wealth is not being effectively ...
13 Kesä 202543min

Episode 225: Creating Your Income Snowball with Tanisha Souza
There are only so many hours in a day, and sometimes, even with a second job, it can be hard to make enough money to achieve financial freedom for yourself and your family. One way to get past this p...
23 Touko 202545min

Episode 224: Breaking Free from the Financial Treadmill with Bill Westrom
No matter how hard they try, a majority of Americans are living paycheck to paycheck, and even more don't feel secure with money. With no money left over after the bills are paid, it makes it nearly i...
9 Touko 202553min





















