
Episode 207: Retiring at 44 with Tony Lopes
Most people wait until they reach age 65 or older to retire. One of the reasons is that you can maximize your social security benefit. This makes retirement something that is far into the future. But ...
23 Elo 202449min

Episode 206: Achieving Uthentic Wealth with Rob Souza
The word "wealthy" means different things to different people. It's more than the numbers in people's bank accounts or necessarily being a millionaire. It's more about financial independence and havin...
9 Elo 202445min

Episode 205: Life Insurance Settlements with Rob Haynie
Life insurance is an important part of any financial plan. Your death can bring about financial hardship to those you leave behind without it. Term life provides a nice benefit for a lower premium (al...
26 Heinä 202444min

Episode 204: Investing for Millennials with Dan Solin
Millennials are somewhat the "middle child" generation when it comes to saving for retirement. Although, on average, they began saving 10 years earlier than Baby Boomers, Gen Z started at the age of 1...
12 Heinä 202444min

Episode 203: A Financial News Update
Although student loans continue to be a hot topic in personal finance news, there are many interesting articles and tips out there that can help you on your path to financial freedom. These include G...
28 Kesä 202420min

Episode 202: The Importance of Having an Estate Plan with Adam Zuckerman
One of the things that many couples and individuals think about, know they need, and fully intend to get one day, is an estate plan. But what is it? Is it just a will? What can happen if you put it of...
14 Kesä 202448min

Episode 201: Understanding Cryptocurrency with Bitcoin Ben
One of the more mystifying subjects in personal finance is cryptocurrency (what most people identify as Bitcoin). The concepts behind digital currency are not obvious and can lead to people being hesi...
24 Touko 202451min

Episode 200: A Look Back on Another 100 Episodes!
For my 100th episode, I did a look back on 9 of those guests and highlighted some of the great information they had for listeners. Now that I have reached the milestone of 200 episodes I wanted to do ...
10 Touko 20241h 1min





















