Episode 219: Whole Life Insurance as a Fixed-Income Strategy with Tom Wall

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 Aug 47min

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 Jul 45min

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 Jul 42min

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 Jun 43min

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 Jun 48min

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 Mai 38min

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 Mai 39min

Most people know that there is some risk to investing and retirement planning. In fact, "Risk Tolerance" for the investor is a key factor in deciding where to put your money. But most people don't kno...

24 Apr 39min