
Episode 147: Your 2021 Tax Return – How to Spend the Refund or Pay the Taxes
Tax time approaches as we head into spring, so it's a good idea to start thinking about what to do once your return is prepared and ready to file. Do you owe money? If so, are you able to pay it? On t...
25 Feb 202222min

Episode 146: Tips on Planning for an Affordable College Education
At this time of year, high school seniors are trying to select a college or university for their higher education. They've made their applications, filled out the FAFSA form, and are starting to get f...
11 Feb 202217min

Episode 145: Getting a Late Start on Retirement Planning
In Episode 136 I talked about how important it is to start planning and investing for your financial future as soon as possible, preferably in your 20s. In the last episode, Episode 144, I talked with...
28 Jan 202220min

Episode 144: How Young Families Can Achieve Financial Freedom with Joe Okaly
In Episode 136 I talked about how important it is to start planning and investing for your financial future as soon as possible, preferably in your 20s. Even if you can't put aside that much initially...
14 Jan 202250min

Episode 143: Resolutions for Financial Freedom in 2022
Once the holidays are over and our attention is drawn to the coming new year, it is inevitable that we start thinking about New Year's resolutions. How can we make 2022 better than 2021 as far as our ...
24 Des 202121min

Episode 142: What is Cryptocurrency and How Do You Use It?
These days, Bitcoin and cryptocurrency is in the news quite a bit. People are talking about using it for online purchases of goods and services, as well as investing. It is, in effect, becoming the "n...
10 Des 202122min

Episode 141: Tips for Dealing with a Supply Chain Holiday Season
With all that has happened with the pandemic to date, holiday shopping this year will be a challenge to say the least. Between supply chain problems, inflation, and employment shortages at retail esta...
26 Nov 202121min

Episode 140: Job Search Tips for the Great Resignation with Bonnie Negron
When it comes to the job market and the economy, the pandemic has created an interesting and unusual phenomenon. Called The Great Resignation (or the Big Quit), it is an ongoing trend of workers quitt...
12 Nov 202150min



















