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 Jul 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 Jul 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 Jun 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 Jun 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 Mai 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 Mai 202553min
Episode 223: Getting Your Kids Saving Early with Timothy Smith
The sooner kids learn about financial literacy the better. They have a greater chance of maintaining financial freedom and independence in their adult lives. But this goes beyond budgeting, spending, ...
25 Apr 202551min
Episode 222: Lowering Your Tax Bill with Frank Buchholz
Tax time can be very stressful for folks, especially if they owe money. For those struggling with debt and trying to pay the bills, it is even worse. But it may not always have to be. Tax planning thr...
11 Apr 202537min
