
Gift Tax 101 | 401(k) Withdrawals
Episode 548: Gifting money can get complicated fast, but Zach and Abbie simplify the gift tax rules and share essential strategies. You’ll also discover the dangers of early 401(k) withdrawals and exp...
11 Okt 202432min

Fed Impact | Cyber Defense
Episode 548: Will the Fed’s rate cut spark opportunity or challenge? John and Zach explore what’s next for savers and investors. They also break down the benefits of freezing your credit in response t...
27 Sep 202429min

Tidy Finances | Retiree To-Dos
Episode 548: Master organization with Steve and Justin! Learn how tidy spaces lead to tidy finances, helping you save more. They also share key strategies to protect and maximize your nest egg during ...
20 Sep 202436min

Scary Headlines | Financial Beginnings
Episode 548: Scary headlines got you worried? Matthew and Abbie share a simple three-step plan to stay calm and keep your money safe. They also offer a step-by-step guide to financial independence, fr...
13 Sep 202431min

Savings Shortfall | Election Anxiety
Episode 548: Retirement savings not where they should be? You're not alone! Zach and Justin share insights on what's holding us back and how to step up our savings game. They also dive into strategies...
6 Sep 202437min

Mortgage Freedom | Catch-Up Strategies
Episode 548: In this week's episode, Matthew and Ryan unlock the secrets to paying off your mortgage early with practical strategies that could save you thousands! They also tackle a real-life financi...
30 Aug 202432min

Happy Retirement | Medicare 101
Episode 548: Join Steve and Zach as they explore both financial and lifestyle components of a truly satisfying retirement. They also help you navigate the maze of Medicare as they break down its compl...
23 Aug 202438min

Saving Thousands! | Strategic Inaction
Episode 548: John and Matthew pack this episode with a bounty of strategies for saving thousands of dollars each year! They also delve into the power of laziness during periods of market volatility to...
16 Aug 202427min




















