
Empowering Kids | Money Mastery
Episode 526: Abbie and Justin give some practical ideas for training your kids to be financially savvy. You’ll also learn six actionable steps to lower stress and take control of your own finances.
23 Feb 202430min

Retirement Fears | LTC Insurance
Episode 525: On this week’s episode, Matthew and Abbie provide strategies for tackling those big retirement worries - from running out of cash to figuring out how to get along with your spouse 24/7! T...
16 Feb 202428min

FOMO Dilemma | Tax Forms
Episode 524: Steve and Zach unpack the dangers of FOMO in investing. They also help to demystify all of those retiree tax forms that keep showing up in the mail!
9 Feb 202434min

Audit Triggers | Home Buying
Episode 523: Matthew and Justin walk you through key do's and don'ts to help reduce your chances of facing an IRS audit. They also weigh in on whether you should wait for mortgage rates to go down bef...
2 Feb 202433min

Life Principles | Early Benefits
Episode 522: John and Ryan explore six key principles that can help you in life and in investing. They also outline key scenarios when claiming Social Security benefits early can be wise despite con...
26 Jan 202427min

Investing Illusions | Roth Strategies
Episode 521: Steve and Matthew explore the pitfalls of self-deception in investing and offer insights into how to build a more successful, long-term financial strategy. They also explain four savvy st...
19 Jan 202434min

Market Predictions | Tax Tips
Episode 520: John and Ryan discuss three reasons why stock market predictions are often wrong and share tips for improving your investment results. They also suggest seven New Year’s resolutions that...
12 Jan 202428min

Prosperity Barriers | 2024 Strategies
Episode 519: Steve and Matthew uncover the hidden habits holding you back from achieving the lifestyle of your dreams. They also highlight four substantial changes that may impact your retirement str...
5 Jan 202430min




















