
Episode 253: Financial Planning for Childless Couples with Bri Conn
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 Juli 45min

Episode 252: Saving Money at the Grocery Store with Andy Ellwood
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 Juli 42min

Episode 251: Common Misconceptions About Financial Advisors with Farrel Liger
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 Juni 43min

Episode 250: Applying for Social Security and Medicare with Marcia Mantell
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 Juni 48min

Episode 249: Building a Family Wealth Legacy with Chad Taylor
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 Maj 38min

Episode 248: Planning and Having a Tax Free Retirement with Alan Porter
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 Maj 39min

Episode 246: Precious Metal Investing for Everyone with Kristen Nagle
Diversity in your investments and savings for retirement (and your efforts to achieve long term financial freedom) is very important. It's key to minimizing risk and maximizing return. Lately, preciou...
10 Apr 26min



















