An Interview with Rich Levitan

In this episode, host Kristina McAteer, MD, invites Dan Forbes, CEO of Forbes Financial, to explore the intricacies of retirement planning centered around the Roth IRA. They highlight its gold standar...

2 Apr 202435min

Part 2 of Katherine Vesness and Dr. Kristina McAteer's discussion on how to make credit cards work for you, what types of cards are valuable and why, along with how credit scores are calculated.  Key ...

30 Mars 202230min

The credit card: a helpful, useful, sometimes essential, occasionally financially devastating tool that occupies a major place in many families financial picture. This month we take a hard look in par...

28 Feb 202215min

31 Jan 202230min

We could name this one "Things I Wish I Knew Before" but it is the beginning of summer and positivity is the word!! Of course, knowing it all ahead of time is generally not in the cards for a graduati...

30 Juni 202131min

Here comes the the big three... Inflation – too many dollars chasing too few goods.  We also have an abundance of college educated workers but too few in blue collar trades so prices are increasing. D...

25 Apr 202132min

It has been said that the average taxpayer shouldn't be embarrassed about not fully understanding taxes. Quite frankly, who really does? Earned Income Tax Credit, multiple exemptions, filing deadlines...

23 Mars 202141min

This month we tackle the topic of inflation, the elephant in the room in any discussion on what your money can do for you long term. What is inflation? It's an economics term that means you have to sp...

27 Feb 202132min