The Grandparent 529 Plan
Abrahams Wallet21 Aug 2019

The Grandparent 529 Plan

Whether or not you even had any kids, you should listen up as we discuss the benefits of the 529 savings plan as a vehicle for creating multigenerational inheritance – even for yet-to-be-born people! In this episode we give you a quick overview of why 529 plans are powerful and discuss how very few people use them to their fullest advantage.

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It’s Lo Do Feb!

It’s Lo Do Feb!

Mark and Steven want YOU to join us for Lo Do Feb – the month in which we suck in our financial waistbelts and see just how little we can spend. Whether you use the proceeds to enjoy a little family g...

29 Jan 202037min

Talking Tech and Boredom

Talking Tech and Boredom

Steven and Mark sit down to chat through a couple of articles that we wrote on technology and the value of sometimes being bored. As we’re trying a new format here, we’d love your feedback. You’ll not...

22 Jan 202043min

Insurance Finale: Disability & Umbrellas

Insurance Finale: Disability & Umbrellas

We made boys! Kinda how you felt when you sat down for the 32nd session of Netflixing and finally finished The Irishman, we’re at the end of our insurance series. In this double whammy, we discuss dis...

15 Jan 202025min

Steven, Paul and Benedict

Steven, Paul and Benedict

Live from the Aronoff Theatre, and then Live from Steven’s treehouse! This week is a longer chat that Steven and his buddy Paul Nichols had about one of our favorite books around these parts – The Ben...

8 Jan 20201h 8min

The First Part of Your Money

The First Part of Your Money

Join Steven in the coffee shop this week as he lets you in on a little secret: God is preeminent over all things, at all times.  Even if you deny Him this and temporarily steal His glory, He will even...

1 Jan 202027min

Permanent Insurance: Hero or Villain?

Permanent Insurance: Hero or Villain?

Join us for an instructional Q&A with mild mannered reporter Jimmy Olsen. First off, permanent insurance – which includes products like whole life insurance and universal life insurance – combines sav...

18 Dec 201918min

Fear makes you stupid.

Fear makes you stupid.

Operating out of a position of fear will cause you to make stupid decisions when it comes to your money, your family or pretty much any other arena in your life. In this episode Steven and I discuss h...

11 Dec 201934min

How to Insure Your Life Without Breaking the Ponderosa

How to Insure Your Life Without Breaking the Ponderosa

When It comes to life insurance, you most likely fall into one of two camps.  Either you’re all jumbled up in your brain about coverage amount, policy types, term vs. whole life, where to title your p...

4 Dec 201917min

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