Episode 219: Whole Life Insurance as a Fixed-Income Strategy with Tom Wall
The ultimate goal of retirement savings is to have a source of income once you leave the workforce for good. One of the scariest things about retirement is that leap of faith that you will still have ...
28 Feb 202543min
Episode 218: Are Annuities for You with Michael Karwic
One of many financial tools in the retirement savings toolkit is the annuity. Most people have heard about them, and that they provide a stream of income, but beyond that, not much is known. That's wh...
14 Feb 202545min
Episode 217: Building Your Financial Pinwheel with Joe Okaly
Young people starting out, and especially young families, need to have a good handle on their finances in order to reach and maintain financial freedom. They need to spend below their means and and sa...
24 Jan 202546min
Episode 216: Making Your Wealth Have a Purpose with Derrick Kinney
Long term investing and saving is key to building wealth and financial independence. However, that wealth should also have meaning to you. Aligning your financial goals with a cause that resonates wit...
10 Jan 202540min
Episode 215: Purchasing a Business with Karl Maier
Lots of people dream of owning their own business. They have that entrepreneurial itch that needs to be scratched. But most start-up businesses fail because they are hard to get started and grow. But ...
27 Dec 202442min
Episode 214: Promoting Financial Literacy with Aaliyah Kissick
Financial literacy is an important part of anyone's education and should start before the student graduates from high school. In Episode 151, I talked with Jake Cousineau on how he teaches it to high ...
13 Dec 202446min
Episode 213: Demystifying Money with Misty Lynch
Achieving financial freedom and meeting long term savings goals like retirement can seem beyond reach. This is often because the concepts of personal finance and investing can seem mystifying, or that...
22 Nov 202445min
Episode 212: Laying Out Your Retirement Plan with Stephen Kates
We all hope to retire some day. The thought of being able to do what you want with your life without having to worry about having the money to pay the bills is the very essence of financial freedom. B...
8 Nov 202444min
