Episode 222: Lowering Your Tax Bill with Frank Buchholz
Tax time can be very stressful for folks, especially if they owe money. For those struggling with debt and trying to pay the bills, it is even worse. But it may not always have to be. Tax planning thr...
11 Apr 202537min
Episode 221: How Federal Workers Can Transition to the Private Sector with Bonnie Negron
President Trump's efforts to downsize the federal government through the Department of Government Efficiency has a lot of federal workers nervous. Many of them have built a career with the government ...
28 Mars 202539min
Episode 220: The Psychology of Overspending with Scott Yamamura
One of the first steps on the path to financial freedom is getting your spending under control and creating a budget that has you living within your means. But determining **why** you overspend is an ...
14 Mars 202541min
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
