An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make w
If you are investing for retirement, you’ve probably come across target-date mutual funds. You may e
The founder of the Kinder Institute of Life Planning, George Kinder, joins us on the show today to t
The economy has some of you worried right now, and for good reason. The interest rate environment i
Due to recent tax reform, only 10% of Americans itemized their deductions in 2018 compared to 30% in
If retirement is around the corner, it’s likely you’ve considered downsizing your home. Whether it’s
Advanced care planning is not a fun topic to bring up at the dinner table, but what happens if you g
Retirement planning expert, Ashby Daniels, CFP® joins us on the show today to talk about how to prop
Homeowners insurance is more than just another bill the mortgage company makes us pay every year. It
Uber and Lyft are two big companies that made a huge splash with their IPOs recently, but it remains
It’s easy to believe you’ll always be in great health, but the truth is, none of us knows what the f
When it comes to investing, historical returns show us that, for the most part, a buy-and-hold strat
Buying a home comes with huge financial implications, and many of them come into play well before yo
The most common question about Social Security is "when should I take it?" It’s a simple question b
Think you don’t have anything of value online? Think again. The reality is, almost everyone who uses
Are you a working professional? If so, now is the perfect time to make smart moves to lower taxes in
Did you know anyone can call themselves a financial advisor? Or a financial planner, a wealth manage
Decades of hard work and savings can be wiped away with one bad investment decision. Don't believe m
In this episode, I share: Three super-easy financial planning tips you should tackle before 2018 wr
Did you know? The average cost per year for a 401(k) participant is 2.2% of their account balance, a
Human beings are inherently bad with money. We buy high. Sell low. Spend too much. Save too little.
