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Life-Time Capital Gains
Financial Planning | Investing | Taxes

Life-Time Capital Gains

Episode 40 |

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Health Super Accounts
Financial Planning | HSA | Investing | Taxes

Health Super Accounts

Episode 39 | Health Super Accounts, technically known as Health Savings Accounts, are the best account to fund. Learn about these amazing accounts as we enter into Open Enrollment for many people.

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Time Horizon
Financial Planning | Investing

Time Horizon

Episode 38 |

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Timing the Market
Financial Planning | Investing

Timing the Market

Episode 37 |

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Creating a Financial Plan 2 – Investment Planning
Creating a Financial Plan | Financial Planning | Investing

Creating a Financial Plan 2 – Investment Planning

Episode 26 | Investing funds our financial planning goals. Investing with a plan helps ensure we succeed. How do we create an investing plan, and not just a portfolio?

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The Trouble with Target Date Funds
Financial Planning | Investing

The Trouble with Target Date Funds

Episode 23 |

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Risk Tolerance is Stupid! Pt2
Financial Planning | Investing

Risk Tolerance is Stupid! Pt2

Episode 22 |

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Risk Tolerance is Stupid! Pt1
Financial Planning | Investing

Risk Tolerance is Stupid! Pt1

Episode 21 |

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What About the Risk?
Investing | Mindset

What About the Risk?

Episode 13 | Investing in the stock market is risky! Or is it? Investing risk is NOT what you think it is.

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How to be Above Average
Investing

How to be Above Average

Episode 8 | No one wants to be average, let alone below it. Let’s explore how you can be above the pack. First, though, we need to understand “average.”

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    • About
    • Podcast
    • Workshops
      • Investing Before And After Retirement
      • Maximizing Social Security
      • Reducing Taxes in Retirement
      • Estate Planning Essentials
      • Workshop Recordings
    • RetireMembership
      • Join RetireMembership
      • RetireMembership Access
    Search