Should I Buy Dividend Stocks for Income?
Episode 91 | Should I buy Dividend Stocks for Income? Or should I buy bonds? How do they compare to inflation? Tune in and you’ll appreciate dividends.
When Should I Update My Estate Plan?
Episode 90 | My estate plan is complete. My Will, Trust, and Beneficiaries are done. But when should I update my estate plan?
What is a Fiduciary?
Episode 88 | “Fiduciary” is the new buzzword. But what is a Fiduciary? And why does it matter? Understanding this is critically important to your success.
Should I Convert My IRA to a Roth?
Episode 87 | Roth Conversions could save you, or cost you, tens of thousands in extra taxes. Should I convert my IRA to a Roth?
Investment or Expense?
Episode 86 | We all spend money on many things, but are these an investment or expense? Challenge how you think about both, and you may invest more.
Stop Talking About Tactics!
Episode 85 | Choosing when to take Social Security may be the single biggest decision of your retirement! Ensure you are Maximizing Social Security.
Will Social Security Exist When I Retire?
Episode 84 | Social Security is going broke! Will Social Security Exist? Let’s explore the problems with Social Security and options for fixing it.
Should I Get Out of the Stock Market
Episode 83 | Recession, Inflation, and a Frantic Bear Market. 📉 Is now the time to cut my losses and get out of the stock market?
