You Need a Budget
Episode 98 | Enjoy guilt-free spending and effortless saving with a friendly, flexible method for managing your finances. You Need a Budget.
-
-
How to Make a Net Worth & Cash Flow Statement
Episode 97 | When and how do I make a net worth and cash flow statement? Grab a free template, schedule an hour, and invest in understanding your money.
-
The Power of Net Worth & Cash Flow
Episode 96 | You must know where you are to get where you want to go. There is great power in knowing your Net Worth and Cash Flow.
-
Life Goals Shouldn’t Take a Lifetime
Episode 94 | You should create, save for, and work toward life goals. But Life Goals shouldn’t take a Lifetime to achieve. Don’t just save. Invest!
-
A Successful Retirement
Episode 93 | What is a successful retirement? Our mission is to help you retire successfully and stay successfully retired. What are the key components?
-
We Haven’t Lost Anything
Episode 92 | The values in your accounts may have declined by 20%. But we haven’t lost anything. Not if we view it correctly. Language matters!
-
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?
