Episodios

  • E229: Will I Have to Pay Taxes When I Sell My House?

    E229: Will I Have to Pay Taxes When I Sell My House?
    Jul 17 2024
    By understanding the tax implications and implementing these strategies early, you can significantly improve your financial outcome when selling your house.
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    10 m
  • E228: What Does a Solid Financial Plan Look Like?

    E228: What Does a Solid Financial Plan Look Like?
    Jul 10 2024
    As you might expect, there is no one correct answer. Most importantly, it guides you toward your goals and provides a solid financial foundation for your life. So what does the typical financial plan contain, and what should it cover?
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    9 m
  • E227: Should I Invest in the Current "Hot" Stock?

    E227: Should I Invest in the Current "Hot" Stock?
    Jun 26 2024
    Investing in the biggest names in the stock market has always been tempting. These giants of the industry are often household names with a reputation for market dominance, and their stocks can potentially deliver impressive returns.
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    15 m
  • E226: How to Share and Transmit Documents When Working With Financial Professionals

    E226: How to Share and Transmit Documents When Working With Financial Professionals
    Jun 19 2024
    Remember these rules when sharing financial documents with your financial professional to make life easier for everyone and help keep your data secure.
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    7 m
  • E225: A Guide to Designating a Transfer-on-Death Beneficiary for Your Vehicle

    E225: A Guide to Designating a Transfer-on-Death Beneficiary for Your Vehicle
    Jun 12 2024
    Assigning a beneficiary to your vehicle can be a simple and effective way to ensure that your car, truck, or motorcycle is transferred to the person of your choice upon your death. This process, known as designating a transfer-on-death (TOD) beneficiary, can save your loved ones time, money, and the hassle of going through probate.
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    11 m
  • E224: Unlocking Financial Stability – Mastering the Personal Finance Metrics that Matter Most

    E224: Unlocking Financial Stability – Mastering the Personal Finance Metrics that Matter Most
    Jun 5 2024
    If you focus on these metrics and improve them over time, you will have a foundation of financial stability that will unlock potential in many other areas of your life.
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    11 m
  • E223: Choosing the Right Retirement Plan – Solo 401(k) vs. SEP IRA

    E223: Choosing the Right Retirement Plan – Solo 401(k) vs. SEP IRA
    May 22 2024
    SEP IRAs and Solo 401(k) both offer tax benefits and generous contribution limits. But they also have unique features that are different.
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    8 m
  • E222: The Impact of Money Scripts on Your Financial Decisions

    E222: The Impact of Money Scripts on Your Financial Decisions
    May 15 2024
    Our behavior related to money is driven by many factors. One factor can be our unconscious beliefs about money. These beliefs are called "money scripts," and they can significantly influence our habits and results with money.
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    11 m