Episodes

  • Episode 20240727- Personal Finance Mistakes and the Financial Puzzle

    Episode 20240727- Personal Finance Mistakes and the Financial Puzzle
    Jul 23 2024
    39 mins
  • Episode 20240720 - Risk Management and Financial Planning Questions

    Episode 20240720 - Risk Management and Financial Planning Questions
    Jul 18 2024
    39 mins
  • Episode 20240713 - Financial Risks

    Episode 20240713 - Financial Risks
    Jul 11 2024
    39 mins
  • Episode 20240706 - 401k Rollovers and Maximizing Social Security

    Episode 20240706 - 401k Rollovers and Maximizing Social Security
    Jul 3 2024
    39 mins
  • Episode 20240629 - Retirement Taxes Bucket Planning and Legislative Risk

    Episode 20240629 - Retirement Taxes Bucket Planning and Legislative Risk
    Jun 27 2024
    39 mins
  • Episode 20240622 - The Election and Five Risks in Retirement

    Episode 20240622 - The Election and Five Risks in Retirement
    Jun 20 2024
    39 mins
  • Episode 20240615 - Estate Planning Social Security and Roth IRA

    Episode 20240615 - Estate Planning Social Security and Roth IRA
    Jun 12 2024
    39 mins
  • Episode 20240608 - IRA Debt Tax and Legislative Risk

    Episode 20240608 - IRA Debt Tax and Legislative Risk
    Jun 6 2024
    39 mins