Episode #63
Benefits of Filing Taxes Early
Episode #62
Use Tax Refund Wisely
Episode #61
Widow’s Penalty
Episode #60
Loud Budgeting
Episode #59
Older Americans are Choosing to Work
Episode #58
Tax Changes You Need to Know Before Filing in 2024
Episode #57
Fed Predicts Thee Rate Cuts in 2024
Episode #56
Biggest Financial Events of 2023
Episode #55
Presidential Election Year
Episode #54
AI and Finances
Episode #53
Charitable Giving
Episode #52
High-Yield Savings
Episode #51
AI and Finances
Episode #50
Student Loan Payments & Government Shutdown
Episode #49
Make a Will
Episode #48
Side Hustles
Episode #47
Back to School Budgeting.
Episode #46
Bad Social Media Financial Advice
Episode #45
Mid-Year Money Moves
Episode #44
DT Sandwich Generation
Episode #43
Life Insurance Month
Episode #42
Tax Changes
Episode #41
Tax Changes
Episode #40
Credit Scores
Episode #39
Saving for College
Episode #38
Recession Talk
Episode #37
Un-retirement
Episode #36
Bear Market Money Moves
Episode #35
Interest rates WOI
Episode #34
Living Paycheck to Paycheck
Episode #33
Year End Taxes
Episode #32
World Financial Planning Day
Episode #31
Two Early Social Security Claiming Mistakes
Episode #30
To covert or not to covert, that is the question
Episode #29
IOU’s to the IRS
Episode #28
Inflation
Episode #27
2022 Best of Ankeny Award
Episode #26
Advisor Confessions: Rising Interest Rates
Episode #25
7 Decisions That Determine Personal Success
Episode #24
Ikigai – Finding Yours
Episode #23
6 Common Retirement Risks
Episode #22
How Financial Professionals are Compensated
Episode #21
Risk Capacity vs Risk Tolerance
Episode #20
When Can I Retire?
Episode #19
Market Lemons into Lemonade
Episode #18
Milestone Birthdays – Part 2
Episode #17
Milestone Birthday
Episode #16
Should I Roll My 401K?
Episode #15
4 Must-Haves for Estate Planning
Episode #14
Planning Your Next Vacation
Episode #13
Receiving an Inheritance – What Should You Do?
Episode #12
3 Common Misconceptions About Social Security
Episode #11
Traditional IRA or Roth – Which is Better for You?
Episode #10
Contributing To An IRA Does Not Equal Tax Savings
Episode #9
Long Term Care is an Event-Not Insurance
Episode #8
Using Asset Location To Potentially Reduce Taxes
Episode #7
Getting Fit (Financially and Physically) in 2021
Episode #6
he Widow (Widower) Penalty
Episode #5
Truth About Buying Bonds
Episode #4
Common Blunders Of The Newly Retired
Episode #3
3 Ways To Increase Returns Without Additional Market Risk
Episode #2
Meet IRMAA
Episode #1
Pay Income Tax Now or Later
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