Ep 166: Secure Act 2.0 - What You Need to Know
The SECURE Act, when rolled out in 2020, was some of the most significant retirement legislation in years, but the government is already discussing fu...
Solving the Financial Puzzle
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About
Weekly show that discusses the problems most people face when planning for their financial future. Special emphasis is placed on tax planning, especially for small business owners.
Ep 165: Learning Through Uncommon Sense
The statements we’ll run though on the show today are basic common sense that nearly everyone would agree with, but our behave often doesn’t line up. ...
Ep 164: Financial Planning in Biden’s America
On today’s show, we’re going to be talking about financial planning in President Biden’s America. We’re past his 100th day in office, so let’s take a ...
Ep 163: Flirting with Financial Disaster
Comprehensive planning takes care of every aspect of retirement, but without it there are areas that could quickly become a calamity. Today we’ll iden...
Ep 162: Tax Tips for 2021
If you’re getting prepared to file your 2020 taxes and looking ahead to the changes that might be coming this year and beyond, we’ll run through some ...
Ep 161: 5 Important Retirement Statistics Worth Your Time
As we kick of the new year, let’s talk about what statistics tell us about retirement. We found five specific stats that will surprise you and make yo...
Ep 160: Special Election Review
Dan Cuprill is back on the show today to help us sort out the economic impact the election will have as we move into a new year. With talk of the Gree...
Ep 159: Obsolete Retirement Planning Ideas
Much like technology becomes outdated each year, retirement planning strategies begin to lose their effectiveness over time. Today we’ll look at five ...
Ep 158: What Financial Challenges Do Women Face More Often?
Like it or not, there are certain financial challenges that women are more prone to face. Why is that? What can you do about it? Read more and get a...
Ep 157: Retirement Ready – Are You Clinging to False Hope?
We often find that people are clinging to certain ideas or beliefs that end up giving them a sense of false hope about their retirement. It’s a danger...