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Tag: financial planning

513 results found
episode

End of Year Tax Planning

Updated: April 1, 2025

Hopefully everyone had a great Thanksgiving. We certainly did and, as expected, ate way more that we should have! With…

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episode

Best 529 College Savings Plans

Updated: April 1, 2025

For many parents out there, one of the biggest concerns is providing their children with a college education. We have…

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episode

Best Brokers and Retirement Rules of Thumb

Updated: June 18, 2025

It is a great thing in life when you do good work for people, and good things turn around and…

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episode

Addicted to Saving

Updated: April 1, 2025

America is a country that is addicted to addiction. From Oprah to Dr. Phil, everywhere we turn there is fascination…

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episode

Setting Yourself Up For Success

Updated: April 1, 2025

Truly successful people are those who consistently do well in many different areas of life. There are actually patterns that…

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episode

Back to Basics: The Power of Patience

Updated: April 1, 2025

We have all heard that patience is a virtue. But did you know that you can actually get paid for…

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episode

A Gross Misconception

Updated: April 1, 2025

Bill Gross is someone we respect greatly and we have been following his career for years. He co-founded Pacific Investment…

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episode

2nd Quarter Wrap-Up

Updated: April 1, 2025

The year is halfway over and it's time for us to share our reflections of the year so far and…

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episode

Facebook IPO Friend Request…Should You Accept?

Updated: April 1, 2025

The trending topic in the investment world is the fact that Facebook is going public. With the IPO date quickly…

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episode

Love and Marriage…and Finances

Updated: April 1, 2025

As many of you know, Bo is getting married in less than two months, so his upcoming wedding has been…

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