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Tag: financial planning

513 results found
episode

Start Early and Stay Ahead

Updated: April 1, 2025

We have received a number of emails lately asking what steps can young people take to start getting their financial…

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episode

How Well Do You Know Indexed Annuities?

Updated: April 1, 2025

What if I told you there was an investment where you had a guaranteed rate of return when the stock…

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episode

Why Volatility Can be Your Friend

Updated: April 1, 2025

While it comes as no surprise that it is a little harder to sleep at night when the stock market…

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episode

In Case of Emergency… Listen to This!

Updated: April 1, 2025

So we head to Chicago for a conference and the market decides to misbehave! The Euro-Zone deteriorates, there is an…

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episode

Time For Your Check-Up…

Updated: April 1, 2025

With all of the media coverage concerning the new health care legislation, it would be easy to focus on the…

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episode

Selecting Tax Efficient Investments

Updated: April 1, 2025

Today's show was spurred by two things: 1) it's tax time and, therefore, thinking about taxes and tax planning is…

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episode

Roth Conversion: In-Depth Analysis

Updated: June 18, 2025

Well here it is; we finally did it. You have been writing, calling, and asking for us to explain and…

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episode

Happy New Year and A Happy Retirement

Updated: April 1, 2025

Well, I've missed you guys. We took a few weeks off for the holidays, and I can only hope that…

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episode

Year-End Clean Up

Updated: April 1, 2025

As we wind down 2009, what sort of things should you be thinking about? Well, in my life, it seems…

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episode

The Tortoise, or the Hare?

Updated: April 1, 2025

Today's show is on a topic that I feel is very easy to understand, but, for some reason, very often…

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