Dec 2, 2021 | Financial Planning, Podcast, Retirement
Maybe you’re close to retirement and think you don’t have nearly enough money saved. Let’s talk about some reasons that the news might not be as bad as you think.
Jun 10, 2021 | Financial Planning, Podcast, Taxes
The United States has taken on a lot of debt and this number has only skyrocketed since the Coronavirus pandemic. There was a lot of spending to keep the economy afloat, but this makes the tax conversation more important than ever. Jude talks to us about some of the...
May 27, 2021 | Financial Planning, Podcast
Ironically, life insurance is a young man’s game. The perception among many people is that your need for life insurance dramatically decreases and perhaps becomes completely unnecessary as you age. Is that really the case? On this episode, let’s explore some ins and...
May 6, 2021 | Financial Planning, Podcast
Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it…
Feb 4, 2021 | Financial Planning, Mailbag, Podcast
Jude and Mike take the time to answer a number of questions from listeners about their finances, as well as planning for the future.
Jun 4, 2020 | Financial Planning, Podcast
Dr. Kathleen Rehl is a leading authority on widows and their financial issues. A widow herself, she’s passionate about inspiring other widows and their advisors.
