Retirement Concerns Of Baby Boomers

Oct 8, 2020 | Podcast, Retirement

We’re talking specifically to Baby Boomers on this episode. What are the most common challenges, fears and objectives of this generation? What are some of the mistakes Boomers often make and how can they be avoided?

September Mailbag Show

Sep 17, 2020 | Mailbag, Podcast

This week we catch up on some emails sent into the podcast over the past few weeks. So let’s dive in and tackle some questions from folks just like you.

20/20 Hindsight

Sep 3, 2020 | Podcast

Just like any decision in life, making financial choices would be a lot easier with the benefit of hindsight. Let’s talk about some of the things we might hear from people who wish they’d done things differently after looking in the rear view mirror.

Ticking Tax Time Bomb – With Jeffrey Levine Part 2

Aug 20, 2020 | Podcast

On part 1 of this series, we discussed what the ticking tax bomb is and the havoc it can cause. Today, we will discuss proactive strategies and examples. Important Links: 5 Tips To Avoid The Ticking Tax Time Bomb PDF

Ticking Tax Time Bomb – With Jeffrey Levine

Aug 6, 2020 | Podcast, Taxes

Director of Advanced Planning at Buckingham Wealth Partners joins us for a two part series on taxes and the ticking tax time bomb that looms in the distance.

Generosity And Prosperity With Dr. Neecie

Jul 23, 2020 | Podcast

This week Dr. Neecie joins us on the podcast. She is currently the president of Life Coaching Institute and she also holds a Doctorate of Psychology from the University of Texas. It can be easy to be generous when the market is thriving, but we need to be generous...