Blogs & Articles
Dive into our insightful blogs, where we share valuable tips and expert advice on various financial topics.
Retirement Planning For Business Owners
Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Let’s address a few of these issues.
2021 Tax Tips Recap
As you get ready to file 2020 taxes and look ahead to the rest of this year’s tax implications, let’s cover some of the changes you need to be aware of and answer some important tax questions.
Mailbag Show
Jude and Mike take the time to answer a number of questions from listeners about their finances, as well as planning for the future.
What Are The Three Qualities Of Money?
If you don’t know the answer to the question, then this episode is for you. On this episode, we’ll explore the three qualities of money, discuss whether you can achieve them in a single investment, and how to put the right emphasis on the different qualities.
Play Nice In Your Sandbox, Part 2
This is the second part of our conversation with Ron Price. Last episode we discussed how to avoid conflict, but what should you do when you’re in the midst of an ongoing disagreement? Ron gives us some tips on how to navigate this tricky landscape and will also provide a few examples.
Play Nice In Your Sandbox, Part 1
Today we welcome in speaker and author Ron Price. Ron is known for writing the book series “How To Play Nice In Your Sandbox.” Since this year has been a tumultuous time in our everyday lives and in politics, we invited Ron to discuss how to avoid conflict with family this holiday season. Be sure to look out for the second part to this series where Ron will discuss navigating and resolving conflict that is already occurring.
A 5 Question Retirement Preparedness Quiz
Want to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement.
What Retirees Should Know About Wills & Trusts
People often overlook the estate planning side of preparing for retirement. There are a lot of misunderstandings about trusts and wills and the roles they play in the equation. On this episode, we’ll explore some of the critical questions you should ask about these strategies as you prepare for retirement.
Retirement Concerns Of Baby Boomers
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
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
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
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.