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- This Week in the Market - Episode 66 (11/15/24)
(Tue, Nov 19, 2024)
";
- Your Digital Legacy
(Wed, Nov 13, 2024)
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- The Dirty Dozen of Long-Term Care Stats
(Wed, Nov 06, 2024)
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- Family Support Checklist (Rebroadcast)
(Wed, Oct 30, 2024)
";
- IRAs and Estate Planning
(Wed, Oct 23, 2024)
";
- Are You Prepared for the Estate Tax Sunset?
(Wed, Oct 16, 2024)
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- Your Will is Not Enough (Rebroadcast)
(Wed, Oct 09, 2024)
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- This Week in the Market - Episode 65 (10/4/24)
(Tue, Oct 08, 2024)
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- My Estate Plan
(Wed, Oct 02, 2024)
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- This Week in the Market - Episode 64 (9/27/24)
(Tue, Oct 01, 2024)
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- 5 Myths About Life Insurance
(Wed, Sep 25, 2024)
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- 2024 Election and Taxes
(Thu, Sep 19, 2024)
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- What Do You Want Your Story to Be?
(Thu, Sep 12, 2024)
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- Tax Reform Sunset on the Horizon
(Tue, Sep 03, 2024)
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- What's Going On Right Now?
(Tue, Aug 27, 2024)
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- Are Your Assets Protected?
(Mon, Aug 26, 2024)
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- Retirement - The Easy Years Are Over
(Wed, Aug 21, 2024)
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- This Week in the Market - Episode 63 (8/16/24)
(Mon, Aug 19, 2024)
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- Have You Outgrown Your Advisor?
(Wed, Aug 14, 2024)
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- This Week in the Market - Episode 62 (8/9/24)
(Tue, Aug 13, 2024)
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- 90 Reasons NOT to Invest in the Stock Market
(Wed, Aug 07, 2024)
";
- Life After Graduation (Rebroadcast)
(Wed, Jul 31, 2024)
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- The Real 80/20 Rule
(Wed, Jul 24, 2024)
";
- Is Your IRA a Tax Nightmare?
(Wed, Jul 17, 2024)
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- Is Your Life Dehydrated?
(Wed, Jul 10, 2024)
";
- This Week in the Market - Episode 61 (7/5/24)
(Tue, Jul 09, 2024)
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- Economic Data and Portfolio Updates
(Tue, Jun 25, 2024)
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- This Week in the Market - Episode 60 (6/14/24)
(Tue, Jun 18, 2024)
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- This Week in the Market - Episode 59 (6/11/24)
(Fri, Jun 14, 2024)
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- Can I Still Retire?
(Wed, Jun 12, 2024)
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- This Week in the Market - Episode 58 (5/31/24)
(Fri, May 31, 2024)
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- My Farm & Ranch - Transitioning and Retirement Planning
(Wed, May 29, 2024)
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- College Saving Options
(Wed, May 22, 2024)(500 , )
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- Are You Being Stuffed into an Insurance Box?
(Wed, May 15, 2024)
";
- This Week in the Market - Episode 57 (5/10/24)
(Tue, May 14, 2024)
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- This Week in the Market - Episode 56 (5/7/24)
(Thu, May 09, 2024)
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- 10 Questions Every Investor Needs to Ask (Rebroadcast)
(Tue, May 07, 2024)
";
- What's Going On Right Now?
(Wed, May 01, 2024)
";
- Finding Money to Save
(Tue, Apr 23, 2024)
";
- The Griever's To-Do List (Rebroadcast)
(Wed, Apr 17, 2024)
";
- This Week in the Market - Episode 55 (4/12/24)
(Tue, Apr 16, 2024)
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- Do You Have a Checkbox Mentality?
(Wed, Apr 10, 2024)
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- This Week in the Market - Episode 54 (4/5/24)
(Tue, Apr 09, 2024)
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- No Time to Die
(Wed, Apr 03, 2024)
";
- Technology
(Tue, Mar 26, 2024)
";
- Dementia Care and the GEMS State Model (Rebroadcast)
(Tue, Mar 19, 2024)
";
- How is Your Financial Health?
(Wed, Mar 13, 2024)
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- Are You Taking Your Financial Supplements?
(Thu, Mar 07, 2024)
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- Are Guarantees Enough?
(Wed, Feb 28, 2024)(:44:37 -0600, )
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- This Week in the Market - Episode 53 (2/23/24)
(Tue, Feb 27, 2024)
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- When to Start Planning (Rebroadcast)
(Wed, Feb 21, 2024)
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- Separation in Preparation
(Tue, Feb 13, 2024)
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- This Week in the Market - Episode 52 (2/9/24)
(Mon, Feb 12, 2024)
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- Investing in People
(Wed, Feb 07, 2024)
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- This Week in the Market - Episode 51 (2/2/24)
(Tue, Feb 06, 2024)
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- What is Your Money For?
(Wed, Jan 31, 2024)
";
- This Week in the Market - Episode 50 (1/29/24)
(Mon, Jan 29, 2024)
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- Tapas Life (Rebroadcast)
(Wed, Jan 24, 2024)
";
- Should I Be Giving My Kids Money?
(Thu, Jan 18, 2024)
";
- Are You Moving Forward with Intention?
(Wed, Jan 10, 2024)
";
- Cybersecurity Tips (Rebroadcast)
(Wed, Jan 03, 2024)
";
- Elf on the Shelf Money Advice (Rebroadcast)
(Wed, Dec 27, 2023)
";
- The Perfect Investment (Rebroadcast)
(Wed, Dec 20, 2023)
";
- 12 Tax-Smart Charitable Giving Strategies
(Wed, Dec 13, 2023)
";
- Fiduciary Roles of a Retirement Plan
(Tue, Dec 05, 2023)
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- Are CDs Just as Good as Investing in the Markets?
(Wed, Nov 22, 2023)
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- 2024 Tax Numbers Are Out
(Wed, Nov 15, 2023)
";
- Myths and Mistakes of Estate Planning
(Wed, Nov 08, 2023)
";
- This Week in the Market - Episode 49 (11/3/23)
(Fri, Nov 03, 2023)
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- Should You Convert to a Roth IRA?
(Tue, Oct 31, 2023)
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- Today’s Market Environment
(Wed, Oct 25, 2023)
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- Investment Advice for the Times
(Tue, Oct 17, 2023)
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- This Week in the Market - Episode 48 (10/13/23)
(Fri, Oct 13, 2023)
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- Two Reasons You Get Sued
(Wed, 11, )(Oct 08:12:15 2023, -0500)
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- This Week in the Market - Episode 47 (10/6/23)
(Fri, Oct 06, 2023)
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- Inflation and Your Retirement
(Tue, Oct 03, 2023)
";
- This Week in the Market - Episode 46 (9/29/23)
(Fri, Sep 29, 2023)
";
- The 8 Life Planning Issues
(Wed, Sep 27, 2023)
";
- This Week in the Market - Episode 45 (9/22/23)
(Fri, Sep 22, 2023)
";
- What’s Going on Right Now?
(Wed, Sep 20, 2023)
";
- 6 Things You Probably Didn’t Know About Life Insurance
(Wed, Sep 13, 2023)
";
- 5 Tax Matters You Need to Know About
(Wed, Sep 06, 2023)
";
- This Week in the Market - Episode 44 (9/1/23)
(Fri, Sep 01, 2023)
";
- HSA - The Ultimate Tax Benefit You May Be Using Wrong
(Tue, Aug 15, 2023)
";
- 529s - You Have More Options Now
(Tue, Aug 08, 2023)
";
- This Week in the Market - Episode 43 (8/4/23)
(Fri, Aug 04, 2023)
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- Opportunities in the Market
(Wed, Jul 26, 2023)
";
- What is Your Relationship with Money?
(Tue, Jul 18, 2023)
";
- This Week in the Market - Episode 42 (7/10/23)
(Mon, Jul 10, 2023)
";
- The Perfect Investment
(Wed, Jul 05, 2023)
";
- This Week in the Market - Episode 41 (6/30/23)
(Fri, Jun 30, 2023)
";
- The 70 Percent
(Tue, Jun 27, 2023)
";
- This Week in the Market - Episode 40 (6/23/23)
(Fri, Jun 23, 2023)
";
- Is Your Credit Score Important in Retirement?
(Wed, Jun 21, 2023)
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- Personal Liability Insurance
(Wed, Jun 14, 2023)
";
- This Week in the Market - Episode 39 (6/9/23)
(Fri, Jun 09, 2023)
";
- What Happens to Your Digital Assets When Something Happens to You?
(Mon, Jun 05, 2023)
";
- This Week in the Market - Episode 38 (6/2/23)
(Fri, Jun 02, 2023)
";
- 87,000 New IRS Agents - What You Need to Know (Rebroadcast)
(Wed, May 31, 2023)
";
- Planning Horizon
(Wed, May 24, 2023)
";
- Decompress from Stress
(Tue, May 16, 2023)
";
- This Week in the Market - Episode 37 (5/12/23)
(Fri, May 12, 2023)
";
- How Much is a Million Dollars Really Worth?
(Wed, May 10, 2023)
";
- Got Cash?
(Wed, May 03, 2023)
";
- Confused Markets
(Wed, Apr 26, 2023)
";
- Preventative Financial Care
(Tue, Apr 18, 2023)
";
- This Week in the Market - Episode 36 (4/14/23)
(Fri, Apr 14, 2023)
";
- Long-Term Care Insurance
(Tue, Apr 11, 2023)
";
- Finding Peace in Turbulent Times
(Wed, Apr 05, 2023)
";
- This Week in the Market - Episode 35 (3/31/23)
(Fri, Mar 31, 2023)
";
- What’s Going On?
(Mon, Mar 27, 2023)
";
- Are You Doing Everything You Can to Save Taxes?
(Wed, Mar 22, 2023)
";
- This Week in the Market - Episode 34 (3/20/23)
(Mon, Mar 20, 2023)
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- Prioritizing Your Dollars
(Tue, Mar 14, 2023)
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- This Week in the Market - Episode 33 (3/10/23)
(Fri, Mar 10, 2023)
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- Do You Like Tax-Free Money?
(Tue, Mar 07, 2023)
";
- This Week in the Market - Episode 32 (3/3/23)
(Fri, Mar 03, 2023)
";
- Inflation & Diversification
(Wed, Mar 01, 2023)
";
- This Week in the Market - Episode 31 (2/24/23)
(Fri, Feb 24, 2023)
";
- When to Start Planning
(Tue, Feb 21, 2023)
";
- This Week in the Market - Episode 30 (2/17/23)
(Fri, Feb 17, 2023)
";
- Do You Cut and Paste Your Decisions About Money? (Rebroadcast)
(Tue, Feb 14, 2023)
";
- This Week in the Market - Episode 29 (2/10/23)
(Fri, Feb 10, 2023)
";
- Don’t Put All Your Eggs in One Basket...Or Should You?
(Tue, Feb 07, 2023)
";
- This Week in the Market - Episode 28 (2/6/23)
(Mon, Feb 06, 2023)
";
- This Week in the Market - Episode 27 (1/27/23)
(Fri, Jan 27, 2023)
";
- Rebalancing Season
(Tue, Jan 24, 2023)
";
- 87,000 New IRS Agents - What You Need to Know
(Wed, Jan 18, 2023)
";
- This Week in the Market - Episode 26 (1/13/23)
(Fri, Jan 13, 2023)
";
- RMDs - New Year New Rules
(Wed, Jan 11, 2023)
";
- If You Only Knew...
(Wed, Jan 04, 2023)
";
- A Look Back at 2022
(Tue, Dec 27, 2022)
";
- The Must Have Money Talk
(Tue, Dec 20, 2022)
";
- This Week in the Market - Episode 25 (12/16/22)
(Fri, Dec 16, 2022)(5 -0600, )
";
- A Giving Heart and a Skeptical Mind
(Mon, Dec 12, 2022)
";
- Family Care
(Mon, Dec 05, 2022)
";
- This Week in the Market - Episode 24 (12/2/22)
(Fri, Dec 02, 2022)
";
- A Pleasant Downturn?
(Tue, Nov 29, 2022)
";
- Gratitude Isn’t Always Easy
(Tue, Nov 22, 2022)
";
- This Week in the Market - Episode 23 (11/18/22)
(Fri, Nov 18, 2022)
";
- 2022 Tax Season - Lessons Learned
(Tue, Nov 15, 2022)
";
- This Week in the Market - Episode 22 (11/11/22)
(Fri, Nov 11, 2022)
";
- The Time Value of Success Issues
(Mon, Nov 07, 2022)
";
- Social Security and Tax Increases
(Tue, Nov 01, 2022)
";
- This Week in the Market - Episode 21 (10/28/22)
(Fri, Oct 28, 2022)
";
- Composure, Capacity, and Tolerance
(Tue, Oct 25, 2022)
";
- This Week in the Market - Episode 20 (10/21/22)
(Fri, Oct 21, 2022)
";
- Who is Your Personal CFO?
(Tue, Oct 18, 2022)
";
- This Week in the Market - Episode 19 (10/14/22)
(Fri, Oct 14, 2022)
";
- Saving for Retirement: A Different Take on Discipline
(Tue, Oct 11, 2022)
";
- This Week in the Market - Episode 18 (10/7/22)
(Fri, Oct 07, 2022)
";
- This Week in the Market - Episode 17 (9/30/22)
(Fri, Sep 30, 2022)
";
- Interest Rates, Commodities, and Ideas
(Tue, Sep 27, 2022)
";
- Investment Advice for the Times
(Mon, Sep 19, 2022)
";
- This Week in the Market - Episode 16 (9/16/22)
(Fri, Sep 16, 2022)
";
- Why NOT to Buy Life Insurance
(Mon, Sep 12, 2022)
";
- This Week in the Market - Episode 15 (9/9/22)
(Fri, Sep 09, 2022)
";
- Do You Have an I Love You Plan?
(Tue, Sep 06, 2022)
";
- This Week in the Market - Episode 14 (9/2/22)
(Fri, Sep 02, 2022)
";
- When Should I Take My Social Security?
(Mon, Aug 29, 2022)
";
- This Week in the Market - Episode 13 (8/26/22)
(Fri, Aug 26, 2022)
";
- Behavioral Biases
(Mon, Aug 22, 2022)
";
- This Week in the Market - Episode 12 (8/19/22)
(Fri, Aug 19, 2022)
";
- Estate Planning Isn’t Just for Your Kids
(Mon, Aug 15, 2022)
";
- This Week in the Market - Episode 11 (8/12/22)
(Fri, , )( Aug 12, 2022)
";
- The Retirement Nightmare
(Mon, Aug 08, 2022)
";
- This Week in the Market - Episode 10 (8/5/22)
(Fri, Aug 05, 2022)
";
- 401(k) Pitfalls and Opportunities
(Mon, Aug 01, 2022)
";
- The Struggle is Real
(Wed, Jul 27, 2022)
";
- This Week in the Market - Episode 9 (7/22/22)
(Fri, Jul 22, 2022)
";
- A Tax Nightmare for Your Business
(Mon, Jul 18, 2022)
";
- This Week in the Market - Episode 8 (7/15/22)
(Fri, Jul 15, 2022)
";
- Are You Planning for a Financial Drought?
(Mon, Jul 11, 2022)
";
- This Week in the Market - Episode 7 (7/8/22)
(Fri, Jul 08, 2022)
";
- 5 Hidden Dollar Dings in Post-Pandemic America
(Tue, Jul 05, 2022)
";
- Starting to Feel the Stretch
(Thu, Jun 30, 2022)
";
- This Week in the Market - Episode 6 (6/24/22)
(Fri, Jun 24, 2022)
";
- The Caregiver’s Toll
(Tue, Jun 21, 2022)
";
- This Week in the Market - Episode 5 (6/17/22)
(Fri, Jun 17, 2022)
";
- Life After Graduation - What Should Your Kids Know?
(Mon, Jun 13, 2022)
";
- This Week in the Market - Episode 4 (6/10/22)
(Fri, Jun 10, 2022)
";
- Are Recession Fears Overblown?
(Mon, Jun 06, 2022)
";
- This Week in the Market - Episode 3 (6/3/22)
(Fri, Jun 03, 2022)
";
- Taking Advantage of This Market
(Wed, Jun 01, 2022)
";
- This Week in the Market - Episode 2 (5/27/22)
(Fri, May 27, 2022)
";
- Is Inflation Hurting Yet?
(Mon, May 23, 2022)
";
- This Week in the Market - Episode 1 (5/20/22)
(Fri, May 20, 2022)
";
- Another Down Market Opportunity
(Mon, May 16, 2022)
";
- The Opportunity in a Volatile Market
(Mon, May 09, 2022)
";
- Do You Have an Estate Plan?
(Mon, May 02, 2022)
";
- How Do You Look at Your Money?
(Tue, Apr 26, 2022)
";
- The Griever’s To-Do List
(Mon, Apr 18, 2022)
";
- What Can You Delegate?
(Mon, Apr 11, 2022)
";
- Rethinking Your Thinking
(Mon, Apr 04, 2022)
";
- Keeping the Long-Term Focus of Investing
(Tue, Mar 29, 2022)
";
- Spring Cleaning Your Financial House
(Mon, Mar 21, 2022)
";
- Paying Taxes on Your Terms
(Mon, Mar 14, 2022)
";
- Life Insurance Myths
(Tue, Mar 01, 2022)
";
- Is Your Retirement Portfolio Built to Last?
(Tue, Feb 22, 2022)
";
- Family Disaster Planning
(Mon, Feb 14, 2022)
";
- 3 New Risks to Your Retirement
(Mon, Feb 07, 2022)
";
- Fed Update
(Mon, Jan 31, 2022)
";
- Blake Briscoe Interview
(Mon, Jan 24, 2022)
";
- COVID Fog
(Tue, Jan 18, 2022)
";
- Getting Back to Simplicity
(Mon, Jan 10, 2022)
";
- Are We There Yet?
(Tue, Jan 04, 2022)
";
- The Gift That Gives
(Tue, Dec 21, 2021)
";
- Cybersecurity Tips
(Mon, Dec 13, 2021)
";
- Year-End Decisions
(Tue, Dec 07, 2021)
";
- A 6 Figure Impact on Your Credit
(Mon, Nov 29, 2021)
";
- Being Defensive Through the Froth (Online Exclusive)
(Wed, Nov 24, 2021)
";
- Combating Inflation
(Mon, Nov 22, 2021)
";
- What Are Your Calluses Worth?
(Tue, Nov 16, 2021)
";
- Tapas Life
(Tue, Nov 09, 2021)
";
- How Much Can I Afford?
(Mon, Nov 01, 2021)
";
- Why to Stay Invested
(Tue, Oct 26, 2021)
";
- Saving for Your Grandchildren
(Mon, Oct 18, 2021)
";
- Medicare Annual Open Enrollment
(Mon, Oct 11, 2021)
";
- How Do You Plan Right Now?
(Tue, Oct 05, 2021)
";
- September Market Update
(Tue, Sep 28, 2021)
";
- Attention S-Corp Owners
(Mon, Sep 20, 2021)
";
- Legal Documents Aren‘t Just for Dying
(Mon, Sep 13, 2021)
";
- Don‘t Begin with the End in Mind
(Wed, Sep 08, 2021)
";
- Will Your Life Insurance Pay?
(Mon, Aug 30, 2021)
";
- Transitory or Not
(Mon, Aug 23, 2021)
";
- Inflation - Should We Be Concerned?
(Tue, Aug 17, 2021)
";
- The Dangers of a 401(k)
(Tue, Aug 10, 2021)
";
- Planning to Move in Retirement?
(Mon, Aug 02, 2021)
";
- The Obvious Never Happens
(Tue, Jul 27, 2021)
";
- Spinning Out of Control
(Tue, Jul 20, 2021)
";
- 2021 Tax Changes (Rebroadcast)
(Mon, Jul 12, 2021)
";
- The 70 Percent
(Tue, Jul 06, 2021)
";
- Inflation - It Still Exists
(Mon, Jun 28, 2021)
";
- 3 Rules for Simple Investing
(Tue, Jun 22, 2021)
";
- The Three Legged Stool of Inflation (Part 2)
(Fri, Jun 18, 2021)
";
- The Three Legged Stool of Inflation (Part 1)
(Thu, Jun 17, 2021)
";
- Do You Have a Bucket List?
(Tue, Jun 15, 2021)
";
- Have You Saved Enough for Retirement?
(Tue, Jun 08, 2021)
";
- Is Disability a Threat to Me or My Family?
(Tue, Jun 01, 2021)
";
- Market Commentary
(Mon, May 24, 2021)
";
- Financial Literacy - Where Do We Start?
(Tue, May 18, 2021)
";
- Saving Lives Saving Dignity
(Wed, May 12, 2021)
";
- 10 Questions You Need to Be Asking Your Financial Advisor
(Tue, May 04, 2021)
";
- Considering Investment Risks
(Wed, Apr 28, 2021)
";
- Did You Miss This in Your Retirement Plan?
(Tue, Apr 20, 2021)
";
- 2021 Tax Changes
(Tue, Apr 13, 2021)
";
- Too Much Information
(Mon, Apr 05, 2021)
";
- How to Lower Your Tax Bracket in Retirement
(Tue, Mar 30, 2021)
";
- Reflation
(Tue, Mar 23, 2021)
";
- Is Your Estate Plan What You Think It Is?
(Tue, Mar 16, 2021)
";
- What Are You Retiring To?
(Mon, Mar 08, 2021)
";
- 2 Numbers You Need to Know
(Mon, Mar 01, 2021)
";
- Has Investment Risk Changed?
(Mon, Feb 22, 2021)
";
- Do You Cut and Paste Your Decisions About Money?
(Tue, Feb 16, 2021)
";
- What is Your Relationship with Money?
(Tue, Feb 09, 2021)
";
- What is Your Greatest Financial Fear?
(Tue, Jan 26, 2021)
";
- I Don't Like Trusts
(Tue, Jan 19, 2021)
";
- The Retirement Dream
(Mon, Jan 04, 2021)
";
- Congress Update
(Mon, Dec 28, 2020)
";
- Elf on the Shelf Money Advice
(Mon, Dec 21, 2020)
";
- The Most Googled Money Questions in 2020
(Mon, Dec 14, 2020)
";
- A New Season of Gift Giving
(Tue, Dec 08, 2020)
";
- Are You in the Lifeboat with Your Investments?
(Tue, Nov 24, 2020)
";
- College Funding in 2020
(Tue, Nov 17, 2020)
";
- Election Results & Your Next Steps
(Tue, Nov 10, 2020)
";
- Ag-Value and Estate Taxation
(Mon, Nov 02, 2020)
";
- What You Should Be Doing With Your Investments Pre/Post Election
(Tue, Oct 27, 2020)
";
- Money Doesn't Have to Be Complicated
(Tue, Oct 20, 2020)
";
- The Opportunity in the Mirror
(Tue, Oct 13, 2020)
";
- Real Financial Planning
(Tue, Oct 06, 2020)
";
- Are You Where You Want to Be?
(Tue, Sep 29, 2020)
";
- How Do You Successfully Transition the Family Business?
(Tue, Sep 22, 2020)
";
- What is Probate and How Can You Avoid It?
(Tue, Sep 15, 2020)
";
- Why NOT to Buy Life Insurance
(Tue, Sep 08, 2020)
";
- 10 Financial Questions Everyone Over 60 Should Ask
(Tue, Sep 01, 2020)
";
- 2020 Candidate Tax Policy Proposals
(Mon, Aug 24, 2020)
";
- Ranch Entities
(Tue, Aug 18, 2020)
";
- Finding the Perfect Investment
(Tue, Aug 11, 2020)
";
- Legal Documents Aren't Just for Dying
(Mon, Aug 03, 2020)
";
- Downsizing for Retirement
(Tue, Jul 28, 2020)
";
- My Farm & Ranch - Transitioning and Retirement Planning
(Tue, Jul 21, 2020)
";
- Nothing Changes if Nothing Changes
(Mon, Jul 13, 2020)
";
- Is Your Life Insurance Another Victim of This Pandemic?
(Wed, Jul 08, 2020)
";
- Tax Deadlines & Other Money Matters
(Tue, Jun 30, 2020)
";
- How Do You Look at Your Money?
(Tue, Jun 23, 2020)
";
- Rethinking Your Thinking
(Mon, Jun 15, 2020)
";
- COVID 19 Q&A
(Tue, Jun 09, 2020)
";
- Coronavirus, Children & Charities
(Wed, Jun 03, 2020)
";
- Making the Most of a Full Nest
(Wed, May 27, 2020)
";
- Corey Anderson - The Disability Geek
(Wed, May 20, 2020)
";
- COVID-19 - The End of An Era
(Tue, May 12, 2020)
";
- Dementia Care and the GEMS State Model
(Tue, May 05, 2020)
";
- Down is Good
(Tue, Apr 28, 2020)
";
- Thriving in Ambiguity
(Tue, Apr 21, 2020)
";
- COVID-19: The Personal Finance Test of a Lifetime
(Tue, Apr 14, 2020)
";
- The CARES Act and Other Relief Programs
(Wed, Apr 08, 2020)
";
- A Crisis is a Terrible Thing to Waste
(Tue, Mar 31, 2020)
";
- Market Update
(Tue, Mar 24, 2020)
";
- A Down Market Opportunity
(Tue, Mar 17, 2020)
";
- 6 Lessons From An Estate Litigator
(Tue, Mar 10, 2020)
";
- The SECURE Act - Revisited
(Wed, Mar 04, 2020)
";
- Election Year: Countless Candidates but One Forecast
(Tue, Feb 25, 2020)
";
- Which Guarantee Do You Want?
(Tue, Feb 18, 2020)
";
- Understanding Life Insurance
(Tue, Feb 11, 2020)
";
- Have You Checked Your Financial Vitals?
(Tue, Feb 04, 2020)
";
- 2019 Year In Review
(Tue, Jan 28, 2020)
";
- The 5 Biggest Risks in 2020
(Tue, Jan 21, 2020)
";
- Were You Sold Something or Do You Need It?
(Tue, Jan 14, 2020)
";
- The SECURE Act - Is it Really a Good Thing?
(Thu, Jan 09, 2020)
";
- 20/20 Vision
(Tue, Dec 31, 2019)
";
- A Giving Heart and a Skeptical Mind
(Mon, Dec 23, 2019)
";
- The Gift of Giving
(Tue, Dec 17, 2019)
";
- Estate Planning Lessons Learned from Celebrities
(Tue, Dec 10, 2019)
";
- Tell Me 'Bout the Good Old Days
(Tue, Dec 03, 2019)
";
- How Tax Efficient is Your Portfolio?
(Wed, Nov 27, 2019)
";
- You Have Arrived
(Tue, Nov 19, 2019)
";
- Be Done With Debt...
(Tue, Nov 12, 2019)
";
- Your Year-End To-Do List
(Wed, Nov 06, 2019)
";
- What Should I Expect from My Investments?
(Tue, Oct 29, 2019)
";
- The Next Big Investment Scam
(Wed, Oct 23, 2019)
";
- Are You Spending Enough in Retirement?
(Tue, Oct 15, 2019)
";
- No Way Around It
(Tue, Oct 08, 2019)
";
- Protecting Your Parents
(Tue, Oct 01, 2019)
";
- I Don't Understand Investing
(Tue, Sep 24, 2019)
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- Will Tax Reform End Early?
(Wed, Sep 18, 2019)
";
- A Simple Estate Plan?
(Tue, Sep 10, 2019)
";
- Should You Take Your Social Security Now?
(Wed, Sep 04, 2019)
";
- August Volatility Report
(Tue, Aug 27, 2019)
";
- Turning 50 May Be Your Last Hurrah
(Tue, Aug 20, 2019)
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- The Secret to Multiplying Your Success
(Tue, Aug 13, 2019)
";
- Life Insurance Isn't Just for Dying
(Tue, Aug 06, 2019)
";
- Are You Getting Cash Out of Your Business?
(Tue, Jul 30, 2019)
";
- How Do You Measure Your Wealth?
(Tue, Jul 23, 2019)
";
- How Much Can I Afford?
(Wed, Jul 17, 2019)
";
- What is Life Planning?
(Wed, Jul 03, 2019)
";
- The Impact of Your Long-Term Health
(Wed, Jul 03, 2019)
";
- Should You Be Worried About Your Investments?
(Wed, Jun 26, 2019)
";
- Have You Outgrown Your Advisor?
(Tue, Jun 18, 2019)
";
- Your IRA: The Good, The Bad, The Ugly
(Wed, Jun 12, 2019)
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- 5 Things to Consider Before Moving in Retirement
(Wed, Jun 05, 2019)
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- How Much Should I Leave My Kids?
(Wed, May 29, 2019)
";
- Is Organization Hurting Your Financial Future?
(Tue, May 21, 2019)
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- How to Use the Better Business Bureau
(Tue, May 14, 2019)
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- 10 Questions Every Investor Needs to Ask
(Wed, May 08, 2019)
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- How Financially Well Are You?
(Tue, Apr 30, 2019)
";
- The Top 5 Retirement Books
(Tue, Apr 23, 2019)
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- Understanding Medicare
(Wed, Apr 17, 2019)
";
- How Do You Reach Your Money Goals?
(Wed, Apr 10, 2019)
";
- Should I Prepare My Own Taxes?
(Tue, Apr 02, 2019)
";
- Is Your Investment Portfolio Tax Smart?
(Tue, Mar 26, 2019)
";
- AirMedCare Network
(Tue, Mar 19, 2019)
";
- Death - It Happens...Is Your Family Ready for Yours?
(Mon, Mar 11, 2019)
";
- Are You a Member of the Responsibility Club?
(Wed, Mar 06, 2019)
";
- Are You Exposed to Any of These Risks?
(Wed, Feb 27, 2019)
";
- Turning Crumbs into Cake for Your Financial Planning
(Tue, Feb 26, 2019)
";
- What is ViaScan?
(Tue, Feb 12, 2019)
";
- Giving with Benefits
(Tue, Feb 05, 2019)
";
- The Secret Sauce to Investing
(Tue, Jan 29, 2019)
";
- Common Questions About 199A
(Tue, Jan 22, 2019)
";
- Is Retirement Really About a Dollar Amount?
(Mon, Jan 14, 2019)
";
- Don't Die Like a Celebrity
(Tue, Jan 08, 2019)
";
- The Fast Track for 2019
(Wed, Jan 02, 2019)
";
- Seeking Your Purpose
(Wed, Dec 26, 2018)
";
- Your Retirement or College for the Kids - Which Will It Be?
(Mon, Dec 17, 2018)
";
- What Should I Do With My Required Minimum Distribution?
(Tue, Dec 11, 2018)
";
- A Giving Heart and a Skeptical Mind
(Wed, Dec 05, 2018)
";
- 2018 Year End Planning
(Wed, Nov 28, 2018)
";
- Medicare Advantage Plans
(Wed, Nov 21, 2018)
";
- A Tax Nightmare for Your Business
(Tue, Nov 13, 2018)
";
- Credit Cards Are Good for Your Financial Health
(Tue, Nov 06, 2018)
";
- Should I Be Worried About the Market?
(Wed, Oct 31, 2018)
";
- Is Your Estate Plan in Good Health?
(Tue, Oct 23, 2018)
";
- Tax Reform - Clean Up on Aisle 3
(Tue, Oct 16, 2018)
";
- If Not Now, Then When?
(Tue, Oct 09, 2018)
";
- What Is Your Relationship With Money?
(Mon, Oct 01, 2018)
";
- Why It Pays to Imagine the Worst
(Tue, Sep 25, 2018)
";
- How Much is a Million Dollars Really Worth?
(Tue, Sep 18, 2018)
";
- Securing Your Family's Success
(Tue, Sep 11, 2018)
";
- Life Insurance Awareness
(Tue, Sep 04, 2018)
";
- How Do You Do That? - Money Ideas No One Thinks Possible
(Tue, Aug 28, 2018)
";
- When I Retire I Will Die
(Wed, Aug 22, 2018)
";
- Planning All Alone
(Tue, Aug 14, 2018)
";
- Veterans Administration Benefit Planning
(Tue, Aug 07, 2018)
";
- Investments - Do You Have the Old Plan or the New One?
(Wed, Aug 01, 2018)
";
- A Family Business is Still a Business
(Mon, Jul 23, 2018)
";
- Retirement - Are We All on the Same Page?
(Tue, Jul 17, 2018)
";
- Who Will Protect You?
(Tue, Jul 10, 2018)
";
- When Do I Take Social Security?
(Tue, Jul 03, 2018)
";
- Real Financial Planning
(Mon, Jun 25, 2018)
";
- Is it Possible to Never Pay Taxes Again?
(Mon, Jun 18, 2018)
";
- Attention Business Owners
(Tue, Jun 12, 2018)
";
- Protecting Your Assets from Medicaid
(Tue, Jun 05, 2018)
";
- The Secret to Financial Success
(Tue, May 29, 2018)
";
- Naming Your Beneficiaries
(Mon, May 21, 2018)
";
- What is Your Long-Term Healthcare Plan...Beyond the Money?
(Tue, May 15, 2018)
";
- Behavioral Finance
(Tue, May 08, 2018)
";
- Family-Centric Estate Planning
(Wed, May 02, 2018)
";
- Tax Reform Memoirs
(Tue, Apr 24, 2018)
";
- How Do You Look At Your Money?
(Mon, Apr 16, 2018)
";
- Are CDs Making a Comeback?
(Tue, Apr 10, 2018)
";
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