Episode 514: Steve and John dissect the risks of trendy investments and offer sound strategies for long-term financial success. They also warn you against basing your retirement plans on working longer.
Trust Insights | Funding Sports
Cutting Taxes | Saying No
Wealth Transfer | Pre-Medicare Plans
Family Finances | College ROI
IRS Red Flags | Tax Withholding
Economic Optimism | Natural Disasters
Student Debt | Real Estate
Tax Breaks | Big Regrets
Health Insurance | Optimizing Savings
Empowering Kids | Money Mastery
Retirement Fears | LTC Insurance
FOMO Dilemma | Tax Forms
Audit Triggers | Home Buying
Life Principles | Early Benefits
Investing Illusions | Roth Strategies
Market Predictions | Tax Tips
Prosperity Barriers | 2024 Strategies
Overconfident Investing | Money Conversations
Investment Grit | Market Outlook
Annuities 101 | Money Languages
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