It was a Thursday afternoon in July of 2017. I had just finished at the gym and checked my phone on the way to my car – over a dozen missed calls – my immediate reaction was, “Who died?”… Rewind to the fall of 2016, my wife & I had decided to start the process […]
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Americans Urged to Watch Out for Tax Scams During the Pandemic, Ep #227
A “Gold IRA” and a $300,000 Tax Mistake… Ep #226
My Favorite Retirement Resources for 2022 & How Generosity Changes Your Brain, Ep # 225
Could Living Abroad Save You Money? with Tim Leffel [Rebroadcast]
Fidelity & Schwab Donors Set Record for Charitable Giving in Response to Pandemic [Rebroadcast]
Summer Travel Series: Travel Hacking with Lee Huffman [Rebroadcast]
Planning Multi-Generational Disney Trips with Lou Mongello [Rebroadcast]
Bucket List Travel on Any Budget with Danielle Desir [Rebroadcast]
Tax & Retirement Planning Changes for 2022, Ep #219
Risk Tolerance Questionnaires Don’t Work, Ep #218
The Media Will Decide Your Social Security Claiming Age, Ep #217
Executor Help - How to Settle an Estate, Pick an Executor, and Avoid Family Fights with David Edey, Ep #216
Inflation in Retirement and Breaking Social Security News! Ep #215
Tax Moves You Should Be Making Before Year's End, Ep #214
3 Social Security Do-Over Options, Ep # 213
Are Annuities a “License to Spend”? Ep # 211
The Social Security Update, Ep # 210
The Great Resignation, Ep #209
Quit Cutting Your Own Grass, Ep #208
Bucket List Travel on Any Budget with Danielle Desir, Ep #207
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