What to do with the home when paying for Long-Term Care
What To Do With The House?: A Tax Planning Case Study for Families Looking to Fund Long-Term Care
Encore Episode: Betting the Farm
A reminder of why proper diversification is important
I Want to Retire But I Have a 401(k) Loan & Are 401(k) Loans Double Taxed?
What to do if you’re retiring but have a 401(k) loan
Encore: Your Retirement Income Plan Can Make or Break You
Encore episode about the importance of a retirement income plan!
Asset Protection Planning With Credit Freezes + Real Estate & Trusts
Learn how credit freezes protect your identity and credit—plus a listener Q&A on what to expect when creating a trust when you own real estate.
Should I Do Roth or Pre-Tax Retirement Contributions?
Why Roth contributions may not make sense.
Divorced, Widowed, and Wondering: How to Maximize Your Social Security Benefits
Must know Social Security nuances for Divorcées and Widows
Professional Financial Advice or AI?
Can AI Chatbots replace professional advice?
Matching Retirement Income Sources to Goals & Thoughts on Dividend Investing
Learn to match your retirement income sources to your goals.
The Greatest Threat to Your Retirement Savings
Understand SOR risk and the importance of account balances vs. investment returns.