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Latest Episodes
Protect Your Family from the Survivor Trap
January 31, 2021What happens to your spouse and family after you pass away? There are many changes that occur when this happens, and one of the biggest are finances. There are three fundamental questions that you need to be able to answer…
Taxes after a Spouse Passes Away
January 31, 2021They say that when you pass away, your widower or widow could end paying much more in taxes. There are many factors that play into this such as social security, pensions, and more. Find out the truth so you can…
Volatility in the Market
January 31, 2021This week the market saw volatility as retail investors banded together to short squeeze large hedge funds. All indexes finished the week in the red. What should you be looking out for in the future? Find out what you need…
Big Changes to Social Security and Medicare
January 24, 2021Both social security and Medicare have some serious funding shortfalls. If things stand pat, both of these funds might run out of money sooner than you think. With President Biden announcing that changes are on the horizon what should you…
Changes in Medicare
January 24, 2021When you reach age 65, do you automatically get Medicare? Although that may be the case right now, the congressional budget office just said that the hospital insurance trust will run out of money in 2024. What does this mean…
Protect Your Information!
Listen to this six-minute “minicast” for tips to help protect your personal information and financial data:
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