Inflation has had its share of headlines recently, but listen in to hear why inflation should always be top of mind for long-term investors.
Jul 28, 2021
11 min
Taxes will be the largest expense in retirement for many of you. Today we dive into the reason why Roth Conversions are a powerful tool to lower your lifetime taxes.
Jun 16, 2021
21 min
Danny Reedy joins us today to discuss mortgages. We talk about the current mortgage market but also some unique challenges retirees and self-employed people may face. Danny Reedy's Website
Jun 2, 2021
28 min
Special guest Kevin Permison joins us to talk about commercial insurance and how it is different from personal insurance. Kevin's Contact Info
May 19, 2021
26 min
Listen in to my conversation with Dan Francis about home, auto and liability insurance, including common mistakes and what specifically retirees should be thinking about. Reach Dan at [email protected] or 410-513-8356.
May 5, 2021
32 min
This week we discuss the past, present and future of social security.
Apr 21, 2021
21 min
Estate Attorney Matt Penater joins us for a conversation around estate planning. The Penater Law Firm
Apr 7, 2021
25 min
IRA's are becoming more and more common and unfortunately some of the mistakes are irreversible. It's important to know the common mistakes and how to avoid them.
Mar 24, 2021
15 min
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