Congratulations. You just received a nice chunk of money. Now what? Should you spend it? Save it? Loan it? Burn it? Listen to this month's podcast to get ideas on what to do with your new settlement, lotto, inheritance or divorce assets.
Jun 26, 2023
27 min
There is a lot to know about Social Security. So much, in fact, that it may bore and confuse you to tears. However, the information is so crucial to your success in retirement. Take a listen to this podcast and learn common mistakes and strategies about America's financial safety net.
Jun 19, 2023
31 min
Divorce can be the best and worst thing that has ever happened in your life. Let's take lemons and make lemonade as we share some ideas on how to cope.
Jun 10, 2023
45 min
Did your parents talk about how hard life was when they were your age? Walking uphill, both ways, in the snow, barefoot? Well congrats! You may have it harder than they do now! Let's explore some of the differences between how your parents retired versus what you may have to contend with.
Feb 6, 2023
32 min
Yes, the rumors are true, there is life after a layoff. Join us on this episode of "The Financial FUNdamental$ Show" and let's get you back on track!
Jan 30, 2023
31 min
Rollovers aren't just for dogs. Humans can rollover, too! Listen to the many benefits of 401(k) rollovers and why they are so important.
Jan 24, 2023
39 min
You've heard the words before, but what do they really mean when it comes to investing? What strategy is best for you and why?
Dec 8, 2022
27 min
Ever wonder what High Net Worth Investors are doing that the rest of us are not? Are you curious about what other tools they have at their disposal? Take a listen to this episode where we discuss some other tools outside of the typical Stock/Bond allocation.
Dec 8, 2022
37 min
Annuities are not good or bad, they just "are." Find out why they are so controversial, what they are, how they work, and what they could mean for your portfolio.
Oct 29, 2022
44 min
Tax! That scary three letter word. Well, it's not all bad. Taxes pay for the infrastructure of our country, our roads, our... okay, yeah, you're right. Taxes stink. Let's talk about ways to mitigate those taxes and make your life a little more tax-free, shall we?
Mar 8, 2022
31 min
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