This week, David revisits his April 18th episode, featuring special guest Mary Beth Franklin. Share with a Friend
May 23, 2024
43 min
This week, David revisits his visit with Ed Slott from August 2023. Share with a Friend
May 9, 2024
42 min
This week, guest hosts Doug & Jim discuss the importance of financial literacy, budgeting ideas, and more. Share with a Friend
Apr 25, 2024
43 min
This week, David is joined by special guest Mary Beth Franklin, one of the leading Social Security experts. Share with a Friend
Apr 18, 2024
43 min
This week, David and Jim discuss when it makes sense to claim aging parents on your taxes, and more. Share with a Friend
Apr 11, 2024
43 min
This week, David and Jim host the monthly Q&A show. Share with a Friend
Apr 4, 2024
43 min
This week, David discusses the rising Treasury yields upward curve, what the Treasury auctions are telling us, and more. Share with a Friend
Mar 28, 2024
43 min
This week Doug Hughes and Jim Inman share about “control” in retirement planning – what you can control, what you have some control over and what you cannot control. Share with a Friend
Mar 21, 2024
44 min
This week, David and Doug discuss protecting yourself from inflation, “all-weather” portfolios, and more. Share with a Friend
Mar 14, 2024
43 min