The beginning of a new year is a great time to review what you should and shouldn’t be doing....

I’ve been talking about this bill for well over six months and it finally passed in December of...

How is a fiduciary different? What can you expect to pay a CFP? How does capital gains tax work?...

In this special final episode of 2022, I’m going to share clips from the top five most downloaded...

How do you gift money to individuals without getting hit with having to pay taxes on the gift? How...

When I help a client craft a retirement plan, we want to make sure it lasts at least 30 years,...

What happens when you sell your primary home? What are the tax implications? What’s the deal with...

Are you ready to retire? Or does the thought of retiring leave you questioning what you’ll spend...

The St. Louis Cardinals broadcaster, Dan McLaughlin, was asked what makes the best professional...

Do you feel like you’re late to the game? Are you in your 50s and just now seriously looking at...

The listener questions have been rolling in so I decided it was time to do another listener...

In episode #106 of the Retirement Made Easy podcast, I talked about the risks associated with...