Tax planning is different when you’re retired versus during your working years. It also changes...

Listener questions have been piling up and a Q&A is LONG overdue. So in this episode of the...

The Social Security Expansion Act is being introduced to congress, sponsored by Bernie Sanders,...

When you retire, where does your income come from? How frequently will you get “paid?” Can you...

There’s a lot of misunderstanding circulating regarding social security claiming strategies with...

What does your dream retirement look like? What will make you happy? What are you working to...

It can be hard to look back at 2022 and see anything positive, right? Inflation is the highest...

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...