2021 Year in Review
As 2021 comes to an end, what can we learn from this year? On today’s episode, we’ll discuss some of the top headlines and predictions of this year. How many of those predictions turned out to be correct?
Read MoreAs 2021 comes to an end, what can we learn from this year? On today’s episode, we’ll discuss some of the top headlines and predictions of this year. How many of those predictions turned out to be correct?
Read MoreGiving Tuesday was this week and we are entering the most charitable time of the year. What do you need to know about charitable giving and taxes?
Read MoreInflation! We are seeing it everywhere. From the gas we buy to our Thanksgiving turkeys, prices seem to be going up everywhere. How does this affect Medicare? Well, you’ll probably be paying more on premiums. Will the infrastructure bill make inflation worse? That remains to be seen but you should stay vigilant. We will discuss these issues and how they impact you on today’s show.
Read MoreIt is open enrollment season for Medicare! On today’s show, we are going to discuss Medicare with expert Ray Martin. We will be covering the different types of plans, premiums, and tips you should be aware of as you reach age 65 and beyond.
Read MoreWhat should you be planning for as you reach 50? What is the best age to take Social Security? Today, we are going to go over some key ages to be aware of as you plan for and approach retirement.
Read MoreYou’ve probably heard about the recent tax proposals in Congress. How will they affect your financial future if they pass? Today we will discuss these proposals, while also taking it back to 1981 to discuss bond rates.
Read MoreWhat can get in the way of your financial success? Today we are talking about a few financial biases such as the fear of missing out and overconfidence. We will also discuss how to overcome these biases.
Read MoreDon talks with special guest Kevin Haney about how his work took a turn after September 11th and what that meant for his life.
Read MoreToday we’re excited to bring on special guest Brien Dunphy, who is a business consultant that balances work with his family of 10 kids in New Jersey! How do they possibly manage the finances? (Hint: Brien is not rich or living on a trust fund) Listen to Brien’s amazing story on today’s podcast.
Read MoreDo you have the option of contributing to an HSA for medical expenses? Why does this matter? Don shares why an HSA can provide big benefits later on and in retirement.
Read MoreWondering if you should refinance or if you’ve already missed your chance? Don discusses who should refinance and why the rates are still so low right now.
Read MoreLeaving an inheritance is often a goal, but how can it be done effectively? We talk through the different mistakes to avoid and the things to pay attention to when estate planning.
Read MoreBefore you go wild with your funds as the country opens up again, what should you do with your recent savings? Don shares some strategies to make sure you accomplish your financial goals.
Read MoreThe word rich gets thrown around all the time but who actually falls into that category? It’s certainly subjective but the government’s definition by directly impact your future taxes. Let’s look at some statistics and get a better idea of how taxes are generated and who is actually paying them.
Read MoreWhen should you consider moving to another state? Sometimes tax benefits may be a motivator when making this decision. Don talks about the tax ramifications when living in certain states.
Read MoreWe’ve already seen tremendous inflation in housing, lumber and other areas since Covid hit. But will that soaring inflation continue?
Read MoreDo these proposed changes really only affect high-income earners and the wealthy? On today’s episode, we look at recent changes and proposals that could impact your finances.
Read MoreAre you or someone you know considering living in a retirement community? What should you know ahead of time? What kind of costs might come with that?
Read MoreLet’s talk about what’s in the infrastructure bill and ultimately, what it means for you and your family. What kind of taxes might be coming in the future?
Read MoreWe talk through what the stimulus package includes, what it means, and where we’re headed on today’s episode. Then, Don answers a question from the mailbag about refinancing.
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