Passing Down An Inheritance
Leaving an inheritance is often a goal, but how can it be done effectively? We talk through the different mistakes to avoid and the things ...
Recent Episodes
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What To Do With Your Pandemic Savings?
Before you go wild with your funds as the country opens up again, what should you do with your recent savings? Don shares some strategies ... -
Who is the Rich?
The 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 ... -
Moving to a Tax-Friendly State
When should you consider moving to another state? Sometimes tax benefits may be a motivator when making this decision. Don talks about the tax ramifications ... -
New Inflation Numbers, What Do They Mean?
We’ve already seen tremendous inflation in housing, lumber and other areas since Covid hit. But will that soaring inflation continue?
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How Could the Capital Gains Tax Affect You?
Do 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 ... -
What You Need to Know About Continuing Care Retirement Communities
Are you or someone you know considering living in a retirement community? What should you know ahead of time? What kind of costs might come ... -
Infrastructure Bill and Future Taxes
Let’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 ... -
What Does the Stimulus Package Mean For You?
We 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 ... -
Wall Street Approach vs Academic Approach
How should you approach the stock market? What are you basing your financial decisions on?
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GameStop Stock Situation
What just happened with GameStop? What can we learn from it, and how does it apply to your financial plan? We’ll get Don’s perspective on ... -
What Should You Be Thinking About For 2021?
The Story: What does Don predict for the new year? How can we prepare our financial plan appropriately for what may come in the future? ... -
The Highlights & Lowlights – Wrapping Up 2020
As you wrap your gifts and prepare for the ball drop, we wrap up 2020 by reviewing the highlights and lowlights that happened this year. ... -
End of Year Financial Checklist + Market Update
We’re closing in on the end of the year, which is a great time to catch up on a little rest and relaxation. Before you ... -
Evaluating the End of the Year 2020
From COVID numbers to the stock market, we’ve had a lot of volatility this year. What should we do now with our financial planning before ... -
How This Election Compares to Previous Years
Election Day is behind us but the results for this year’s vote are still unclear. As unusual as the 2020 election has been, there are ... -
Planning for Social Security Benefit Changes
The federal government recently announced an increase to Social Security benefits for 2021 but it also came with an increase in Medicare premiums. On this ... -
Let’s Talk Electionomics
What are some of the economics surrounding an election year? How will our president impact our economy? Let’s talk about the 800-pound gorilla in the ... -
Obsolete Financial Planning Axioms
Have you ever heard of the 10-5-3 rule? It’s one of the outdated financial planning axioms that just don’t make sense anymore. Today we’ll tell ... -
Stock Market & Real Estate Update
As summer winds down, the economy is still facing numerous challenges but you wouldn’t know it by looking at the stock market and real estate ... -
Preparing For Financial Storms
Are you prepared for a financial storm? We explain what to do and why a financial advisor is so important in helping you weather tough ... -
Have You Made a ‘Corona Purchase’?
Have you made a big splurge recently? How have your finances shifted in the past several months during the pandemic? Today we’ll talk about how ... -
What Happens Financially After the Loss of a Spouse?
Times like these may make you think more soberly and realistically about if something tragic were to occur. How do you prepare financially for the ... -
Assess Your Financial Health With A Stress Test
Don recently went to the doctor for a checkup and a cardio stress test. All is well, but the experience reminded him just how similar ... -
Financial Lessons from Mark Twain & Picking the Right IRA
We look at several quotes from Mark Twain in today’s episode to see how it may apply in our own financial life. Then, we talk ... -
June Economic Update
With a constant changing world, particularly in the last four months, what is going on with the economy right now? What takeaways should we have ... -
How Have Our Clients Been Doing Through Quarantine?
We spend a lot of time on the financial side of life, but money is nothing without your physical and mental health. Today we talk ... -
What Does Economic Health Look Like?
As we transition into a new routine and daily life, the economy continues to struggle. What has the Fed done? And will it be enough ... -
The Latest Financial Update on Coronavirus
As we approach the third month dealing with the coronavirus health crisis, let’s get an update on where things stand. Don will tell us how ... -
Coronavirus Update: Understanding the CARES Act
Have you heard about the CARES Act, which will provide aid and relief for individuals and businesses? What adjustments have you made recently due to ...