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The Season of Giving
Giving 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?
December 2, 2021
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Inflation, Infrastructure, and Medicare Increases in 2022
Inflation! 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.
November 18, 2021
The ABC’s of Medicare
It 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.
November 4, 2021
Important Ages in Retirement
What 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.
October 21, 2021
Bonds, Interest Rates, and Tax Proposals
You’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.
October 7, 2021
5 Financial Biases to Avoid
What 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.
September 23, 2021
Finding a New Path and Perspective after 9/11
Don talks with special guest Kevin Haney about how his work took a turn after September 11th and what that meant for his life.
September 9, 2021
Budgeting Time and Money – With Ten Kids!
Today 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.
August 26, 2021
The Hidden Value of an HSA
Do 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.
August 12, 2021