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 your finances.
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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 with that?
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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 mailbag about refinancing.
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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 episode, we’ll tell you what ... Read more
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 It’s one of the outdated financial planning axioms that just don’t make sense anymore.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 you why and explain interest ... Read more
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 these past few months. Let’s ... Read more
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 conditions when the forecast gets ... Read more
2019 Financial Year in Review
Before we turn the page and move into the new decade, let’s take a look back at a busy 2019. We saw a strong market, interest rate cuts, the passing ... Read more
SECURE Act Update Heading Into 2020
We’ve been keeping an eye on the SECURE Act for months now and recent legislation passed by Congress will make it effective starting in 2020. Get an overview of the ... Read more
Understanding 2020 Medicare Premiums and IRMAA Surcharges
It was recently announced that the Medicare Part B monthly premiums and the annual deductible would be higher in 2020, so how is this amount calculated? We turn to Don ... Read more
Common Misunderstandings When It Comes to Social Security
Myths, rumors, and misunderstandings are pervasive in the world of Social Security. On this show, we’ll look to clear up the most common misunderstandings about Social Security, provide some background ... Read more
What Can We Learn About Retirement from Flying?
You’ve likely never thought about it before, but there’s a lot we can learn about retirement from flying. Yes, many of the same processes and principles that are used by ... Read more
5 Key Retirement Planning Mistakes
When it comes to retirement planning, it’s easy to make a mistake that you can’t undo. And oftentimes, it just comes down to the fact that you don’t know what ... Read more