05:34

2 Kinds of Annuities for Wealthy Investors

03:25

How will a Trump Presidency Affect our Taxes? (Full Podcast)

19:01

How will a Trump Presidency Affect our Taxes? (Full Podcast)

03:19

How to Invest When Interest Rates are Cut

03:57

3 Considerations before Making a Roth IRA Conversion

02:03

Understanding Phantom Income (and its scary tax implications!)

03:03

4 Tips to Protect Your Data After a Massive Breach

02:51

Five Key Steps to for Retirement Planning in 2024-2025

03:48

Mastering Your Investment Strategy: Risk Tolerance and Return Expectations

02:34

Fee Only or Fee Based? Which is Better for Your Financial Plan?

03:15

Uncovering Hidden Costs: 4 Reasons Why Small Business Owners Should Report All Income to the IRS

03:27

How to Recover Financially from a Divorce

04:04

Popular "Financial Guru" Proposes an 8% Withdrawal Rule... Is that Realistic?

04:31

Navigating Market Volatility: Corrections and Opportunities

03:08

How to Minimize Capital Gains Tax

03:55

The 401(k) Rollover Mistake that's Costing Retirement Savers Billions

02:14

Global Markets Suffered on Monday August 5th, Shane Stevenson says "Not to Worry".

03:47

How the Biden 5% Rent Increase Cap Could Actually Help Arizonans

04:00

Interest Rates are Staying High: How to Make them Work in Your Favor

03:28

How to Optimize your RMDs in Retirement

04:21

Top Financial Planning Misses for People in Their 30s and 40s

04:54

Navigating the Financial Talk with Aging Parents

19:23

Tips on how to Start Investing

05:15

5 Questions You Need to Answer before You Retire

04:45

How Old is Too Old for a Roth Conversion?

03:54

3 Financial Phases of Life

04:11

On a Fixed Income? Smart Strategies to Save Money

03:51

The Reverse Boomerang Effect: Reasons why some families are choosing to move in together.

04:17

Biggest Retirement Regrets (and how to avoid them!)

03:47

3 Strategies to Reduce Your IRMAA for Medicare Part B

04:09

Understanding the 3 Different Tax Buckets to Reduce Your Taxes in Retirement

03:56

Pay off Your Mortgage Early or Invest?

04:22

Tips for Boosting your Financial Savvy

06:16

The 4 Expenses Retirees (Almost Always) Underestimate

05:26

5 Signs Your Advisor is Doing Real Financial Planning

03:22

Steps to Protecting a Child with Disabilities

03:25

Palm trees or pickleball courts? What You Need to Know before Relocating in Retirement

04:17

Best Ways to Spend Your Tax Refund

06:25

The Secrets to Maximizing Your Social Security as a Couple

04:32

How to Have a Conversation about Money and Financial Values with Your Kids: 3 Tips!

03:14

Should Couples Retire Together?

02:39

Retirement Planning and Tips for Women

03:18

5 Benefits of Working in Retirement

05:09

Have You Heard of the "Rich Person's Roth?" (LIRP)

03:58

What is a Retirement Drawdown Strategy? 4 Tips to Make Your Money Last

04:10

5 Retirement Investing Mistakes to Avoid

03:17

5 Financial Resolutions for a Happy and Successful 2024

03:44

What's Changing for Retirement in 2024?

03:01

Hoping to Make a Catch-Up Contribution? One Big Change for High-Income Earners

03:35

National Divorce Season Starts Now, Tips from a Financial Professional

03:26

New Retirement Account Contribution Limits for 2024

03:12

A Tax-Smart Alternative to Cash

03:48

Climbing Interest Rates Mean Good News for Annuity Buyers

04:29

How to Avoid Scams This Holiday Season, Tips and Tricks from a Financial Expert

03:02

3 Year End Tax Tips to Get on Track for 2024

04:00

Happy Retired Couples are also Financially Healthy

05:21

2 Reasons You Need Life Insurance, even if You're Retired

03:57

Social Security COLA Jumps 3.2% for 2024... but Medicare Part B Jumps 5.9%!

01:37

Winston & Companies 2023 Friends of the Family Club Event Recap

06:21

Should You Buy that Vacation Home? (and how should you pay for it?)