48:56

Changes to Estate Tax Exemptions with Heather Walser

08:27

Getting the Right Life Insurance Coverage

41:03

Making the Most of Your Life Insurance Policies

06:55

Understanding Your Personal Cash Flow

46:01

Where Does Your Money Go?

07:40

Meet the Chief Investment Officer

01:00:40

Start with Why: Rob's Story

06:23

Here's What To Do When You Inherit Money

42:28

How to Steward Your Inheritance Well

07:07

Inheritance Taxes for Beneficiaries

50:12

Understanding the Inheritance Process

07:59

Should You Buy or Rent a Home?

01:10:42

Should You Rent or Buy (or Build)?

09:51

Strategies for Tax Returns

53:59

2023 Tax Review & 2024 Tax Planning

06:52

Meet the COO of Financial Design Studio

45:43

Start with Why: Trevore's Story

07:31

How to Set Financial Goals (According to a Coach)

54:08

How to Set Goals (if you're already succeeding)

09:04

Target Date Funds Explained!

38:45

Target Date Funds: Are They the Right Choice?

06:43

Why We Invest in Stocks, Bonds, and Cash

43:52

Investing Across Your Lifetime

10:28

How to Find College Scholarships

01:15:02

Helping Kids Make College Choices with Nathan Bargar

07:11

How to Protect Yourself from Online Scams

01:03:13

How to Spot Scams and Avoid Financial Fraud

01:12:28

How to Set Your Kids Up For Success

08:50

How to Use a 529 College Savings Plan

51:14

The College Funding Challenge

07:02

Meet the CEO of Financial Design Studio

48:25

Start with Why: Michelle's Story

06:49

Time Horizons for your Investment Goals

52:02

2023 Investment Review and 2024 Outlook

06:57

Preparing to Transition to Retirement

58:40

Transitions with Emotional and Financial Contexts with Stephanie Geisler

06:09

Impactful Giving: Tax Strategies and Evaluate Charities

53:59

From Passion to Action: Becoming a Not-For-Profit with Shelly Nysinski-Reese

52:34

Smart Holiday Shopping

06:53

What Homebuyers Need to Know About Mortgages

01:02:22

Storytime: Adopting from Africa

46:55

Organizing your possessions (or your parents!) with Ashley Rapp

05:59

Endorsements for Your Insurance Coverage

51:51

What Buyers Need to Know about Mortgages with Tom Cramer

48:24

Are You Getting the Best Insurance Money can Buy? with Ryan Delp

09:04

Estate Planning: Trustee vs POA (Power of Attorney)

44:03

Creating Successful Estate Plans with Heather Walser

07:10

Strategies for Restricted Stock Unit Taxes (RSUs)

34:31

How to Manage Your Aging Parent's Finances

09:18

How to Use Your Health Savings Account (HSA)

31:47

Will Social Security Run Out?

08:05

Planning Your Retirement Cash Flow

30:41

Should I Save for My Kid's College Education?

09:09

Ways to Save for Your Kids' College

29:57

Financial Decisions Don't Have to Be Permanent

04:08

How to Create A Portfolio Strategy

42:37

How do Financial Advisors Vacation?

11:01

What Medicare Coverage Do You Need...and When?

39:50

How to Finance Your Summer Projects

08:01

Strategies for Early Retirement Health Care