54:16

Tax Planning Opportunities From the SECURE Act 2.0

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3 Cashflow Changes Caused by Home & Auto Insurance

08:48

4 IRA & 401K Changes Happening in 2025

09:26

4th Quarter Financial Checklist for Retirees

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How The Shoebox Rule For Your HSA Can Help Your Social Security

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3 Reasons to Do a Mega Backdoor Roth

45:58

401k Strategies for Early, Mid, and Late in Your Career

06:17

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Strategies to Beat the Social Security Tax Trap

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The Difference Between Rich and Wealthy

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Turning After-Tax 401k Contributions Into Roth IRAs

09:21

Daily, Weekly, & Monthly Financial Habits to Build Wealth

46:47

Pre and Post-Retirement Tax Strategies

09:17

Starting Social Security? 3 Vital Things You Need to Know

08:39

Surprising Consequence From Capital Gain Distributions

09:09

How to Maximize Interest After Fed Rate Cut

08:38

Can You Use a Qualified Charitable Distribution with a Donor-Advised Fund?

09:33

When to Refinance Your Mortgage

44:08

6 Myths About Retirement

10:25

Hidden Benefits of the Backdoor Roth IRA

12:36

3 Advanced Life Insurance Strategies

10:33

Inheritance Tax Tips: 3 Strategies to Keep More of Your Wealth

10:27

Get on the Right Track for Retirement With These Habits

10:22

Why Your Job's Life Insurance Might Be a BAD DEAL

51:18

5 Avoidable 529 Plan Mistakes

10:15

How to Boost Your Wealth in Your Last Years Before Retirement

10:35

How to Protect Your Wealth From Economic Uncertainty

08:56

Is Your Life Insurance Up to Date? 3 Steps to Ensure You're Covered!

10:05

How a Financial Advisor Manages Risk

10:01

Is the Risk of a Recession Rising?

45:09

How to Invest When Heading Into Retirement

10:13

Avoid These Common 401k Pitfalls

07:25

The Surprising Exception to the 10-Year Rule for Inherited IRAs

10:04

Should You Ever Do Pre-Tax Contributions?

08:59

Benefits of a Roth Conversion Ladder

09:41

Should You Avoid the Stock Market in September?

47:19

Backdoor Roth IRA vs Mega Backdoor Roth IRA - Which Is Best for Your Retirement?

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4 Fall Tax Planning Actions for Better Returns

08:32

3 Ways to Use Your HSA

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3 Unexpected Times to Fund Your Roth IRA & Build Future Wealth

08:20

Low-Risk Roth IRA Investment

45:21

Inherited IRAs and the 10-Year Rule: Key Strategies for Your Finances

08:09

The Hidden Dangers of Multiple Retirement Accounts

10:50

5 Life Changes You MUST Share with Your Insurance Agent for Better Coverage

08:54

55 With $1.2m in My 401k - Should I Switch to Roth?

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Roth 401K Match Workaround

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3 Controversial Retirement Myths

47:11

Why You Need a Comprehensive Approach to Your Finances

09:16

Problems With Tax on Unrealized Capital Gains

09:31

3 Problems With Too Much Investment Risk in Retirement

11:32

Avoid These Common Tax Issues in Retirement

11:22

Season 9 Blooper Reel

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5 Frustrating Facts About IRMAA

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Downsizing in Retirement? 3 Things You Must Know

47:53

How Your Views Influence Your Financial Success

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The Risk of Waiting to Draw Social Security

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Do You Need A Trust?

09:31

RMD and Roth Conversion Strategy in Retirement

09:29

Which Political Party Is Better for Stocks?

10:23

Is Auto-Enrollment Good for Your 401k?