Broker Check

2023 Podcasts

January

1/23/23 - Investing Over Time

Listen Here

1/30/23 - Secure Act 2.0

Listen Here

February

2/6/23 - Update

Listen Here

2/13/23 - Secure Act 2.0 Part 2

Listen Here

2/20/23 - Changes in Investing

Listen Here

2/27/23 - Social Security

Listen Here

March

3/6/23 - Revised Tag

Listen Here

3/13/23 - Retirement and Social Security

Listen Here

3/20/23 - Misconceptions

Listen Here

3/27/23 - Is Investing a Good Idea Right Now?

Listen Here

April

4/3/23 - Retirement Pitfalls Pt. 1

Listen Here

4/10/23 - Retirement Pitfalls Pt. 2

Listen Here

4/17/23 - Retirement Pitfalls Pt. 3

Listen Here

4/24/23 - Retirement and Taxes Part A

Listen Here

May

5/1/23 - Retirement and Taxes Part B

Listen Here

5/8/23 - Taxes Deep Dive

Listen Here

5/15/23 - Retirement and Healthcare

Learn more

5/22/23 - Retirement and Healthcare 2

Listen Here

5/29/23 - Helping Adult Children 1

Listen Here

June

6/5/23 - Helping Adult Children 2

Listen Here

6/12/23 - Helping Adult Children 3

Listen Here

6/19/23 - Tying It All Together

Listen Here

6/26/23 - Retirement Pitfalls Conclusion

Listen Here

July

7/3/23 - The Lottery

Listen Here

7/10/23 - How to Begin Saving

Listen Here

7/17, 2023 - Starting to Invest

Listen Here

7/24, 2023 - Long Term Investing

Listen Here

7/31/23 - Investing for the Future

Listen Here

August

8/7/23 - What Does an Ideal Portfolio Look Like?

Listen Here

8/21/23 - Bonds

Listen Here

8/28/23 - ETFs

Listen Here

September

9/4/23 - Risk Tolerance

Listen Here

9/11/23 - Reevaluating Your Portfolio

Listen Here

9/18/23 - Talking with Your Advisor

Listen Here

October

10/2/23 - Things you Can Control


Listen Here

10/9/23 -  Credit Cards


Listen Here

10/16/23 - Budgets


Listen Here

10/23/23 - Savings and Emergencies


Listen Here

10/30/23 - Recut- ROTH IRAs Part 1


Listen Here

November

11/6/23 - ROTH IRAs Part 2


Listen Here

11/20/23 - Worst Financial Advice 1


Listen Here

11/27/23 - Worst Financial Advice 2


Listen Here

December

12/4/23 - Worst Financial Advice 3


Listen Here

12/11/23 - Philosophy of Finances


Listen Here

12/18/23 - The Phases of Retirement


Listen Here

12/25/23 - Opinions


Listen Here