Episodes

12 hours ago

Wednesday Jun 10, 2026
Wednesday Jun 10, 2026
Risk Management: How to Calculate Life Insurance Needs; Long-Term Care - Hybrid Strategies that are AWESOME!

Friday May 29, 2026
Friday May 29, 2026
"Fiduciary" Rule - Why it Matters / Banks vs Broker-Dealers vs Registered Investment Advisors - Difference?

Friday May 22, 2026

Wednesday May 06, 2026
Wednesday May 06, 2026
When to Fire and How to Hire an Advisor/529 Plan to ROTH IRA - Yes!/Market Update

Wednesday Apr 29, 2026

Thursday Apr 23, 2026
Thursday Apr 23, 2026
Toxicity of Social Media/Friends/Others on your $$$ and How To Avoid - Rogue Advisor Costs Investor $200k In Taxes - Market Update

Thursday Apr 16, 2026
Thursday Apr 16, 2026
#1 Need in Retirement - CONTROL! - IRA vs ROTH IRA - Pension Rollovers

Wednesday Apr 08, 2026
Wednesday Apr 08, 2026
Benefits of Financial Planning; Fred, Joe & Pete; The Markets and the War

Thursday Apr 02, 2026


