The word recession gets thrown around in the news all the time, but how do we know if we are really in a recession or not? The National Bureau of Economic Research (NBER) is who can determine whether we are in a recession. The formal label...

As a parent, you teach by example. You should lead by example and encourage your children to pick up habits. In a perfect world, your children should start saving their money between the age of three and five. A great idea is to use three mason jars...

If you must use an annuity, Joe recommends to use a “no-load” annuity because it is a type of retirement investment that charges lower fees. Plus, these annuities are sold by people who are not commission-based brokers as is usually the case....

Today on Consider This BEST OF... We discuss the Coronavirus housing boom, social security windfall issues, charitable considerations, and Roth 401k to IRA conversions.

Join Big Joe and guest co-host Daren Hardest as we discuss complications of 401K withdrawals, putting together a business plan, Trusts & should they be part of an Estate plan as well as Plan B when unexpected things happen.

Today on Consider This Program we discuss the death of deferment, end of year planning, and how to give a speech over Zoom.  Special guest Joel Weldon.

Today on Consider This Program we discuss the Mega Roth, Investing in Gold, 6 amazing wonders of the retirement world, and Financial Superpowers!

Today on Consider This Program we discuss timing social security, how do I know if I have enough money to retire, and charitable gifting strategies.

Today on Consider This BEST OF we rediscover how to set up a business from a tax perspective, saving in your 30s, passive investing, and my life and wishes...

Today on Consider This Program we discuss the death tax exemption, mergers and acquisitions, RMDs, and why you can't hide your retirement from the IRS.