Latest Episodes

Thank You – Pause in Episodes
March 06, 2023

First, thank you for listening! I appreciate you listening along. After a year of podcasting, I’ve decided to take a pause. I’m focusing more of my effort on my blog and newsletter going forward until

How to Talk to Adult Kids About Money and Inheritances
February 27, 2023

Ive heard and seen many families make mistakes about inheritances, estate plans, and talking about money. Unfortunately, money is a taboo topic in most families. Lets talk openly about how you can

How to Optimize Social Security Survivor Benefits as a Widow
February 20, 2023

Deciding how to claim Social Security survivor benefits as a widow could be a decision worth hundreds of thousands of dollars. Learning what benefits are available to you and how to optimize them are

Is Long-Term Care Insurance Worth It?
February 13, 2023

How to plan for long-term care and whether to purchase long-term care insurance is a difficult decision.The costs of long-term care is expense. Listen to hear about the different types of long-term c

Tax-Loss Harvesting – Rules and Examples of a Year-Round Strategy
February 06, 2023

Tax-loss harvesting can be a powerful strategy to reduce taxes and defer them. You can hear more about how to do tax-loss harvesting, the benefits, and risks. Learn about examples of where you can use

The Negative Effects of Caregiving
January 30, 2023

Caregiving can come with positive effects, but it often has negative effects. From the emotional, physical, financial, and relationship effects, caregiving impacts many areas of life. Lets talk about

Aging in Place – Costs and Factors to Consider
January 23, 2023

Aging in place is often the default option people think of when they think about where they want to live as they age. For some people, its not the best decision. There are many costs ... Read more

Qualified Charitable Distributions (QCDs) – Tax-Efficient Charitable Giving
January 16, 2023

Qualified charitable distributions (QCDs) are a powerful giving tool to potentially help reduce your adjusted gross income and the amount of tax you pay. For those who are charitably inclined and givi

4 Ways to Help a Widow
January 09, 2023

Many people are unsure how to help a widow. The loss and grief can be uncomfortable. We arent taught what to say or how to help. Listen for 4 ways to help. Ill offer specific ... Read more

Do I Need International Stocks?
January 02, 2023

After a strong decade in US stock market returns, many investors find themselves asking, Do I need international stocks? Lets look at the historical data and why it may be prudent to include intern