Episode 359 - A few weeks ago we took an in-depth look at some of the things wealthy people understand that the rest of us tend to miss. Today, well take a look at the opposite: some financial mistakes that even wealthy people tend to make, and how we ca

Episode 358 - Deciding when to collect Social Security is one of the most important financial decisions youll ever make. Make a mistake there and youll pay for itevery month for the rest of your life. But what if you want to retire early? That doesnt

Episode 357 - Do the ultra-wealthy belong to some secret club that no one else knows about? Of course not. But its safe to say that they do some things differently. And the rest of us could learn a few lessons from what theyve figured out.

Episode 356 - 529 plans are certainly popular these days, and with good reason: high contribution limits and potentially tax-free growth. But theyre not for everyone. Here are four other potential alternatives for funding a college education.

Episode 355 - Business owners selling a business are often worried about capital gains tax. There are several strategies that may help to minimize or avoid capital gains.

Episode 344 - The One Big Beautiful Bill, or OBBB, is now law. The OBBB extended many provisions created in the Tax Cuts and Jobs Act of 2017, or TCJA. Well review and summarize some of the key aspec

Episode 354 - Finding the right life insurance policy can be complicated, and its easy to get confused. Here are ten common mistakes we see people making when they purchase life insurance.

Episode 353 - People might think that health care is cheaper once youre covered by Medicare. Maybe, but the cost of health care in retirement is higher than many people think. A recent study by Fidelity gives us some real numbers.

Episode 352 - Is it possible to save too much for retirement? Some have argued that the answer is yes, but with caveats.

Episode 295 - Is it possible to save too much for retirement? Some have argued that the answer is yes, but with caveats.