Smart Money Questions
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Life Insurance at Every Age: Conversion Options, Cash Value & Care Costs
13 mins; April 01, 2026
Roth vs. Pre‑Tax 401(k) in Your 50s & 60s: How to Maximize Retirement Income
20 mins; February 19, 2026
Smart Investment Moves Heading Into 2026
18 mins; January 29, 2026
Personal Estate Planning Stories: What Your Heirs Will Actually Face
20 mins; December 18, 2025
The Smart 2025 Year-End Money Review
16 mins; November 20, 2025
The Hidden Power of Tax Diversification
16 mins; October 16, 2025
How Much Should I Be Saving?
24 mins; September 11, 2025
What Are You Saving For?
18 mins; August 21, 2025
Tax Changes, Roth Moves & Renting in Retirement
20 mins; July 24, 2025
The Big Beautiful Bill: What It Really Means for Your Taxes
13 mins; June 19, 2025
What Should You Actually Do When the Market Drops?
19 mins; May 15, 2025
Smart Strategies for Real Estate and Retirement
18 mins; April 17, 2025
Madness in March: Market Volatility & Tax Season
17 mins; March 20, 2025
Savings Strategies and Tax Refunds
26 mins; February 13, 2025
Where To Invest In 2025
17 mins; January 16, 2025
Setting Financial Planning Goals for 2025
18 mins; December 19, 2024
Looking Ahead Post-Election
21 mins; November 21, 2024
Building The Foundation For Success: A Conversation With Mike Ricci
34 mins; October 16, 2024
All Eyes on Interest Rates This Month
19 mins; September 19, 2024
Taxes, Life Insurance & Legal Documents
20 mins; August 15, 2024
The 2024 Mid-Year Check-Up
25 mins; July 25, 2024
The Sky is Not Falling
16 mins; June 20, 2024
Discussing Investing with a Young Client
20 mins; May 16, 2024
Steps to Take if You’re 5 to 10 Years From Retirement
23 mins; April 25, 2024
Life Insurance Questions and Our New Location
19 mins; March 28, 2024
The Market in Election Years
16 mins; February 22, 2024
What Can We Expect in 2024?
17 mins; January 18, 2024
Small Business Planning and the Purpose of Money
20 mins; December 28, 2023
Putting Your Extra Cash to Work
18 mins; November 30, 2023
What You Need to Know About 2024 Open Enrollment
20 mins; October 26, 2023
What You Missed at Our Educational Event
30 mins; September 20, 2023
Mid-Year Financial Check-Up – Items to Assess
21 mins; August 17, 2023
What We’re Paying Attention to This Summer
18 mins; July 27, 2023
Talking Finances With My 21-Year-Old Daughter
21 mins; June 22, 2023
Bank Failures, Debt Ceiling And The Market
24 mins; May 18, 2023
Paying Off Debt and Relocating
23 mins; April 20, 2023
Traveling Tips and Picking a Bank
32 mins; March 16, 2023
Addressing The Most Pressing Client Retirement Tax Questions From The Past Few Months
23 mins; February 15, 2023
What to Know About SECURE Act 2.0
20 mins; January 12, 2023
Get to Know Robert Khoury, CEO of Agile Rainmakers
30 mins; December 21, 2022
Scenarios for Using Annuities and Life Insurance
18 mins; December 08, 2022
Clarification About Inherited IRAs
18 mins; November 17, 2022
What Tax Changes Are Coming in 2023?
17 mins; October 27, 2022
All About Medicare with Tom Anderson
26 mins; October 13, 2022
Social Security COLA and Timing
13 mins; September 22, 2022
Money Marketing Headlines
13 mins; September 01, 2022
Funding Retirement Accounts with Commissions & Where Else To Invest
17 mins; August 18, 2022
Difference Between W2 and 1099 Workers in Retirement
20 mins; August 04, 2022
Client Money Questions - 401ks, Risk and Rate of Return
17 mins; July 28, 2022
Mid-Year Financial Review Checklist
17 mins; July 14, 2022
What Opportunities Are Available When Markets Are Down?
16 mins; June 16, 2022
Target-Date Funds and Leasing vs. Buying A Car
19 mins; June 02, 2022
Retirement Statistics: How Do You Measure Up?
19 mins; May 19, 2022
Should You Pay Off Debt With a 401k Loan?
15 mins; May 05, 2022
Spending More Money in Retirement Than You Make
13 mins; April 21, 2022
Answering Your Life Insurance and Business Questions
15 mins; April 07, 2022
Murky Areas of Retirement Planning
23 mins; March 31, 2022
How to Prepare Financially for a Child
18 mins; March 10, 2022
How to Prepare Financially for Divorce
15 mins; February 17, 2022
Listener Questions - How to Help Mom, Retiring Early, and More
18 mins; February 03, 2022
2022 Tax Season and Behavioral Finance
19 mins; January 20, 2022
How to Avoid New Identity Theft Tactics
15 mins; January 06, 2022
15 Money Resolutions For 2022
17 mins; December 16, 2021
Piggy Bank Pies and Abundance Mentality
11 mins; December 02, 2021
Taking A Deal Down To The Studs
18 mins; November 18, 2021
Mandates and Forced Retirement: What Questions to Ask
14 mins; November 04, 2021
Q&A About Long-Term Care, Car Leases and Social Security
17 mins; October 21, 2021
Paying off a Mortgage, Emergency Funds and Surviving Spouse
14 mins; October 07, 2021
The Fear of Spending Money in Retirement
15 mins; September 23, 2021
Q&A: Starting a Business and Dave Ramey’s Advice
17 mins; September 09, 2021
What to Know About Accumulation vs Decumulation
24 mins; August 19, 2021
Should I Downsize My House in Retirement?
17 mins; August 05, 2021
Should I Take Half of My Ex’s 401k or the Pension?
18 mins; July 22, 2021
State of Washington’s New Payroll Tax is One to Watch
19 mins; July 08, 2021
What to Know About President Biden’s Tax Proposal
25 mins; June 17, 2021
How to Handle an Unplanned Retirement
22 mins; June 03, 2021
Tough Questions About Family Finances
17 mins; May 20, 2021
The Average Client & What Legal Docs You Must Have
18 mins; May 06, 2021
How Much Money Do I Need to Retire?
23 mins; April 15, 2021
Leaving 401k to My Child
23 mins; April 01, 2021
Should You Take Advice From Financial Gurus?
21 mins; March 18, 2021
Why Business Owners Need an Exit Strategy
22 mins; March 04, 2021
Should You Pay Off Mortgage or Buy Investment Property
23 mins; February 18, 2021
Planning For Long-Term Care Event
24 mins; February 04, 2021
What to Know About Legacy and Estate Planning
21 mins; January 21, 2021
What to Know About the Latest COVID Stimulus Package
21 mins; January 07, 2021
Year-End Financial Planning Tips
28 mins; December 17, 2020
Investment Decisions Going into 2021
26 mins; December 03, 2020
Listener Questions - Reverse Mortgages and Helping a Widowed Parent
22 mins; November 19, 2020
Top Places to Retire and How They Affect You Financially
16 mins; November 05, 2020
An Update on Maggie’s Health and What to Know About Medicare
28 mins; October 15, 2020
Election Worries & Steps to Saving for Retirement
30 mins; October 02, 2020
Update On CARES Act and 401k Fees
28 mins; September 17, 2020
Let’s Talk About Retirement, Market Swings and Election Fears
23 mins; September 03, 2020
Mortgage Expert Lindsey Johnson Discusses PMI and Future of Real Estate
41 mins; August 20, 2020
A Chat With Walter Storholt of Third Wheel Media
38 mins; August 06, 2020
Is It Worth Getting Out of An Annuity With High Fees?
24 mins; July 16, 2020
Mortgage Rates and HSAs
29 mins; July 02, 2020
What To Know About Becoming a Consultant
20 mins; June 17, 2020
Mark Twain, Traditional IRA vs. Roth and Other FAQs
25 mins; June 04, 2020