Investing

Ep. 25 – The #1 Value Add a Comprehensive Financial Planner Provides For Retirees September 07, 2023 buzzsprout artwork
The Credit Union Advantage – Eps 128 September 05, 2023 buzzsprout artwork
Practical, Time-Efficient Budgeting Strategies for the Busy Individual August 26, 2023 buzzsprout artwork
Stop Living Paycheck to Paycheck: An Introduction to Zero-Based Budgeting August 24, 2023 buzzsprout artwork
Ep. 24 – Self Funding Long-term Care Expenses August 24, 2023 buzzsprout artwork
What’s Real In Business Podcast Episode #28: Be Bold with Erin Lee August 19, 2023 buzzsprout artwork
Martha’s Vineyard: Saving and Smart Travel – Eps 127 August 15, 2023 buzzsprout artwork
Ep. 23 – Using Hybrid Long-term Care to Fund Extended Care Costs in Retirement August 10, 2023 buzzsprout artwork
Exploring 11 Strategies to Earn an Extra $100 a Day August 01, 2023 buzzsprout artwork
Ep. 22 Paying for Extended Care with Traditional Long-term Care Insurance (with Peter Ciravalo and Rodney Mogen) July 27, 2023 buzzsprout artwork
Credit Score 101:Strategies For A Stronger Score -Eps 125 July 18, 2023 buzzsprout artwork
Purpose in Retirement and the Purpose of this Podcast July 13, 2023 buzzsprout artwork
Ep. 21 – Purpose in Retirement and the Purpose of this Podcast July 13, 2023 buzzsprout artwork
Preparation for Student Loan Payment Resumption July 01, 2023 buzzsprout artwork
Ep. 20 – How to Reduce Taxes on your Social Security Income June 29, 2023 buzzsprout artwork
Single and Secure: Empowering Your Finances -Eps 123 June 20, 2023 buzzsprout artwork
More Capital One Drama and My Debt Confession Update for Q2 June 17, 2023 buzzsprout artwork
Ep. 19 – Tax Loss Harvesting to Create Tax Free Retirement Income June 15, 2023 buzzsprout artwork
They Almost Got Me…Capital One Story June 06, 2023 buzzsprout artwork
Ep. 18 How a Roth Conversion Strategy Could Save Our Client Over $427k in Taxes Throughout Retirement May 31, 2023 buzzsprout artwork