Everyone has to pay taxes, but not everyone knows how to minimize their tax bill. Tune in to learn about the 5 steps everyone needs to take each and every year to lower their lifetime taxes.
Where do you sit on the scale of financial dependence? Tune in to learn about stewardship, generosity, faith, contentment, and wisdom with a biblical perspective and how these concepts lead to 5 important decisions everyone needs to make about their finances.
Finances often cause a lot of friction in relationships. Tune in to learn about how couples can decide on their overall financial goal by thinking about their short-term and long-term goals.
Out with the old and in with the new! There’s a new Secure Act, the Secure Act 2.0, that brings changes to tax and retirement plans for those aged 50 and above. Tune in to learn about the changes in the Secure Act 2.0 and how they affect those nearing retirement and those who are already retired.
Are you new to investing? Tune in to learn the questions you need to ask to invest successfully.
Are you in need of a financial advisor, but don’t know where to start looking or what you should be looking for? Tune in to learn about where you can start looking and what you should look for when you want to hire a financial advisor.
Even though we’ve seen a huge amount of volatility in the prices of bonds, they can still be a consistent source of income. Tune in to learn about bonds, their benefits compared to stocks, and the different types of bonds to look forward to in 2023.
If you have kids anywhere between the ages of 16 and 26, now is the time to teach them how to be financial grownups. Tune in to learn about how important it is to listen to adult kids and their goals, and to be a partner with them, rather than a helicopter parent.
Who wouldn’t want to thrive in retirement? Tune in to learn about how retirement is the time to renew yourself, what renewalment means and looks like, how to refocus and repurpose yourself to make retirement the best years of your life, and when the right time to do so is.
Who doesn’t want to lower their taxes? Tune in to learn about 3 ways everyone can cut down on their taxes.
Insurance can be confusing. We’re here to help you understand a little bit more about choosing the right insurance policy for you, and how you can make sure you make the right decision. Tune in to learn about fee-only insurance actuaries, what they do, and what you should think about before making one-time lifelong decisions about your insurance.
When the stock market crashes, we need to stay sane and invest with a strategy, but it’s easier said than done. Tune in to learn about why it’s important to keep your cool when the stock market dips, and some investment strategies to help you do so.
It’s never to early to start planning for retirement, and that includes what to do later down the line as retirement nears. Today, let’s talk about what we should do 5 years before we retire. Tune in to learn about a handful of important takeaways from two of Emily Guy Birken’s books about what to do when preparing for retirement.
Retirement planning can seem intimidating for many people. We’re here to simplify it for you today with Michael Lynch, the author of It’s All About The Income: The Simple System For A Big Retirement. Tune in to learn about how Michael’s past experiences working as a journalist led him to become a financial advisor, and about the simple system he created to help people plan for retirement.
Are you insured by Medicare? Medicare is estimated to cover around 14% of the population of the USA and is one of the largest payers for health care. Tune in to learn about how the inflation reduction act affects Medicare insurance, and what to check Medicare insurance plans for annually.
So many people selflessly dedicate their lives toward serving the country and its people. Thank you to all veterans for your service. We salute you! Tune in to the Veterans Day special to learn about Dale Kooyenga’s life journey as a veteran and a politician, as well as what you can do to honor the veterans in your life.
There are many ways we could improve our politics, but where do we begin? Tune in to learn about how gerrymandering is the root problem, how unionization affects our political representation, and the problems with our current left vs. right thinking when it comes to elections.
We’re fixing America’s current Social Security problems with a fresh approach from Dr. Laurence Kotlikoff. Tune in to learn about Dr. Kotlikoff’s proposed solution with a breakdown and explanation of how various aspects like retirement age, life expectancy, and taxes all have a significant role in his approach.
It’s safe to say everyone thinks America’s tax system needs some adjusting, but where should we begin? Tune in to learn about how inflation causes Americans to pay more in taxes, why taxing consumption instead of income could be the solution, and the debate about how much tax is too much tax.
If you don’t know where to begin your retirement planning, you’re not alone. That’s why we have created a simple process to help you achieve your ideal retirement. Tune in to learn about our 5-step retirement income plan, where each step is designed to help you solve a crucial piece of your retirement puzzle.
As interest rates continue to be low, it can be difficult to cope with inflation. This can lead to a negative real return net of inflation, with your money losing value every day! Don’t worry. Your search for greater interest rates ends here. Today, we’ll introduce you to a less-known government security that can help you cope with inflation with minimal risk: the U.S. Series I Savings Bond (I Bond).
Did you know that America has some of the best quality healthcare in the world? It’s a shame many Americans can’t afford it. Tune in to learn about why the healthcare industry is the way that it is today and explores how it has the potential to become affordable for Americans with a change to the system.
One of the biggest risks to your retirement is YOU. When you let emotions get the better of you and make irrational financial decisions, you can easily derail your own retirement plan. Tune in to learn about the importance of behavioral finance and how to make rational money decisions.
The interest rate for US series I savings Bonds will reset soon. Tune in to learn about when the current interest rate will reset, when it will be too late to buy I Bonds, and when we can project the interest rate for November 2022.
No matter how much we try to predict inflation, it’s just not possible. The best we can do is prepare for it. Tune in to learn about the latest inflation trends and why it’s better to prepare for the possible outcomes than it is to attempt to predict future rates of inflation.
Estimating how long you and your partner will live in retirement is crucial to planning your retirement, but many people don’t know how to estimate their longevity accurately. Tune in to learn about the most common mistakes when planning for longevity, and a resource and 3-step action plan for how to plan more accurately.
Do you plan to claim your pension soon? Make sure you consider all your available options before making the irrevocable decision. Tune in to learn about a one lump sum payment vs a monthly annuity pension plan and how you can calculate which one makes more sense for you financially.
For centuries, economists have worked toward solving personal financial problems of households. But how exactly can the concepts of economics be applied to financial planning? Find out in this episode as Jeremy Keil speaks with Dr. Laurence Kotlikoff, professor of economics at Boston University, about the benefits of economic-based financial planning.
Retirement planning can be stressful. From bloated retirement plans to focussing on retirement from a crisis standpoint, it can be difficult to actually enjoy your retirement. Tune in to learn about the importance of an agile retirement plan approach and accepting uncertainty as a healthy part of retirement to reduce retirement planning stress and encourage your ability to enjoy your retirement.
Growth is a continuous process in life. Even as you approach retirement, you can continue to grow by building greater connections, advancing your career, and striving for financial resilience. Tune in to hear Lisa L. Baker, a personal and executive coach, share her proprietary G.R.O.W. process and tips to excel in three critical areas of your life.
