Dec 15, 2022
Disney World is a fun place, but it can also teach us a lot about financial planning. For instance, you might enjoy riding Space Mountain in the dark, but when it comes to you retirement plan, you don’t want to enter it blindly.
Today we’ll talk about some of the most iconic rides at Disney and how they can relate...
Dec 1, 2022
Many things in the financial world are critical to your future financial success. But not everything is all it’s cracked up to be.
For example, saving money on taxes is wonderful. You don’t want to pay Uncle Sam any more than you have to. But that shouldn’t be the primary advantage of an investment. From rates of...
Nov 17, 2022
Not everyone inherits money, but for those who do, there are some things you need to know. Today we’re answering some common questions we get about this topic.
From tax implications to common mistakes we see people make, we are here to make sure your current or future inheritances go smoothly. We’ll explain what...
Nov 3, 2022
Do you remember the movie, The Karate Kid? Mr. Miyagi was the legendary Karate Kid mentor and famously said, “Wax on. Wax off.”
He helped the karate kid, but his advice can also help you with your finances. Today we’ll take a trip down memory lane and learn about money management at the same time.
What we discuss...
Oct 20, 2022
We’re opening up the mailbag today to answer your questions. We got a lot of good feedback and had some interesting questions come in.
On today’s show, we’ll share whether you should have a budget when you retire and live on a fixed income, whether ETFs are better than mutual funds, and more.
What we discuss in...