Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the "Conta ...
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Hsa Podcasts
Healthcare is not Health Insurance. Knowing the difference can save you money and frustration. Scott W. Dowling provides 30 years of knowledge and experience to offer individuals, employees and employers the education and information that they need in order to lower the amount of money spent on health insurance while keeping themselves and their families 100% covered. Scott happily answers all of your questions in a straightforward and easy to understand way.
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Podcast-Eligible is a staying-healthy and saving-money with an FSA or HSA podcast brought to you by FSAstore.com and HSAstore.com. With the largest selection of guaranteed FSA- and HSA-eligible products, intuitive educational resources and more, the two e-commerce platforms are streamlining the intersection of healthcare accounts, technology, and personal finance.
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Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
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Canadian Union Podcast for Employees'
Scott Cush - City of Calgary Employee/CUPE 37 Past Executive
5
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A podcast mostly about CUPE Local 37 members information. A Calgary Local representing Outside workers for the City of Calgary. We will also talk about Provincial, National, Labour Congress, and other union topics.
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Why is personal finance so complicated? The internet is flooded with personal finance "experts" sharing short-sighted, error-prone advice. But long-term financial success requires thoughtful, patient, and well-researched strategies. Hosted by Jesse Cramer, a former aerospace engineer turned fiduciary financial advisor in Rochester, NY, Personal Finance for Long-Term Investors simplifies complex financial topics. With relatable stories, in-depth research, and practical tips, Jesse helps you m ...
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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
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The Your Financial Pharmacist Podcast is designed to empower pharmacy professionals to take control of their personal finances. Disclaimer: The information on this website is provided to you for your informational purposes only and is not intended to provide, and should not be relied on for, investment or any other advice. For more information, visit https://yourfinancialpharmacist.com/disclaimer
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Navigating the healthcare system can be overwhelming—Take Care is here to change that. Hosted by healthcare leader and industry expert Melody Mulaik, this podcast breaks down the complexities of healthcare so you can be empowered, informed, and in control. Whether you're managing your own care or supporting someone else, each episode delivers clear, practical insights to help you take care of what matters most. Subscribe wherever you listen to podcasts, and join us in making healthcare less ...
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The Personal Finance Club Show makes personal finance and investing simple and fun. Each episode unpacks real-world money questions, viral financial claims, and major news headlines in clear, bite-sized pieces. Whether you're decoding your 401(k), getting started with index funds, or wondering if that viral TikTok money hack actually holds up, this show has you covered. Hosts Jeremy Schneider and Jenn Mundia, will share practical advice, straightforward investing tips, and go on an occasiona ...
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Docs Outside the Box is a fusion of money, medicine, and pop culture. After paying off $662,000 in student loan debt, quitting their jobs, and launching 3 businesses, husband and wife, Drs. Nii and Renée Darko, have a lot to say about earning, saving, and investing your way to the lifestyle you’ve always wanted. These two docs parley about personal finance, careers, and the real world. Tune in for the gems. 💎 Stay for the laughs .😂 Welcome to medicine’s new media!
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Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). "Best Retirement Podcast With Humor" (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions a ...
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NFP introduces the Insights from the Experts podcast series. Each episode will showcase timely perspective from members of the NFP community, delivering information, analysis and solutions that address our clients’ most significant challenges. You can find archived episodes of Innovation Conversations at https://soundcloud.com/user-939810789.
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Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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The RetireCoast Podcast gives you practical, easy-to-use guidance on retirement planning, real estate decisions, smart budgeting, investing, and building a second-act business. Each episode breaks down the topics that matter most as you plan your next chapter, including: Retirement lifestyle planning Real estate insights for buyers, sellers, and investors Creating income in retirement Starting and growing a business after retirement Personal finance, taxes, and long-term budgeting Travel, co ...
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A concise, straight talk show focused on retirement planning issues that'll get you the information you need to have a comfortable and fulfilling retirement.
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CLEARly Beneficial Podcast: Where We Rip Off the Band-aid and Explore What's Next Welcome to the CLEARly Beneficial podcast - the show where we rip off the band-aid on healthcare and explore the future of benefits with the people driving innovation in our industry. Host Vinny Catalano brings over 20 years of health insurance brokerage expertise to conversations that get to the real story. You'll discover what actually works, what doesn't, and what's coming next from the innovators brave enou ...
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DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!, Bleav
139843
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself. Disclosures The DIY Money podcast and related content including our website, social media, educational tools, and any published materials are intended for general informational and educational purposes only. They do not constitute financial, legal, tax, or accounting advice. Listeners and viewers should not act on any information provided without first consulting a qualified professional who is familiar ...
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The Directed IRA Podcast, hosted by attorneys Mat Sorensen and Mark J. Kohler, is the leading source for investors navigating the world of self-directed IRAs and 401(k)s. As co-founders of Directed IRA & Directed Trust Company (directedira.com), Mat and Mark have helped thousands of clients invest in alternative assets using tax-advantaged retirement accounts. Episodes cover topics related to self-directing retirement accounts, such as Roth IRAs, Solo 401(k)s, real estate, private equity and ...
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Go Un-Pro with Dr. Brent W. Laartz, MD FIDSA: Living an Unprocessed Life for Longevity and Healthspan Have you ever known that something is SO good for you that you just can't wait, but life gets in front of you and prevents you from doing it? The inaction and procrastination could occur for a variety of reasons, and we will delve into my motivations and affirmations of a healthy life from this day forward. I am starting this series of videos and articles so that I can be accountable to myse ...
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Do you ever feel like there's this secret language of money you can't speak? Or that financial security is only understood and enjoyed by those who come from money, or work as bankers, brokers, analysts, and accountants? Moneysplained is a personal finance podcast that breaks down those barriers and fills in the education gaps for people afraid of admitting what they don't know about money.
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Welcome to the show where we talk about life, love, faith, and finance! I love being inquisitive and I love searching deeper to find out what I really think on things. I figured, if I'm thinking through life, why not share those thoughts with the world! Join me every week and see what I'm thinking on next!
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SMALL BUSINESS FINANCE – Your Guide to Business Tax Planning & CPA Tax Advice
Tiffany Phillips, CPA & Small Business Tax Strategist
1322
Stop Overpaying Taxes by $50K-$100K+ Every Year | The #1 Podcast for Women Entrepreneurs & Business Couples Who Want to Keep More of Their Hard-Earned Money Are you a successful woman entrepreneur or part of a husband-wife business team tired of watching 30-50% of your profits disappear to taxes? Fed up with CPAs who act more like tax preparers than strategic partners? Ready to discover the same tax strategies that save my clients an average of $97,398 annually? You’ve found your financial f ...
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Amanda Rocha is an estate planning and probate attorney in California. The podcast discusses common questions in these areas as well as key tips. You can expect topics on wills, trusts, conservatorships, probate, asset management, guardianships, financial tips, and more.
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Tune in for thought-provoking conversations with smart, creative thinkers in the fields of benefits, economics, government, demography and more. This show is brought to you by the American Benefits Council, a Washington D.C. trade association that advocates for employers, connecting public policy and private-sector solutions to shape employee benefits for the evolving global workforce.
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Welcome to the Our Rich Journey Podcast! A question and answer based podcast, the Our Rich Journey Podcast takes a couple (Amon & Christina) who retired before the age of 40 and has them answer all of your early retirement, investing money, saving money, and making money questions. With over 600,000 followers on their Youtube channel, Amon & Christina are changing the way you think about money!
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Welcome to CoastFI Couple, where love and financial independence meet! Join Matt and Yana as they candidly share their journey to CoastFI, exploring how open, healthy communication about money can strengthen partnerships and marriages. Whether you’re just starting your Financial Independence journey or already on your way, this podcast offers practical strategies, insightful interviews with couples and thought leaders, and plenty of fun. Perfect for anyone curious about FI or wanting to impr ...
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Bob Seng, J.D. and the other experts at Benefit Comply, LLC discuss the most pressing regulatory issues affecting employers who sponsor employee benefits. Become a Benefit Comply client to receive these podcasts sooner and have access to robust show notes and other compliance resources.Bob Seng J.D. is a Principal and Senior Compliance Consultant for Benefit Comply, LLC. An ERISA and employee benefits lawyer with 25 years of experience, he was formerly a partner with Dorsey & Whitney in Minn ...
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Change Agents are at the forefront of reshaping the ever-evolving world, harnessing the power of AI to revolutionize organizations and industries. They are leveraging cutting-edge technologies to drive meaningful change and inspire others to do the same. Immerse yourself in their captivating narratives, as they share their stories firsthand on the Change Agent CTO Podcast. Hosting these insightful conversations is Nathan Lasnoski, the CTO of Concurrency. As a dynamic professional services fi ...
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This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
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This is Wealth Builders presented by StatonWalsh. A show designed to pull back the curtain of the financial industry and bring true transparency to the forefront of conversation. On the show we cover topics like financial education, current events, and interview business leaders and industry experts with the ultimate goal of helping listeners discover their own path to financial independence.This podcast is for informational purposes only. Although the information has been gathered from sour ...
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Are you tired of feeling lost when it comes to managing your finances and achieving your financial goals? Are you ready to take control of your financial future and start building or accellerating wealth? If so, you won't want to miss my podcast Let's Talk Money hosted by me, Stephen Libman. For nearly 20 years I’ve helped people shatter their illusions about money to break its hold on them allowing for tremendous financial growth. On the show, I’ll discuss the most common money mistakes and ...
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Quint and Allie talk about what an HSA is and how best to invest it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.comfor information about our collection and use of personal data foradvertising.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Social Security, IRMAA, ACA Planning, IRA to HSA Transfer, Annuities: Q&A #2552
1:11:51
1:11:51
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Jim and Chris discuss listener emails on Social Security filing timing and online claiming language, a listener PSA on IRMAA and the online SSA-44, ACA income planning before Medicare, an IRA to HSA transfer, and annuity income needs. (6:45) The guys address how to word an online Social Security application so the first check is paid for a specific…
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319 \\ How to Turn an HSA Into $240K Tax-Free (Most People Miss This)
11:28
11:28
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Most people think HSAs are just for doctor bills, but the new 2026 law changed everything. In this episode, you’ll learn how the updated HSA rules can help you save more money, pay less tax, and build real long-term wealth. We walk through the new contribution limits, smart strategies to grow your HSA, and how business owners can use these rules fo…
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Tax Brackets, HSA Millionaires, and Real vs. Fake Christmas Trees | Ep 14
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How do tax brackets work? Can an HSA hack make you a millionaire? And will buying real Christmas trees leave you broke? We're about to tell you!By Jeremy Schneider and Jenn Mundia
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Coordinating Tax-Advantaged Retirement Accounts: 401(k)s, IRAs, Roth, and HSA
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click here: Leave a text, tell us what you liked This guide from RetireCoast focuses on providing a comprehensive and evergreen strategy for utilising multiple tax-advantaged retirement accounts, including 401(k)s, Traditional and Roth IRAs, and Health Savings Accounts (HSAs). We explain that successful retirement planning relies on coordinating th…
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Wale’s New Album “Everything Is A Lot” + HSA Deadline #474 Part 2
16:51
16:51
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SEND US A TEXT MESSAGE!!! Let Drs. Nii & Renee know what you think about the show! In this episode, we’re diving deep into: 1. Wale’s new album. Is it worth playing in the OR? A quick, fun review: focus, vibe, and OR compatibility. 2. HSA Deadline Reminder. LAST MONTH to contribute We’re making ours… are you? If you’re a med student, resident, or a…
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Dying With an HSA, Mystery Mortgage Math, & Should DIY Investors Hire a Planner? | AMA #11 - E124
50:11
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On Jesse's 11th "Ask Me Anything" episode, he unpacks four questions that sit at the center of real-life financial decision-making. He starts with a grounded look at the 15-year vs. 30-year mortgage debate, cutting through rules of thumb to show how interest rates, liquidity, cash-flow, and even your personal comfort with debt shape the right choic…
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A growing trend is emerging where a Health Savings Account (HSA) is treated not as spending money, but instead as a "Super IRA" for retirement. Could this be the right call for you? Today's Stocks & Topics: Vertiv Holdings Co (VRT), Marker Wrap, Platinum Group Metals Ltd. (PLG), “The "6-Figure HSA" Retirement Strategy”, Liquidity, Leidos Holdings, …
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321 \\ Why Your Depreciation Write-Offs Could Cost You Thousands Later
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13:32
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Depreciation is a great tax deduction, but most business owners don’t know it can create a big surprise tax bill later. In this episode, you’ll learn what depreciation recapture is, why it happens, and how it can take a big chunk of your profit when you sell property or equipment. We break down how the IRS taxes different types of assets, how cost …
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12.29.25 Save On Ride Share Services / Up In ARMs - The Adjustable-Rate Mortgage
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Two days from now will be a busy night for Uber and Lyft. Know how to find the best deal when you need a ride. Also today, risky mortgages are becoming popular again. Get Clark’s best advice for buying or refinancing a home. Save On Ride Services: Segment 1 Ask Clark: Segment 2 Risky Home Loan Resurgence: Segment 3 Ask Clark: Segment 4 Mentioned on…
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Given that I'm a natural worrier, I need somebody to tell me if I have enough saved to slow down. Have a money question? Email us here…
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What is going on with the UCP? Separate question. What is going on with Recalls?
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My take on the Alberta politics. Wow.By Scott Cush
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Luke Guerrero examines the risks facing corporate bond markets as a trillion-dollar wave of low-interest debt matures in 2026, forcing companies to refinance at much higher rates. Today's Stocks & Topics: RLI – RLI Corp, CALM - Cal-Maine Foods, Inc, BTU - Peabody Energy Corp, WY - Weyerhaeuser Co, LYV - Live Nation Entertainment Inc, BR - Broadridg…
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Women at War 1776: Indispensable Contributions of Women to Win the Revolutionary War
35:08
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click here: Leave a text, tell us what you liked This article highlights the indispensable contributions of women during the American Revolution, challenging historical myths that once dismissed them as mere observers. Through the stories of figures like Margaret Corbin and Sarah Osborn, the source illustrates how women provided vital logistical su…
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320 \\ The IRS Crackdown Is Here: Are You Accidentally Triggering an Audit?
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The IRS is getting tougher, and audits are rising. But most business owners don’t understand what the IRS looks for, what real tax fraud is, or how to protect themselves. In this episode, you’ll learn the clear difference between a simple mistake and intentional fraud. You’ll also hear how the new 2026 tax rules will bring more audits, more trackin…
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Quint and Logan talk through this junior question about where to invest and what options to consider. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.comfor information about our collection and use of personal data foradvertising.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Given that I've earned very little in 2025, I’m wondering if this gives me a unique opportunity to do a Roth conversion? Have a money question? Email us here…
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In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: Bonds, Portfolio Management, Credit Card Debt, Real Estate Co-Op, Investing for Kid’s Future, Current Bond Market, Investing in Morocco, Value Stock, Dif…
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The Trump Kids Account, Retiring on 24, and Coffee = House? | Ep 15
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What's the deal with this $1,000 Trump account? Can you trade in your coffee for a new house? And should you be touching Jeremy in the airport? Yes, you should. Let's get into it.By Jeremy Schneider and Jenn Mundia
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Happy Holidays from Jill and Mark!!! Whatever it is you're doing, we hope you have a good one! Have a money question? Email us here…
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The 2025 InvestTalk Holiday Special is Here!
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In this inaugural InvestTalk holiday special, Justin and Luke wrap up the year by gift-wrapping the market's toughest lessons and checking their list of "naughty or nice" investor behaviors to see who’s set for success. From crowning the listener call of the year to peering into the crystal ball for 2026 market predictions, this episode is a festiv…
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Quint and Allie talk about TRADITIONS and great last minute gift ideas. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.comfor information about our collection and use of personal data foradvertising.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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I'm only 49 but I work at a high demand tech job and would like to retire. Is this a possibility? Have a money question? Email us here…
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Cash Balance Plans Explained: EDU #2552
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Chris’s Summary Jim and I are joined by Steve Sansone as we discuss cash balance plans and explain how they function as hybrid defined benefit plans that present as account-based arrangements. We cover who these plans are designed for, including high-income business owners and professional groups, how age and employee demographics affect feasibilit…
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Jesse's Ghosts of Financial Past, Present, and Future | E125
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In this Christmas episode, Jesse steps back from year-end checklists and market noise to tell a more personal story—one shaped by the "ghosts" of his financial past, present, and future. He begins with the early experiences that formed his relationship with money: a summer concession stand that taught him pricing, customer focus, and the power of s…
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Pre-Positioning for the “January Effect” (Small Caps)
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Due to year-end tax selling, small-cap stocks have historically outperformed in January and we will explain why the January Effect happens and highlight specific small-cap ETFs investors might want to consider buying before the calendar flips. Today's Stocks & Topics: Bristol-Myers Squibb Company (BMY), Market Wrap, Investible Assets, “Pre-Position…
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Retirement Finances Whether You're Married, Separated, or Single - 561
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Financially speaking, should Old Bear in Northern Kentucky marry his Honey? How should Sebastian in Virginia navigate the financial aspects of his separation? Plus, Famous Missourians want to know, how much is enough for retirement and when can you take your foot off the gas? Can Paul with the Big Wallet Bridge the long gap between retiring and cla…
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The Secret to Affordable Healthcare & Will Mortgage Rates Go to 5% Soon?Wes Moss reveals a critical, little-known healthcare secret that can save early retirees, job-leavers, and other Americans thousands of dollars a month on medical coverage before age 65. Hear the incredible story of Rebecca, who thought she was stuck paying $2,500/month for COB…
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Maximize Our Assets and Optimize Our Taxes
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We're looking for some guidance on developing a financial plan that will help us maximize our assets and optimize our taxes as we prepare for retirement. Have a money question? Email us here…
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Active Management's Edge in Fixed Income Passive bond funds are broken, and we expose why the current high-yield, high-volatility market is proving that active managers offer better risk mitigation and a measurable edge. Today's Stocks & Topics: Xylem Inc. (XYL), Market Wrap, Jacobs Solutions Inc. (J), AECOM (ACM), WEC Energy Group, Inc. (WEC), HP …
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318 \\ Why Your “Generosity” Could Trigger a Massive Tax Bill for Your Kids
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Many business owners want to help their kids, but some moves can backfire. In this episode, you’ll learn why giving your home to your children while you’re still alive can cause huge tax problems. You’ll hear real stories from women entrepreneurs who meant well but ended up creating big tax bills for their families. We break down how the step-up in…
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12.22.25 Avoid Fraud 2 Ways / The Outlook On Gas Prices
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Criminals are working overtime to separate you from your money this holiday. Today, hear about the fake online merchant reps ripping people off - and why you should discontinue a common ecommerce practice permanently. Also, Clark updates where we are with gas prices and the factors influencing what you pay at the pump. Fraud Alerts: Segment 1 Ask C…
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Logan and Quint dive into a whether or not a Roth IRA is a good option for your financial plan. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.comfor information about our collection and use of personal data foradvertising.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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I am 60 and plan to retire at 62. With a pension and a rental part of the equation, can I make it happen? Have a money question? Email us here…
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Social Security, RMDs, Money Market Earnings, QLACs: Q&A #2551
1:26:49
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Jim and Chris discuss listener emails on Social Security spousal eligibility and claiming coordination, a listener PSA on Social Security proof of marriage requirements, RMD planning while still working, money market earnings in brokerage accounts, and using QLACs for long-term care planning. (16:15) Georgette asks whether the repeal of WEP and GPO…
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De-Dollarization: Risks of the Weaponized Dollar
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Is the dollar's global dominance ending? We break down the real risks of de-dollarization and how geopolitical sanctions could punish your US-heavy portfolio. Today's Stocks & Topics: Trane Technologies plc (TT), NIKE, Inc. “Water Scarcity: The $3.4 Trillion Infrastructure Gap “, (NKE), KPP Newsletter, Farmland Partners Inc. (FPI), Consumer Price I…
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317 \\ How Investors Turn Lawsuits, Travel, and Kids Into Massive Tax Deductions (Investors Secrets Series: Part 2)
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In this episode, you’ll learn the advanced tax strategies that real estate investors use to save big money every year. We break down how legal fees, travel costs, insurance, and even family payroll can turn into real tax savings. You’ll hear real examples that show how simple money decisions can protect your rental properties and lower your tax bil…
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12.19.25 Clark Answers His Critics on Clark Stinks / For Christmas Procrastinators
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Friday - Clark Stinks day! Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. Also in today’s episode: What if you still haven't completed your holiday shopping? Will you have to pay more this close to Christmas? Yes AND No. Clark Stinks: Segments 1 & 2 11th Hour Retail Strategy: Segment 3 Ask Clark: Segment 4 Ment…
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Quint and Allie talk about setting goals for 2026. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.comfor information about our collection and use of personal data foradvertising.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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Should I convert my traditional IRA to a Roth by maxing out our current tax bracket, or the next bracket, prior to required minimum distributions? Have a money question? Email us here…
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Water Scarcity: The $3.4 Trillion Infrastructure Gap
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We will reveal how to profit from the necessary modernization of America's aging water systems and fight the structural problem of scarcity. Today's Stocks & Topics: The Magnum Ice Cream Company N.V. (MICC), Market Wrap, Thematic ETFs, “Water Scarcity: The $3.4 Trillion Infrastructure Gap”, Coupang, Inc. (CPNG), The Stock Market and 401k, Financial…
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Year-End Retirement Account Strategies (Webinar)
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To learn more on year-end retirement account strategies read our new article: https://directedira.com/year-end-retirement-account-strategies/?utm_source_youtube_socialmedia&utm_year_end_strategies_webinar Year-end is one of the most important windows for retirement planning. Some moves must be completed by December 31, while others can wait until t…
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YFP 431: 10 Financial Moves to Make Before 2026
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Tim Ulbrich, PharmD covers 10 practical year-end financial moves to reduce tax burden, build clarity, and start 2026 with confidence—plus a bonus step most people overlook. Episode Summary As 2025 winds down, it's tempting to push financial decisions into January. But some of the most impactful moves you can make happen before the calendar turns. I…
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If I walk away from my job at the end of June 2026, and never earn another dollar, will our long-term retirement plan be impacted? Have a money question? Email us here…
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Lets talk about the uniform clauses.By Scott Cush
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CRE Distress: Where Are the Opportunities?
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Commercial real estate is hitting rock bottom. We will explain how to buy discounted distressed debt without owning a single office building. Today's Stocks & Topics: CF Industries Holdings, Inc. (CF), Market Wrap, Safe Route to Invest, Carrier Global Corporation (CARR), “CRE Distress: Where Are the Opportunities?”, IPOs, Waymo or Tesla, Axcelis Te…
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316 \\ 4 Rental Property Tax Deductions: Tax Secrets Saving Investors $50K+ a Year (Investors Secrets Series: Part 1)
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This episode breaks down the four biggest tax deductions that help rental property owners save real money fast. You’ll learn how depreciation, repairs, mortgage interest, and a home office can create major tax savings and boost your cash flow. We walk through simple tax strategies that many CPAs skip, and you’ll understand how these deductions supp…
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12.17.25 Household $ Saving Tips / Housing: Buying Vs Renting
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How far are you willing to go to save money? We asked our Clarkies to share their best tips and you sure represented! Today we share our Clark Daily Newsletter survey results on the topic of frugality. Also - is home ownership still the American dream? It’s complicated. Clark discusses the decision factors involved in the largest purchase we ever m…
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Logan and Quint explain a term that is thrown around all the time. They explain what market cap is and why it matters for your portfolio. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.comfor information about our collection and use of personal data foradvertising.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
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I'm 60 years old and thinking about retirement in 2027, is it doable given my circumstances? Have a money question? Email us here…
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