Dollars & Common Sense

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113 Folgen

1. The Financial Checklist for the Year You Retire vor 3 Tagen 43:10
2. The Retirement Tax Window: An Opportunity You Don't Want to Miss vor 2 Wochen 42:42
3. The Art and Science of Spending Money vor 1 Monat 42:58
4. The Financial Decisions Couples Do Not Always Agree On vor 2 Monaten 42:44
5. When Can You Stop Worrying About Money? vor 2 Monaten 43:15
6. The Five Big Retirement Questions All Families Face vor 3 Monaten 43:52
7. The Financial Habits That Separate Confident Retirees from Anxious Retirees vor 4 Monaten 44:49
8. Coordination of Comprehensive Financial Planning vor 4 Monaten 43:27
9. The Hidden Cost of Waiting: Financial Decisions That Get More Expensive Over Time vor 5 Monaten 43:06
10. The Financial Decisions That Matter More Than Investment Returns vor 5 Monaten 43:06
11. What Happens to Your Money If You Don’t Have an Estate Plan vor 6 Monaten 42:54
12. Giving with Purpose: How Charitable Giving Fits Into Financial Planning vor 6 Monaten 43:02
13. The Hidden Risk of Underspending in Retirement vor 7 Monaten 43:12
14. Tax Planning vs. Tax Filing: Why It Matters vor 7 Monaten 43:14
15. Decisions You Make During the Year That Shape Your Taxes vor 8 Monaten 42:58
16. The Financial Advice People Wish They Had Followed 10 Years Earlier vor 8 Monaten 42:58
17. From Portfolio to Paycheck: Turning Savings Into Steady Income vor 9 Monaten 42:59
18. The Retirement Red Zone vor 9 Monaten 43:15
19. Top 10 DIY Investor Mistakes (and how to avoid them) vor 10 Monaten 42:50
20. The 2026 Money Reset -- Actions to Win the Year vor 10 Monaten 43:51
21. Financial Planning Moves to Make Before Year End - Part II vor 1 Jahr 43:49
22. Financial Planning Moves to Make Before Year end - Part I vor 1 Jahr 42:48
23. Financially Smart Gifting Ideas for the Holiday Season vor 1 Jahr 43:02
24. Financial Freedom and Guilt-free Spending vor 1 Jahr 42:50
25. Keeping Up With The Jones: The High Cost of Lifestyle Inflation vor 1 Jahr 43:04
26. The Advantages of a Reverse Mortgage vor 1 Jahr 43:19
27. Financial Misinformation on the Internet vor 1 Jahr 43:03
28. The Role of Insurance in Financial Planning - Part II vor 1 Jahr 43:13
29. Protecting Your Future: The Role of Insurance in Financial Planning vor 1 Jahr 43:15
30. Pre-Retirement Planning: How to Set Yourself Up for Success vor 1 Jahr 43:13
31. The Basics and Fundamentals of Proper Estate Planning vor 1 Jahr 42:51
32. The Wild World of Financial Scams vor 1 Jahr 43:13
33. The Psychology of Money vor 2 Jahren 42:56
34. Marriage and Money: Creating Harmony vor 2 Jahren 43:07
35. Markets & Investing in Turbulent Times vor 2 Jahren 43:11
36. Common Financial Planning Goals vor 2 Jahren 43:04
37. Listener Calls and Some Marital Harmony vor 2 Jahren 43:11
38. Top Financial Regrets and How to Avoid Them vor 2 Jahren 43:11
39. Social Security: An Overview, Its Formation and Its Future vor 2 Jahren 43:17
40. Key Financial Planning Considerations to Start 2025 - #2 vor 2 Jahren 43:11
41. Key Financial Planning Considerations to Start 2025 - #1 vor 2 Jahren 42:50
42. Smart Financial Planning Moves to Make Before Year End vor 2 Jahren 42:38
43. Maximize Giving During the Holiday Season vor 2 Jahren 42:55
44. The Virtues of Roth IRAs and The Value of Roth Conversions vor 2 Jahren 42:45
45. The Proper Use of Credit in Financial Planning vor 2 Jahren 43:06
46. How to Efficiently Create Income in Retirement #2 vor 2 Jahren 43:13
47. How to Efficiently Create Income in Retirement #1 vor 2 Jahren 43:58
48. Understanding and Preventing Identity Theft vor 2 Jahren 43:12
49. Reverse Mortgage: What are they, how do they work, what is the benefit? vor 2 Jahren 41:56
50. Twenty-Five Truths About Money vor 2 Jahren 43:21