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The First Steps to Getting Out of Debt – 018

In this episode we'll discuss the first steps to getting out of debt.   We're also going to discuss how important it is to read the fine print if you are looking to defer a mortgage or credit card payment during the coronavirus pandemic. A lot of financial companies...

What you need to know about the Secure Act – 017

What is the Secure Act? Let's break it down and cover what you need to know. Let's also discuss the 4 economic areas you need to be paying attention to during and after the CoronaVirus. Hit subscribe on your favorite channel to join our personal finance unfiltered...

How to Survive a Stock Market Crash – 016

How to survive a stock market crash! We'll also take a look at tax harvesting and how it works. Hit subscribe on your favorite channel to join our personal finance unfiltered family so you can receive notifications on future episodes.Listen and Subscribe on your...

The Student Loan Debacle – 014

Let's discuss the student loan debacle and how we got to this point. Also: What credit score would you give the United States government if it was scored just like individuals?  (Hint:  It's not great.) Hit subscribe to join our personal finance unfiltered family so...

How Do You Know When You Can Retire? – 013

Let's discuss how you know when you can retire. Also, why is your emergency fund the most important financial account? Hit subscribe to join our personal finance unfiltered family so you can receive notifications on all future episodes. Listen and Subscribe on your...

The Lack of Transparency in the Investment World – 012

Let's discuss the lack of transparency in the investment world and some ideas on how to fix it. We'll also discuss the 4% withdrawal rule and how you need to be flexible when using it. Hit subscribe to join our personal finance unfiltered family so you can receive...

Horror stories from a 26-year Financial Advisor – 011

Over my 26 year career, I've encountered a lot of "characters" in my time.  Some were other advisors who mistreated their clients and others were clients who were a horror show.  I'll be discussing several in today's podcast. Also, 5 things that can blow up your...

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