Could You Use Net Unrealized Appreciation? Ep #201
If you are a long-time listener you know that we like to go through the nuances of financial planning that may be valuable to you. In this episode, we take…
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Should I Roll Over My Retirement Account to an IRA? Ep #200
When it comes to the question of rolling over a 401K or 403B to an IRA, many people fear making mistakes. It’s true, that retirement account mistakes can be costly. On…
The Benefits of a Wealth Management Relationship – Part 2, Ep #199
Warren Buffet has said, “investing is simple, but not easy.” If even the Oracle of Omaha admits that investing isn’t easy, what does that mean for the rest of us?…
The Benefits of a Wealth Management Relationship – Part 1, Ep #198
When reaching out to a financial advisor, people are looking how to save more, invest better or reduce taxes. While a financial plan can be a great start in answering…
6 Critical Questions to Ask When You Inherit an IRA, Ep #197
So, you inherited an IRA–now what? In this episode, you’ll learn the three types of beneficiaries and the six questions you need to ask yourself when you inherit an IRA.…
Are You Making These IRA Beneficiary Mistakes? Ep #196
 When was the last time you thought about your IRA beneficiary form? If you’re a Modern Family fan, you should enjoy today’s episode. Today, we’re diving in the mistakes…
Anchoring to an Arbitrary Dollar Amount, Ep #195
The behavioral and emotional side of financial planning takes precedence when planning for our future. I see this play out frequently in the form of anchoring to an arbitrary dollar…
How to Optimize Your Estate Plan with Adam Tarsitano, Ep #194
You may remember estate law attorney Adam Tarsitano from episode 165 when we went over the importance of a professionally prepared estate plan. Since the summer is a good time…
4 Books to Add to Your Summer Reading List, Ep #193
With summer upon us, we’re sharing a few book ideas to add to your summer reading list. If you are looking to improve your financial life or just to enjoy…
When Are We No Longer Investing for the Long Term? Ep #192
Most of us feel like we have a sound process for investing, that is until curveballs are thrown our way. Then, emotions like envy, greed, and fear take over, making…
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