Episodes

Monday Aug 08, 2022
Monday Aug 08, 2022
My topic today is an overview of the markets through 7/31/2022. Also check out the graphs on my blog.

Tuesday Jul 19, 2022
Tuesday Jul 19, 2022
Investment considerations for someone with first earnings, summer job, etc.

Tuesday Jul 05, 2022
Tuesday Jul 05, 2022
My topic today is an overview of the markets through 6/30/2022. Also check out the graphs on my blog.

Friday Jun 24, 2022
Friday Jun 24, 2022
My topic today is SS and Medicare funding status. Will they be around for you? Follow along in easy Q & A format.

Thursday Jun 09, 2022
Thursday Jun 09, 2022
My topic today is an overview of the markets through 5/31/2022. Also check out the graphs on my blog post.

Tuesday May 31, 2022
Tuesday May 31, 2022
My topic today is 529 Plans. Know the two main types. Follow along in easy Q & A format.

Thursday May 05, 2022
Thursday May 05, 2022
My topic today is an overview of the markets through 4/30/2022. Also check out the graphs on my blog post.

Thursday Apr 21, 2022
Thursday Apr 21, 2022
My topic today covers the Federal Reserve and how action from the FOMC impacts your investments and cost of debt.

Monday Mar 21, 2022
Monday Mar 21, 2022
My topic today covers steps to take now that impact your 2021 tax return. I also mention strategies to implement for the current tax year.

Tuesday Mar 08, 2022
Tuesday Mar 08, 2022
My topic today is Roth vs. Traditional. I explain 1) key differences; 2) eligibility and amount can save; 3) when withdraw without penalty; 4) how to decide which to use.