Episodes

  • Thank You – Pause in Episodes

    Thank You – Pause in Episodes
    Mar 6 2023
    First, thank you for listening! I appreciate you listening along. After a year of podcasting, I’ve decided to take a pause. I’m focusing more of my effort on my blog and newsletter going forward until ...

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    5 mins
  • How to Talk to Adult Kids About Money and Inheritances

    How to Talk to Adult Kids About Money and Inheritances
    Feb 27 2023
    I’ve heard and seen many families make mistakes about inheritances, estate plans, and talking about money.  Unfortunately, money is a taboo topic in most families.  Let’s talk openly about how you can talk about money ...

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    20 mins
  • How to Optimize Social Security Survivor Benefits as a Widow

    How to Optimize Social Security Survivor Benefits as a Widow
    Feb 20 2023
    Deciding how to claim Social Security survivor benefits as a widow could be a decision worth hundreds of thousands of dollars.  Learning what benefits are available to you and how to optimize them are extremely ...

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    16 mins
  • Is Long-Term Care Insurance Worth It?

    Is Long-Term Care Insurance Worth It?
    Feb 13 2023
    How to plan for long-term care and whether to purchase long-term care insurance is a difficult decision. The costs of long-term care is expense. Listen to hear about the different types of long-term care insurance available, ...

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    41 mins
  • Tax-Loss Harvesting – Rules and Examples of a Year-Round Strategy

    Tax-Loss Harvesting – Rules and Examples of a Year-Round Strategy
    Feb 6 2023
    Tax-loss harvesting can be a powerful strategy to reduce taxes and defer them. You can hear more about how to do tax-loss harvesting, the benefits, and risks. Learn about examples of where you can use ...

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    23 mins
  • The Negative Effects of Caregiving

    The Negative Effects of Caregiving
    Jan 30 2023
    Caregiving can come with positive effects, but it often has negative effects. From the emotional, physical, financial, and relationship effects, caregiving impacts many areas of life. Let’s talk about those effects, as well as resources ...

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    16 mins
  • Aging in Place – Costs and Factors to Consider

    Aging in Place – Costs and Factors to Consider
    Jan 23 2023
    Aging in place is often the default option people think of when they think about where they want to live as they age. For some people, it’s not the best decision. There are many costs ...

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    16 mins
  • Qualified Charitable Distributions (QCDs) – Tax-Efficient Charitable Giving

    Qualified Charitable Distributions (QCDs) – Tax-Efficient Charitable Giving
    Jan 16 2023
    Qualified charitable distributions (QCDs) are a powerful giving tool to potentially help reduce your adjusted gross income and the amount of tax you pay. For those who are charitably inclined and giving cash, by credit ...

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    14 mins