Episodes
100
Latest episode
Jun 2026
Language
EN-US
If you are looking for the latest stock tip, look elsewhere. Here, you'll find sound strategies based on financial principles that apply to your life. This isn't about financial jargon. This is about you. So listen, learn and ask questions of your own. After all, it's your money.
We want to start by wishing everyone a Healthy, Happy, and Prosperous New Year. This week we’re going to share what we believe to be some of the biggest financial events and stories of 2023 and offer a few thoughts about what to do with your money in 2024.
Now that we’re back from the festivities, we want to focus on what you can do in 2024 to take active control of your money, with our first of-the-year segment, “Your 2024 Action Plan.”
Most people invest and try to anticipate (or guess) what the stock market, bond market, and interest rates will do, and then change their investment strategy based on where they think the markets are headed. Today, Bruce is going to explain why that’s a flawed strategy and suggest an approach that doesn’t rely on market forecasts.
The big problem in finance — if not the biggest — is how to create a stream of sustainable income after people stop earning a regular paycheck.
Good retirement income planning has to go beyond simply joining your company-sponsored retirement plan or opening an IRA at your local bank.
There are lots of things investors won’t be able to control in 2024 — inflation, market direction, and interest rates, among others. But if you get organized now, you can make some tax-smart moves (and avoid a few mistakes).
Money and relationships can get complicated if you don’t talk about it.
Ryan is a Senior Vice President and Financial Advisor at Wealth Enhancement GroupHe helps lead the Tax Strategies group for Wealth Enhancement Group’s Roundtable™ and has an extensive tax and retirement income planning background.Longstanding member of the Ed Slott Master Elite IRA Advisor Group, a leading national group, one of the nation’s leading organizations dedicated to advancing retirement account taxation knowledge
Today, we are going to talk about how people in non-traditional careers should be planning more for their retirement. What do we mean by non-traditional jobs?Those who don’t have a typical nine-to-five office, service, or factory jobs. Non-traditional workers may be self-employed, working in the gig economy (e.g., Uber/Lyft drivers), consulting, or freelancing.Dog Vacay – dog walkingTask Rabbit – handyman, moving, home repairs, errand-runningInstacart – grocery shoppingHigher education: adjunct or part-time professors
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