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• Maximizing Real Estate Wealth & Retirement Planning: Strategies for High-Net-Worth Investors (Thu, Jan 30, 2025)
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• Chad joins Rob Black to discuss new 401(k) contribution limits and other retirement topics. (Thu, Jan 23, 2025)
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• 2024 market recap, direct indexing and retirement asset allocation. (Wed, Jan 15, 2025)
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• EP Wealth Webinar - Exploring Passive Investment Options - 241216 - audio (Thu, Dec 26, 2024)
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• Active Vs. Passive Real Estate, 1031 exchanges, DSTs, 721 Exchange (Tue, Dec 10, 2024)
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• Understanding Valuations: Analyzing The S&P 500 & Growth vs. Value (Wed, Nov 20, 2024)
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• Opportunities In REITs & Passive Income (Fri, Oct 25, 2024)
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• Understanding Assumable Mortgages & Evaluating The Decision To Roll Over A 401k To An IRA (Wed, Oct 09, 2024)
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• Navigating Market Highs: Investment Strategies & Charitable Giving (Thu, Sep 26, 2024)
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• Health & Wealth: Strategies For A Fulfilling Retirement (Tue, Sep 24, 2024)(22:00 +0000, )
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• Retirement Withdrawal Strategies (Mon, Sep 23, 2024)
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• The Fed's 50 Basis Point Cut (Fri, Sep 20, 2024)
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• The Federal Reserve's Impact On Your Retirement (Thu, Sep 19, 2024)
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• Retirement Planning Essentials (Fri, Sep 13, 2024)
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• The Current Economic Landscape In This Political Climate (Thu, Sep 12, 2024)
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• Evaluating Rental Properties For Net Income & Considering 1031 Exchanges (Thu, Sep 05, 2024)
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• The Impact of Proposed Tax Reforms (Thu, Aug 29, 2024)
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• Identity Theft Safeguards & Long-Term Care Options (Wed, Aug 21, 2024)
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• Active vs. Passive Management in Asset Classes (Thu, Aug 15, 2024)
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• Market & Economic Update: What Is Driving Volatility? (Wed, Aug 07, 2024)
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• Strategies for Selling Covered Calls, Capital Gains Tax & 529 Plans (Fri, Aug 02, 2024)
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• Sudden Shift On Wall Street, Small Caps Surge as Fed Rate Cuts Loom (Thu, Jul 18, 2024)
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• All Star's National Anthem, Wall Street Updates & Amazon Prime Day (Wed, Jul 17, 2024)
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• Strategies For Managing Investments To Minimize Taxes In Retirement (Fri, Jul 12, 2024)
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• Concentration in the S&P 500 (Thu, Jul 11, 2024)
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• Build A Tax-conscious Retirement Portfolio (Mon, Jul 08, 2024)
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• Should You Give Your Money To Younger Generations While Alive? (Fri, Jul 05, 2024)
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• Real Estate Investment Strategies (Mon, Jun 24, 2024)
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• Having Safe Money In Your Investment Portfolio (Fri, Jun 21, 2024)
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• The Importance of Reinvesting Dividends & Balancing Safety & Growth in Retirement Planning (Thu, Jun 06, 2024)
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• Trump Conviction, Market Update, Direct Indexing & 1031 Exchanges (Fri, May 31, 2024)
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• Understanding Asset Allocation (Thu, May 23, 2024)
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• Leveraging AI in Financial Planning & Investing (Wed, May 15, 2024)
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• Demystifying Social Security & Investment Strategies (Thu, May 09, 2024)
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• The Current Economic Landscape, Market Trends, Interest Rates, & Inflation (Mon, May 06, 2024)
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• The World Of EVs & Health Savings Account Strategies (Thu, Apr 25, 2024)
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• The Wealth-Health Connection (Thu, Apr 18, 2024)
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• Balancing Wealth & Health: Financial Planning & Wellness Tips (Thu, Apr 11, 2024)
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• Smart Tax Moves: 1031 Exchanges, DSTs & Charitable Remainder Trusts (Thu, Apr 04, 2024)
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• Managing Insurance Costs & Exploring the World of Timeshares (Thu, Mar 21, 2024)
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• Retirement Planning, Tax Strategies & The New Law Regarding 529 Plans (Mon, Mar 18, 2024)
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• Stress Testing Your Financial Plan (Fri, Mar 08, 2024)
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• Financial Planning Is A Dynamic Process (Fri, Mar 01, 2024)
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• Recent Market Fluctuations & Savings Trends Across Different Generations (Thu, Feb 15, 2024)
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• Retirement Readiness, Active Vs Passive Investing & Sequence Of Returns Risk (Thu, Feb 15, 2024)
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• Ensure A Secure & Fulfilling Retirement (Fri, Feb 09, 2024)
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• Retirement Planning, Market Updates & Financial Tips (Thu, Feb 08, 2024)
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• Retirement Readiness & Healthcare Costs (Tue, Feb 06, 2024)
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• Building A Retirement Portfolio & Proper Asset Allocation (Mon, Feb 05, 2024)
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• Retirement, Cognitive Health & The Gut-Brain Connection (Fri, Feb 02, 2024)
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• Diversifying Company Stock, Strategies For 401k Rollovers & Impact Of Diet And Lifestyle On Inflammation (Thu, Feb 01, 2024)
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• Risks Associated With Concentrated Stock Positions & Importance Of Diversification (Mon, Jan 29, 2024)
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• The Recent Market Rally & The Potential Impact Of Interest Rate Cuts (Thu, Jan 18, 2024)
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• Upcoming Elections & Potential Changes in Taxes (Wed, Jan 10, 2024)
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• 2023: A Year of Interest Rate Volatility / Financial Planning Tips for 2024 (Thu, Jan 04, 2024)
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• Tax Loss Harvesting & Direct Indexing (Fri, Dec 22, 2023)
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• Understanding ETFs, Direct Indexing & Year-End Tax Moves (Thu, Dec 14, 2023)
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• The Future of Airline Miles: Devaluation or Opportunity? (Wed, Dec 06, 2023)
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• Dynamic Withdrawal Strategies, Charlie Munger's Legacy, HSA Accounts & Retirement Readiness (Thu, Nov 30, 2023)
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• Navigating Taxes, Investments & Health for a Secure Future (Mon, Nov 27, 2023)
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• Market Updates & Strategies For Funding Charities During The Month Of Giving (Fri, Nov 17, 2023)
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• The Performance Of Different Asset Classes & The Appropriate Use Of Life Insurance In Financial Planning (Fri, Nov 03, 2023)
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• The Importance Of Seeking Unbiased Advice From A Certified Financial Planner Practitioner (Wed, Oct 25, 2023)
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• Different Phases Of Retirement & Financial Considerations That Come With Each Stage (Tue, Oct 24, 2023)
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• Prioritize Health In Retirement To Ensure A Fulfilling & Enjoyable Experience (Mon, Oct 23, 2023)
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• Gifting To Family & Charity For Year-end Tax Planning (Tue, Oct 10, 2023)
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• Welcome To Correction Day (Thu, Oct 05, 2023)
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• Insights Into The World of Bonds & Their Implications for Investors (Tue, Oct 03, 2023)
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• Proactive Planning & Professional Guidance To Determine The Best Route For Long-Term Care (Thu, Sep 28, 2023)
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• The Resilient Economy Despite Inverted Yield Curves And Higher Interest Rates (Thu, Sep 14, 2023)
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• The Importance of Having a Will, Trust, Power of Attorney & Healthcare Directive (Wed, Sep 06, 2023)
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• Achieving a Successful Retirement: Financial Clarity and Fulfillment (Mon, Aug 28, 2023)
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• The Issue Of Overspending In Retirement (Tue, Aug 22, 2023)
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• Current Earnings Season & Performance Of The S&P 500 & Nasdaq (Mon, Aug 21, 2023)
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• Avoid Retirement Mistakes: The Seven Retirement Readiness Tests (Thu, Aug 17, 2023)
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• The Seven Key Tests for Retirement (Tue, Aug 15, 2023)
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• Seven Tests of Retirement Readiness: A Comprehensive Guide to Financial Preparedness (Mon, Aug 14, 2023)
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• The Recent Downgrade of the US Government's Credit Rating by Fitch (Thu, Aug 03, 2023)
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• A Week of Surprising Headlines & Earnings Reports (Fri, Jul 28, 2023)
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• Current State of the Housing Market & The Impact of Low Mortgage Rates (Fri, Jul 21, 2023)
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• Inflation & Its Potential Impact on the Federal Reserve's Actions (Thu, Jul 13, 2023)
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• 2023 Mid-Year Reflection: Tech Stocks and Investment Opportunities (Fri, Jun 30, 2023)
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• Value vs Growth Investing & Everything You Need To Know About 401K Rollovers (Mon, Jun 26, 2023)
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• Utilizing HSAs and Altering Tax Strategies for Retirees (Fri, Jun 09, 2023)
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• Joining Me Now Ep. 29: How New Models Are Changing Retirement Planning (Tue, May 30, 2023)
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• Joining Me Now Ep. 28: Wealth Preservation & The Importance of Fiduciaries (Wed, May 24, 2023)
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• Joining Me Now Ep. 27: Withdrawal Strategies And Maximizing Your Retirement Fund (Wed, May 17, 2023)
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• Joining Me Now Ep. 26: Insightful Tests For Your Financial Plan (Mon, May 15, 2023)
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• Joining Me Now Ep. 25: Why You Should Rely On A Conservative Retirement Plan (Wed, May 03, 2023)
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• Joining Me Now Ep. 24: Is Now A Good Time To Rebalance Your Portfolio? (Tue, Apr 25, 2023)
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• Parents Are Sacrificing Their Personal Finances To Support Their Adult Children (Fri, Apr 14, 2023)
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• Is It Always Better To Take Social Security In Your 70s? You Might Be Surprised! (Fri, Apr 07, 2023)
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• Avoiding Identity Theft and Protecting Your Assets (Fri, Mar 24, 2023)
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• Understanding FDIC, Life, And Long Term Care Insurance (Thu, Mar 16, 2023)
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• Approaching Inverted Yield Curves (Mon, Mar 13, 2023)
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• Knowing When You’re Ready To Retire (Fri, Mar 03, 2023)
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• Joining Me Now Ep. 23: Why You Should Have 3 Years of Portfolio Draws Available in Cash for Retirement (Tue, Feb 14, 2023)
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• Joining Me Now Ep. 22: What Rate of Return Should You Expect For Retirement? (Thu, Feb 09, 2023)
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• Joining Me Now Ep. 21: What A Balanced Portfolio Means Today (Wed, Feb 01, 2023)
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