Episodes

  • E267: Should You Invest in International Stocks?

    E267: Should You Invest in International Stocks?
    Jul 23 2025
    It’s easy to be attracted to U.S. stocks, especially after a long period of great performance. However, when we step back and look at the bigger picture, the case for international diversification becomes clearer and more compelling.
    Show More Show Less
    9 mins
  • E266: How Decluttering Your Finances Can Improve Your Life

    E266: How Decluttering Your Finances Can Improve Your Life
    Jul 16 2025
    Feeling overwhelmed by your financial life? Learn how decluttering your finances can reduce stress, improve cash flow, and help you align your money with your values.
    Show More Show Less
    13 mins
  • E265: Should I Invest the Funds in My HSA?

    E265: Should I Invest the Funds in My HSA?
    Jul 9 2025
    Health Savings Accounts (HSAs) are often misunderstood. Many people think of them as simply a place to park money for upcoming medical expenses. But HSAs can be much more powerful—especially when you consider the option to invest the funds.
    Show More Show Less
    8 mins
  • E264: How Do Gift Taxes Work?

    E264: How Do Gift Taxes Work?
    Jul 2 2025
    Gift taxes are one of the most misunderstood areas of the U.S. tax code.
    Show More Show Less
    10 mins
  • E263: Original Medicare vs. Medicare Advantage Plans Explained

    E263: Original Medicare vs. Medicare Advantage Plans Explained
    Jun 25 2025
    As you approach age 65, one of the most important—and often confusing—financial decisions you face is how to structure your Medicare coverage. Understanding the differences between Original Medicare and Medicare Advantage plans is essential for making an informed decision that aligns with your healthcare needs, financial situation, and lifestyle.
    Show More Show Less
    12 mins
  • E262: Home Equity Loan vs. HELOC – What’s the Difference and Which One Is Right for You?

    E262: Home Equity Loan vs. HELOC – What’s the Difference and Which One Is Right for You?
    Jun 18 2025
    Tapping into your home’s equity can be a helpful way to access funds for major expenses. However, choosing between a home equity loan and a home equity line of credit (HELOC) can be confusing.
    Show More Show Less
    7 mins
  • E261: How to Pick a Health Insurance Plan – Questions to Help You Choose

    E261: How to Pick a Health Insurance Plan – Questions to Help You Choose
    Jun 11 2025
    Navigating health insurance can feel overwhelming. With so many plans available (and only a limited window during open enrollment to make changes) it’s important to choose a plan that aligns with your needs, preferences, and financial situation.
    Show More Show Less
    12 mins
  • E260: What Is an S-Corp and How Do You Set One Up?

    E260: What Is an S-Corp and How Do You Set One Up?
    Jun 4 2025
    S-corps can offer significant tax advantages, but they also come with rules, responsibilities, and deadlines you need to understand.
    Show More Show Less
    10 mins