15:44

How the Social Security Fairness Act Could Impact Your Retirement Income

20:31

2025 Stock Market Predictions #stockmarket #marketprediction #2025stockmarket #bitcoin

48:01

Dissecting the Keys to Successful Investing with Larry Swedroe #investing #investingstrategies

20:57

How Rich Were The McCallister's In Home Alone? #homealone #christmas #macaulayculkin #retirewithryan

30:33

When an Annuity Makes Sense: A Real-Life Example with Andy Panko #annuity #annuityinvestment

16:15

Are Donor-Advised Funds A Smart Tax Move? #taxplanning #taxtips #schwab #vanguard #fidelity

16:27

11 Potential Tax Changes Under A Trump White House #tax #taxchanges #trumpadministration

30:51

Mistakes To Avoid During Medicare Open Enrollment with Danielle Roberts #medicare #insuranceplanning

15:34

2025 Medicare IRMAA Surcharge Updates #medicare #medicareparta #medicarepartb #medicarepartd

17:34

5 Overlooked Tax Benefits of 529 Plans #529plan #taxbenefits #educationsavings #studentloans

13:20

Do Small-Cap Stocks Offer Greater Growth Potential Than Large-Cap Stocks? #smallcapstocks

15:15

Will the Outcome of the Presidential Election Impact the Stock Market? #election2024 #election

19:19

7 Ways to Keep Your Estate from Landing in Probate #estateplanning #estatetax #probatecourt

16:44

7 Steps To Protect Your Schwab Accounts From Hackers #hacker #hackerexposed #schwab #charlesschwab

13:23

Can I Do a Roth Conversion Before Age 59 ½? #rothira #roth401k #rothconversion #retirementplanning

20:15

7 Year End Tax Moves for Pre-Retirees #taxstrategy #taxplanning #taxes2024 #taxes

18:40

7 Year-End Tax Moves For Retirees #taxmoves #financialeducation #financialplanning

29:42

How To Get More Retirement Income Using Retirement Guardrails With Guest Matthew Jarvis

20:18

5 Steps To Determine Your Retirement Income #financialplanning #retirementplanning #letstalkmoney

14:01

Will Social Security Become Tax-Free? #taxfree #socialsecurity #election2024 #policymaking #topics

35:36

How Parents Can Best Manage Student Loans with Erik Kroll #studentloans #parentplusloan #collegedebt

16:51

Breaking Down The IRS's New Finalized Regulations On IRA's #ira #inheritedira #inheritedincome

35:16

New NAR Rules Governing Real Estate Sellers & Buyers w/ Raquel Fernandez #realestatemarket #realty

08:53

How to use Schwab Index Funds to Build your Portfolio #charlesschwab #indexfundinvesting #portfolio

07:48

Is your money safe with Charles Schwab? #charlesschwab #investmentfunds #schwab

03:17

How to access your Charles Schwab account online #schwab #charlesschwab #onlinebanking #investing

16:34

Financial Steps To Take After A Divorce #divorcedmoms #divorcedlady #divorceprocess #freshstart

10:54

Earn up to 10x more on your Schwab Cash (August 2024)

35:00

Financial Steps To Take During Divorce With Renée Bauer #divorceattorney #money #divorceresources

12:51

Financial Steps To Take Before Divorce #divorce #divorceresources #planning #lifeafterdivorce

19:23

4 Ways To Get More Money Into Tax- Free Roth Accounts #financialplanning #rothira #401k

15:33

How To Earn More In Your Health Savings Account #healthsavingsaccount #invest #taxfree

13:21

Is Social Security Going Broke? #socialsecurity #wealthmanagement #financialadvisor #benefits

31:05

Top Tax Mistakes to Avoid with Steven Jarvis #taxplanningstrategies #taxplanning #taxwriteoff

26:46

Understanding Current Trends in ETFs with Matthew Bartolini #etfs #etfportfolio #etf

01:01

What Does an Inverted Yield Curve Mean? #yieldcurve #interestrates2024 #interestratehike

22:10

Is Your Financial Advisor Delivering Value? #financialadvisor #financialeducation

28:52

What To Expect Once I’ve Hired A Fee Only Financial Advisor #financialplanning #financialadvisor

25:15

How to Find and Hire a Fee Only Financial Advisor? #financialadvisor #financialeducation #feeonly

19:27

What Are the Three Types of Financial Advisors? #financialplanning #financialadvisor

02:37

How Can a QCD Save You Taxes? #taxsavingtips #taxsaving #charitablegiving #financialgoals

17:13

Why Hire A Financial Advisor? #financialeducation #financialsuccess #financialplanner

17:13

Do You Need to Take a RMD From Your Inherited IRA? #rmd #rmds #inheritance #inheritanceplanning

18:38

How to Collect a Divorced Social Security Spousal Benefit #divorcedwoman #divorce #divorceover50

14:32

Top 10 Medicare Myths Busted! #medicareinsurance #medicarecoverage #medicare #medicaresupplements

12:48

7 Tips to Protect Yourself From IRS Scammers #irs #taxstrategy #scammer #avoidcostlymistakes

10:29

9 Ideas For Investing Your Tax Refund #taxrefunds #taxplanningstrategies #financialplanning

13:27

Save Taxes Using Net Unrealized Appreciation in Your 401k #401krollover #retirementstrategy

12:12

Is it Time to Start Selling Your Money Market Funds? #moneymarketstocks #moneytips #retirerich

14:04

Make Your 2023 IRA Contribution Now!!! #tax

38:42

7 Myths About Indexed Universal Life Insurance #lifeinsurance #retirerich #financialgoals

03:11

How To Complete a Fidelity 529 To Roth IRA Rollover #fidelityinvestments #rothira #collegesavings

13:03

Tax Free 529 Plan to Roth IRA Rollover #financialplanning #529 #collegepreparation #moneytips

31:56

7 Reasons to Invest in a Taxable Brokerage Account #investingtips #taxplanningstrategies

36:17

Overcoming Investor Biases #investoradvice #retirementplanningtips #retirementpreparation

15:53

Super Bowl XLVIII Fun Facts and Sports Betting Taxation #sportsbetting #sportsbet

25:42

Reframing Your Retirementality #retirementadvice #retirementstrategy #retirementplanningtips

13:51

Lower Your Taxes In Retirement With A Qualified Charitable Distribution #retirementplanningtips

17:35

Should You Invest In Bitcoin ETFs? #bitcoinnews #bitcointrading #bitcoinanalysis #bitcointrading

17:38

5 Financial Resolutions for 2024 #newyearresolution #financialfreedom #retirementadvice