Making Finances Easier

There's been a lot of change in the world of inherited IRAs over the past few years. It pays to be proactive in how you plan on satisfying RMDs from a inherited IRA you become the owner of.

With Halloween around the corner, Paul and Garrett discuss a few of the financial mistakes people can fall into.

The latest cost of living adjustment (COLA) was announced for Social Security beneficiaries. Paul and Garrett discuss its impacts.

Paul and Garrett discuss the big rocks of healthcare costs in retirement: Health Insurance and Long-Term care planning.

Paul and Garrett discuss how a 5-6% fixed income interest rate could impact your investing allocations and income plan.

Garrett brings in Ben Landis to help explain what Annual Enrollment season is for Medicare.

Paul and Garrett discuss how Roth Conversions works and how now is the time to begin planning any Roth Conversion decisions you may have before the end of the year.

Paul and Garrett discuss a recent growing trend of option investing and how it compares to investing vs gambling.

Paul and Garrett discuss the impact of their faith on their work.

Garrett interviews Paul about one of his biggest hobbies - cycling.

Paul and Garrett discuss a recent WSJ article highlighting the effect of higher prevailing bond interest rates and next year's tax return.

Paul and Garrett discuss the latest headlines revolving around the nation's debt and then switchover to how they think about debt with client households.

Paul interviews Garrett on how his engineering degree has helped him in his everyday workings with clients.

Paul and Garrett discuss the semantics and practical out workings of being a conservative investor in 2023.

Bruce and Garrett discuss some of the big timing events of Medicare and Extended Care as clients get closer to retirement.

Paul and Garrett discuss common cybersecurity issues that come up with clients in retirement.

Garrett tells the story of his wife finding an EE bond from her grandmother.

Paul and Garrett discuss the necessity for investors to revisit their investment allocations if they have been leaning heavier in stocks for the past few years due to low interest rates.

Paul and Garrett discuss a particular area of estate planning that can often go overlook - beneficiary designations.

Paul and Garrett discuss when clients age, even for DIY investors, there can be an appropriate time to bring in help so that a surviving spouse can have help.

Paul and Garrett bring Cindy Bickers on today's show to discuss her role in how she helps us with our wealth management clients. She does it all!

Paul brings Marissa and Ben on the show to weigh in on the challenges of Medicare Plans and Part D.

Paul and Garrett weigh in on how they talk to clients about their ability to take on investment risk through retirement.

Paul and Garrett discuss how they consider the tax implications and risk considerations in where they actually place different securities and ETFs within different types of investment accounts.

Paul and Garrett discuss a couple possible benefits of active management and also explore the history of Mutual Funds, ETFs, and now investment strategies we utilize that incorporate individual stocks.