Money Tune-Up Show

#141 What Can We Learn from Bob 28.02.2025 27:39 ↓

This is the final interview with the founder of the Autorama car show - Bob Larivee Sr. Dan summarizes a number of things we can learn from Bob regarding success and particular success with our finances.

#136 Attitude Toward Education 21.02.2025 28:59 ↓

An Introduction to Bob Larivee with the Autorama and an Advisor's Attitude Toward Education.

#137 Thinking about finances 3-dimensionally 21.02.2025 28:37 ↓

Visiting with Bob Larivee about Growth of the Autorama and Thinking About Money 3- Dimensionally

#138 Is the Message a Front for Annuities 21.02.2025 28:28 ↓

Introducing Bands and Actors to the Autorama - A visit with Bob Larivee and Could Claiming to be a Fiduciary be a Front for Annuities

#133 Intro to Rick with Waterstone 08.02.2025 27:36 ↓

Money Tune-Up introduces you to Rick Von Gnechten with Waterstone Foundation.

#134 Introduction to Waterstone 08.02.2025 28:30 ↓

Money Tune-Up introduces you to Waterstone Christian Foundation

#135 Donor Advised Funds - Waterstone 08.02.2025 28:14 ↓

Learn how the Donor Advised fund can be used in gift giving.

#129 Care Giver Plan I 27.01.2025 28:51 ↓

This is part one of a four-part series on putting together a care giver plan.

#130 Care Giver Plan II 27.01.2025 27:54 ↓

This is part two of a four-part series on putting together a care giver plan.

#131 Care Giver Plan III 27.01.2025 29:23 ↓

Part three of a four-part series on putting together a care giver plan.

#132 Care Giver Plan IV 27.01.2025 28:40 ↓

This is part four of a four-part series on putting together a care giver plan.

#127 Business Entities II 08.01.2025 28:03 ↓

The second of a two-part series on various business entities.

#128 An Ideal Financial Plan 08.01.2025 28:26 ↓

A description of the characteristics of an Ideal Financial Plan.

#126 Business Entities I 07.01.2025 27:28 ↓

The first of a two part series on various business entities.

#123_12_10_2024 Sector Returns by Morningstar 16.12.2024 7:00 ↓

A discussion about Morningstar's report on reasonable long-term rates of return by market sector leading into a discussion about using a Buffered RILLA Variable Annuity

#124 Equitable White Paper - RILLA Returns 16.12.2024 28:34 ↓

Discussion on a White Paper by Equitable on how to manage investment risk using a Buffered RILLA Variable Annuity

#125 David Blanchett Article - Protected LIfetime Income 15.12.2024 28:51 ↓

Research on the effectiveness of adding security to a portfolio to protect lifetime income.

#120 Tent Poles 1 - 3 of Investing 26.11.2024 27:29 ↓

Whit Brown with Core Capital covers the first three tent poles of investing utilized by Dimensional Advisors. All of us can learn from what it taught.

#121 Tent Poles 4 & 5 of Investing 26.11.2024 28:37 ↓

Whit Brown with Core Capital discusses the fourth and fifth tent poles of investing used by Dimensional Advisors. All investors can learn from these philosophies.

#122 Tent Pole 6 of Investing 26.11.2024 28:21 ↓

Whit Brown with Core Capital discusses the sixth tent pole of investing utilized by Dimension Advisors. He then covers a few miscellaneous items in investing to watch out for.

#117 Review of the book The Smartest Investment Book You'll Ever Read 05.11.2024 28:21 ↓

A review of the book - The Smartest Investment Book You'll Ever Read by Dan Solin

#118 Introduction to Whit Brown with CoreCapital 05.11.2024 27:10 ↓

Meet Whit Brown with Core Capital. He has been working with Dimensional Advisor Funds for years.

#119 The Kiddie Tax - Net Unrealized Income (NUI) 05.11.2024 29:02 ↓

An explanation of how the kiddie tax is calculated.

#116 Notes From Colorado Financial Planning Association Continuing Education Day II 22.10.2024 28:33 ↓

Notes from day two of the Colorado Financial Planning Assocation education day.

#115 Notes From Colorado Financial Planning Association Continuing Education Day I 22.10.2024 28:05 ↓

Day one notes of a day and the Colorado Financial Planning continuing education day.