Dollars & Common Sense

Secure Act 2.0 30.01.2023 42:22 ↓

Secure Act 2.0 - which provisions might affect you?

Getting Your Finances in Shape for 2023 19.01.2023 42:48 ↓

Get your finances in shape for 2023! Pay down debt, start a savings plan and invest using these tips.

Gifting & Charitable Giving 14.12.2022 42:56 ↓

Tis' the season of giving. Thinking about making a financial gift to a loved one? Or a donation to a charity? Listen now to learn how to maximize your giving and minimize your taxes.

Year-End Planning 15.11.2022 42:30 ↓

Proactive year-end tax planning for retirement savings, required minimum distributions and charitable giving.

Signs You Are Being Scammed 04.11.2022 43:11 ↓

Financial scams are happening more often and becoming more sophisticated. Can you spot a scam? What to look out for and how to protect yourself.

The Role of Insurance in Your Financial Plan 12.10.2022 42:34 ↓

Learn how to assess the Property & Casualty, Life, Disability & Health Insurance that's right for YOU.

Weathering the Bear Market 30.09.2022 43:08 ↓

Whether you are a young accumulator or a retiree in the distribution phase, listen for tips on how to weather the current bear market.

iBonds & Retirement Rules of Thumb 27.09.2022 41:43 ↓

An overview of iBonds and Retirement Rules of Thumb, are they one size fits all?

College Funding 18.08.2022 43:02 ↓

The realities of paying for a college education and how to prepare.

Recession Facts & Investing Truths 02.08.2022 43:10 ↓

Facts about recessions and how to invest through them.

Social Security Do-Overs 02.08.2022 42:36 ↓

Regret claiming early? Waited too long to claim? Didn't use the right strategy? Here are three little known social security do-over options.

401k Mistakes 12.07.2022 42:07 ↓

What to do and NOT to do with your old 401k plan

Long-Term Care Planning 23.06.2022 42:42 ↓

Long-Term Care. What is it? Will you need it? How do you plan for it?

Fun Facts About Bear Markets 31.05.2022 42:42 ↓

Learn about bear markets and how investors should handle them.

Social Security Benefits 18.05.2022 42:48 ↓

Kevin & Allison take calls on Social Security claiming and disability benefits.

Capital Gains, Surprise Tax Bills & Spring Cleaning 29.04.2022 42:27 ↓

Learn about capital gains tax, how it can cause a surprise tax bill, and which important documents you need to keep regarding investments and real estate transactions.

Inflation & What to DO About it 21.04.2022 42:53 ↓

Inflation & What to DO About it

Last Minute Tax Moves & IRA Mechanics 31.03.2022 43:00 ↓

Last minute tax moves you can still make. Plus details on IRA and Roth IRA mechanics.

Reverse Mortgages, Gifting Rules, Roth Conversions & more 11.03.2022 43:19 ↓

Kevin & Allison take caller's questions on reverse mortgages, gifting rules, roth conversions and more.

The Best Assets to Inherit 01.03.2022 44:01 ↓

Kevin & Allison continue the conversation from the last show about estate planning and the best assets to inherit.

Estate Planning and Inheritance 16.02.2022 43:25 ↓

Kevin & Allison discuss estate planning and the best assets to inherit.

The Psychology of Investing 27.01.2022 43:04 ↓

Kevin & Allison delve into the psychology behind investing and the worst investment decisions.

Get Your Finances in Shape 13.01.2022 43:07 ↓

Get your finances in shape for 2022! Detox from debt, start healthy savings habits, and get your investments working for you.

RMDs, Gifting & Charitable Giving 21.12.2021 43:06 ↓

In the season of giving, Kevin & Allison talk about the rules and misconceptions of gifting, charitable donation strategies and required minimum distribution basics.

Retirement Planning Missteps 22.11.2021 42:19 ↓

Kevin & Allison cover retirement missteps to watch out for and answer caller questions about retirement plan distributions, investing in gold & silver, and planning for an early retirement.