It's All About the $Money, Honey!

It's nearly the middle of summer which means a lot of people are or soon will be traveling. If you've traveled anywhere recently, particularly by plane, you've likely experienced delays, cancellations, bad weather, traffic, and all sorts of other problems. If you choose to travel, some of this comes with the territory. Still, there are things you can do to travel like a pro. In this episode, we sh...

If there is one thing that connects every single one of us, it is our distaste for paying taxes. Regardless of who you are or how much money you have, disinheriting Uncle Sam is one task that every American has on their to do list. Yet, while we are working to disinherit him, Uncle Sam has one major weapon in his arsenal to stymie us – changing the tax code. Beginning in 2026, major tax code chang...

As you plan your retirement, you'll read and hear a lot about what to expect. Much of it will be true. However, some of it will be based on myths people believe. As with any myth, they are often based in some facts. Yet, as time goes by, the facts get twisted and it's hard to know what's real and what's not. In this episode, we share some of the biggest retirement myths people believe, what's real...

So long as you work to earn money and build wealth, there will be scammers, con artists, and criminals who make it their job to separate you from it. In this episode, we share some of the most common scams you'll run across and step you can take to protect yourself and help put those scammers in the slammer.

Perhaps more than any other financial strategy, there seems to be a deep love-hate relationship when it comes to insurance. We hate paying for it when we don't use it, but love it when we need it to save us from a catastrophic financial loss. In this episode, we share four situations when having insurance can really save you.

Our recent episode on 5 crucial retirement decisions you will have to make was so popular that we decided to follow it up with 5 more crucial retirement decisions. In this episode, we discuss retirement decisions ranging from tax minimization and Medicare to recovering from the loss of a loved one and how you'll spend your time. 

Before and during retirement, there are massive decisions you will have to make and many of these can only be made one time. Unfortunately, the consequences of getting them wrong range from minor to catastrophic. In this episode, we discuss five crucial decisions you will have to make that will dictate the direction for your lifestyle and healthcare in retirement.

“The stock market is a device to transfer money from the impatient to the patient.” – Warren Buffett Dealing with volatility is the price of admission for future returns. If you want to reap the wealth the market can provide, you've got to be willing to ride the downs as well as the ups. However, the consistent fear and negative headlines in the media make it difficult to stay focused on what’s im...

At the beginning of each show, you hear us say “It’s not what you earn, but what you keep.” Becoming wealthy takes work, discipline, and planning – but believe it or not, that’s actually the easy part. Staying wealthy is harder, because typically, you’re using your wealth in retirement, with no regular paycheck to replenish it. In this episode, we share 3 keys to staying wealthy and increasing the...

We spend lots of time sharing what Millionaires are doing right so you can do what they do. However, perhaps even more instructive than what Millionaires do right is what they do wrong. Nobody's perfect and Millionaires make mistakes just like everyone else. In this episode, we share some of the biggest mistakes Millionaires make and how you can avoid them.

Beginning January 2026, the amount of wealth you can pass to heirs before triggering the dreaded estate tax is falling from more than $13 million per person to around $5 million. This means far more wealthy American families will be subject to estate taxes, which can erode 40% or more of your wealth. We know the change is coming. In this episode, we share how you can take steps now to minimize or...

Retiring is usually a one-day affair. You simply stop working. They throw you a party and that’s it. However, RETIREMENT is a marathon that spans 30+ years. This means that your retirement plan needs to be designed to navigate every bump, pothole, landmine, mountain, ditch, and smooth stretch you’ll experience. In this episode, we share how to create the ultimate All Terrain Retirement Plan.