Money Tune-Up Show

Podcast#89 Price To Earnings Ratios 19.06.2024 29:20 ↓

Learn what the Price to Earnings Ratio indicates with stock

Podcast#88 Ways To Use Home Equity With Reverse Mortgage II 19.06.2024 29:01 ↓

Learn about ways the equity in your home can be used with the use of a reverse mortgage.

Podcast#87 One Flow Of Money 03.06.2024 28:49 ↓

In this episode we will explore more details regarding the transfer of investment returns into life insurance to enhance retirement income strategies.

Podcast#86 Flatten Tax Spend Down And a Long CIC 03.06.2024 28:02 ↓

This is the 4th part of a series on tax deferral. In this episode you will be exposed to the strategy of combing the flattening of tax, asset spend down and leveraging a long compound interest curve to improve retirement income.

Podcast#85 Flatten Tax 03.06.2024 27:53 ↓

The third part in a series of various tax deferred accounts. This episode introduces the concept of flattening tax.

Podcast#84 Tax Free Vs. Tax Ded. 03.06.2024 28:03 ↓

Part II of a series on the difference between tax deferred, tax free and tax deductible accounts.

Podcast#83 Tax Tubes 03.06.2024 28:16 ↓

Learn the difference between tax deferred, tax free and tax deductible accounts.

Podcast#82 Reverse Mortgage W Peggy Sage Use Of Equity I 03.06.2024 28:18 ↓

Ways home equity can be used with a reverse mortgage - Part I

Podcast#81 Deductive Vs. Inductive Reasoning III 15.05.2024 27:22 ↓

The Financial Industry, Including the planning community counts on you taking the easy path to making financial decisions - Deductive reasoning. Learn how inductive reasoning can help you make better decisions.

Podcast#80 Deductive Vs. Inductive Reasoning II 15.05.2024 27:45 ↓

Learn how financial institutions count on you using Deductive reasoning to make your financial decisions.

Podcast#79 Deductive Vs. Inductive Reasoning I 15.05.2024 27:41 ↓

A study of deductive and inductive reasoning helps us understand how financial institutions lead us to purchase their products.

Podcast#77 Various Roles Of People Who Can Impact Your Finances 02.04.2024 28:07 ↓

People with various roles can impact the decisions you make regarding your finances. Who are they?

Podcast#78 What Medicare Does Not Pay 02.04.2024 26:56 ↓

It is just as important to understand what Medicare does not cover as it is to understand what is covered.

Podcast#76 Professionals Who Can Impact Your Finances 02.04.2024 27:15 ↓

Learn more about the various kinds of professionals who can impact your decisions regarding your finances.

Podcast#75 Macro Manager II 31.12.2023 26:31 ↓

This is the second of a four-part series of on managing your finances in a Macro Financial Manager instead of black box financial planning.

Podcast#74 Macro Manager I 31.12.2023 27:19 ↓

This is the first part of a four-part series on addressing personal financial planning from a Macro Economic perspective.

Podcast#73 Overview Of Medicare 31.12.2023 28:29 ↓

An overview of how Medicare works.

Podcast#72 Reverse Mortgage 31.12.2023 28:50 ↓

Three necessary items which must be in place for each reverse mortgage.

Podcast#71 Dave Ramsey - Spoken Like A True LIfe Ins Agent - Tyler 08.12.2023 28:09 ↓

Listen to a critique by a Chartered LIfe Underwriter (CLU) of Dave Ramsey's discussion with Tyler a life insurance agent.

Podcast#70 How A Widow Could Be Devastated Using Dave Ramsey's Advice 08.12.2023 28:13 ↓

Learn how a widow could be devastated if her family followed Dave Ramsey's advice using his rate of return assumptions.

Podcast#69 An Efficient Financial Plan 06.12.2023 27:56 ↓

Learn what traits are included in an efficient financial plan.

Podcast#68 A Typical Financial Plan 06.12.2023 28:12 ↓

Learn what a typical financial plan looks like - referred to as a black box financial plan.

Podcast#66 Cont. Intro To Specialist -Paying For Health Related Expenses In Retirement 05.12.2023 28:16 ↓

Steve Thomas is someone who helps people explore ways to pay for health-related expenses in retirement. Get to know him.

Podcast#65 Introduction To Retirement Medical Expense Specialist 05.12.2023 28:23 ↓

Meet a specialist who focuses on paying for medical/health related expenses in retirement.

Podcast#64 Annuities Misc IV 05.12.2023 28:01 ↓

Part IV of a series on annuities