Money Tune-Up Show

#164 Introduction to Brad Coil with Next Step Financial 04.08.2025 27:04 ↓

An Introduction to Brad Coil who is an expert in coaching and advising business owners.

#163 Sources of Retirrement Income vs. the 4 Methods 04.08.2025 27:18 ↓

Comparing various sources of income to the 4 methods of producing retirement income

#162 Benefits of Life Insurance on Children 10.07.2025 28:27 ↓

Explore reasons for life insurance on children

#161 Characteristics of Insurance 10.07.2025 27:14 ↓

What are necessary characteristics of insurance?

#160 Insurance as a Device 10.07.2025 27:28 ↓

Look at characteristics of insurance as a financial tool

#159 Sean with CNR - Putting Together a Finanical Plan 27.06.2025 24:48 ↓

Sean and Dan discuss putting together a financial plan considering multiple aspects.

#158 Sean with CNR - Assessing Risk 27.06.2025 26:20 ↓

Sean and Dan discuss risk both from an investment and overall standpoint

#157 Sean with CNR - Creating a Personal Porfolio Benchmark 27.06.2025 25:48 ↓

Sean discusses how to design an investment profile to your specific situation.

#156 Part II Intro to Sean Withrow with City National Rockdale 16.05.2025 24:45 ↓

Part II of an interview with an army special ops helicopter pilot and what he learned that applies to finances

#155 Intro to Sean Withrow with City National Rockdale_Special Ops Helicopter Pilot 16.05.2025 27:08 ↓

Here what a former special ops helicopter pilot learned that applies to your finances

#154 Committment to Planning Time 16.05.2025 27:47 ↓

Explore the value a little bit of planning time adds to your financial well-being compared to all your vocational work

#153 Tax Encouraged Behavior II 29.04.2025 27:38 ↓

Learn how the tax code encourages tax behavior - Part II

#152 Tax Encouraged Behavior I 29.04.2025 28:04 ↓

Learn how the tax code encourages tax behavior - Part I

#151 Rick with Waterstone Tax Deductions - 3Tier Tax Structure CRT 29.04.2025 28:05 ↓

Learn about the tax ramification of a Charitable Remainder Trust including the impact of contributions and income received.

#150 Rick with Waterstone - Foundation of CRTs 09.04.2025 28:25 ↓

An overview of Charitable remainder trusts to produce income and support charity.

#149 Rick with Waterstone -Charitable Remainder Trusts 09.04.2025 28:23 ↓

An overview of Charitable Remainder trusts to produce personal income and support charity.

#148 Rick with Waterstone - Pooled Income Funds 09.04.2025 28:14 ↓

An overview of the use of Pooled income funds for income and charitable giving

#145 Whit Brown Rebalancing 27.03.2025 28:10 ↓

Whit Brown with Core Capital talks about the value of rebalancing

#146 Whit Brown Pitfalls of Trying to Time the Market 27.03.2025 27:55 ↓

Whit Brown with Core Capital talks about the problem of trying to time the market

#147 Whit Brown Volatility in Investing 27.03.2025 28:08 ↓

Whit Brown with Core Capital talks about volatility in "the markets".

#142 Whit Brown - Not about Indexing 12.03.2025 25:39 ↓

Listen to Whit Brown with Core Capital about problems inherent with index investing

#143 Whit Brown - Factor Investing 12.03.2025 28:29 ↓

Listen to an interview with Whit Brown with Core Capital about Factor Investing

#144 Whit Brown - Building out a Portfolio 12.03.2025 28:59 ↓

Listen to Whit Brown with Core Capital about Building out a Portfolio

#139 Grande Finale 28.02.2025 28:13 ↓

This tract includes the 4th segment of 6 segments interviewing Bob Larivee Sr., the founder of the Autorama car show. It is an encouragement to take the long view of our finances.

#140 Build a Ridler 28.02.2025 27:35 ↓

This is the 5th segment of interviews with the Autorama car show founder - Bob Larivee Sr. Dan ties this in with looking at finances using a model which serves like an x-ray.