Nov 24, 2022
When we look at 2022 in the rearview mirror, many of us will remember it as a year of inflation, volatility, and extreme uncertainty.
So, in the midst of a massive market contraction and financial upheaval, what can you do to ensure you don’t run out of money–especially when it comes to your Social Security?
To...
Oct 6, 2022
In today’s episode, we’re talking about Qualified Charitable Distributions (QCD). We’ll be digging into how they work, the do’s and don’ts, and how to make them work for you. And to help leverage QCDs in the best way possible, I’m thrilled to welcome Sarah Brenner to the podcast.
Sarah is an IRA Educator...
Jul 28, 2022
If you own a home, it’s probably one of the most valuable assets–if not the most valuable asset–in your portfolio. However, it isn’t always the easiest to extract value from.
Today’s guest, Matthew Sullivan, is working to change that. He’s the founder of QuantmRE, where he helps homeowners unlock their...
Apr 27, 2022
How do you make the most of the guidance and advice out there, especially if you’re a business owner, and get a clear sense of where you’re going to be in three, 10, or even 20 years? Today, I’m excited to talk to the wealth mentor himself, Jackson Millan. Jackson has spent his entire career shaking up the wealth...
Jan 21, 2022
One of the issues with our current education system is that we aren’t teaching students about personal finance and investing. So how can we develop and improve financial literacy, especially among younger students? From learning how to invest, understanding the basics of the stock market, and how to effectively save...