Ditch the Suits - Your Money, Your Life

145 Episodes

1. Corporate Profits - Are profits good or bad?

   Published: 2/27/2024
2. Bond Series: Should you own bonds?

   Published: 2/20/2024
3. Bond Series - How bond mutual funds can become money traps

   Published: 2/13/2024
4. Bonds Series: How to make or lose money buying bonds

   Published: 2/6/2024
5. Estate Planning: Crafting Your Legacy and Mastering Beneficiary Designations

   Published: 1/30/2024
6. Estate Planning: Designing a Will That Reflects True Intentions and Values

   Published: 1/23/2024
7. Estate Planning: Aligning Beneficiary Designations with Your Legacy Goals

   Published: 1/16/2024
8. Navigating Life and Finance in a Rapidly Evolving World

   Published: 1/9/2024
9. Creating the Life and Family You Want

   Published: 1/2/2024
10. 2023 in Review - Discussing past series and celebrating achievements

    Published: 12/26/2023
11. Complex Financial Planning: Investing - When Should You Sell an Investment?

    Published: 12/19/2023
12. Complex Financial Planning: Bad Economy - Should you delay retiring?

    Published: 12/12/2023
13. Complex Financial Planning: Roth Conversions - Benefits, Considerations and Strategies

    Published: 12/5/2023
14. Complex Financial Planning: Social Security! When Should You Claim It?!

    Published: 11/28/2023
15. Investing: The Wealthy Understand These Keys to Investing

    Published: 11/21/2023
16. Investing: How the Rich Get Richer

    Published: 11/14/2023
17. Investing: Exploring the Performance of Actively Managed and Index Funds

    Published: 11/7/2023
18. Investing: The Wealthy's Secret to Success: Investment Strategies Unveiled

    Published: 10/31/2023
19. Investing: Making Sense of Passive Investing

    Published: 10/24/2023
20. Investing: What does passive investing mean?

    Published: 10/17/2023