
Investment Halftime Report for 2023
Investment Halftime Report for 2023
While most investors expected the first half of 2023 to underperform, the stock market rebounded nicely following a chal... Read more
29 Jul 2023
•
42mins

How to Shift Your Investment Portfolio at Retirement
How to Shift Your Investment Portfolio at Retirement
When saving for retirement, your investment portfolio is often growth-oriented and structured for the long term. But whe... Read more
22 Jul 2023
•
42mins
Similar Podcasts

Can You Pull Money Out of Your 401k While Working?
Can You Pull Money Out of Your 401k While Working?
For most people, the 401k is your greatest wealth-building tool. As you build wealth, can you withdraw from it while wor... Read more
15 Jul 2023
•
42mins

5 Biggest Roth IRA Mistakes
5 Biggest Roth IRA Mistakes
The Roth IRA and the use of tax diversification can provide a tremendous lift to your financial success and retirement. ... Read more
8 Jul 2023
•
42mins

Health Insurance Options When Retiring Before Age 65
Health Insurance Options When Retiring Before Age 65
Most people are aware of using Medicare when you turn 65, but what can you do about health insurance if you retire befor... Read more
1 Jul 2023
•
41mins

Should You Invest in CDs Right Now?
Should You Invest in CDs Right Now?
With CD rates over 5% right now, is it wise to invest in them? Their fixed maturity, predetermined interest rate, and FD... Read more
24 Jun 2023
•
42mins

Should You Invest Your 401k and Roth IRA Differently?
Should You Invest Your 401k and Roth IRA Differently?
When managing your investment portfolio, should each account be invested the same way, or is it better to have certain a... Read more
17 Jun 2023
•
42mins

Insurance Needs for Using Your Home or Car for Business
Insurance Needs for Using Your Home or Car for Business
Do you use part of your home for a business? What about using your vehicle for work? Some parts of your life overlap, an... Read more
10 Jun 2023
•
42mins

How to Keep Your Home & Auto Insurance Rates Low
How to Keep Your Home & Auto Insurance Rates Low
Home and auto insurance rates have been rising over the past year nationwide. Is inflation to blame, or are there more f... Read more
3 Jun 2023
•
42mins

Will Tax Rates Sunset in 2026? How to Plan Ahead
Will Tax Rates Sunset in 2026? How to Plan Ahead
The current tax rates are set to expire in 2026, which could significantly impact your finances. Not only could your tax... Read more
27 May 2023
•
41mins