Episodes

  • Bankruptcy 101 | Optimistic Investing
    Nov 1 2024

    Episode 562: Dive deep with John and Abbie into the world of bankruptcy and learn how to sidestep this drastic step with smarter financial strategies! Next up, find out how a positive outlook could be your best asset when it comes to investing in the stock market.

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    31 mins
  • Education Savings | Investment Insights
    Oct 25 2024

    Episode 548: Zach and Justin simplify the world of education savings, comparing popular options to help you find the best plan for your family’s future. Then, they weigh in on recent stock market projections, exploring what they could mean for your investment strategy.

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    31 mins
  • Parental Finances | Social Security
    Oct 18 2024

    Episode 548: John and Matthew dive into the delicate process of helping manage your parents’ finances, offering practical tips to avoid pitfalls and make the transition smoother. Then, with the future of Social Security and Medicare uncertain, they explore potential solutions and what they mean for you.

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    28 mins
  • Gift Tax 101 | 401(k) Withdrawals
    Oct 11 2024

    Episode 548: Gifting money can get complicated fast, but Zach and Abbie simplify the gift tax rules and share essential strategies. You’ll also discover the dangers of early 401(k) withdrawals and explore safer options to protect your retirement.

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    32 mins
  • Fed Impact | Cyber Defense
    Sep 27 2024

    Episode 548: Will the Fed’s rate cut spark opportunity or challenge? John and Zach explore what’s next for savers and investors. They also break down the benefits of freezing your credit in response to increasing data breaches and cyber threats.

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    29 mins
  • Tidy Finances | Retiree To-Dos
    Sep 20 2024

    Episode 548: Master organization with Steve and Justin! Learn how tidy spaces lead to tidy finances, helping you save more. They also share key strategies to protect and maximize your nest egg during retirement.

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    36 mins
  • Scary Headlines | Financial Beginnings
    Sep 13 2024

    Episode 548: Scary headlines got you worried? Matthew and Abbie share a simple three-step plan to stay calm and keep your money safe. They also offer a step-by-step guide to financial independence, from smart budgeting to savvy investing and everything in between.

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    31 mins
  • Savings Shortfall | Election Anxiety
    Sep 6 2024

    Episode 548: Retirement savings not where they should be? You're not alone! Zach and Justin share insights on what's holding us back and how to step up our savings game. They also dive into strategies for tackling election-related stress, sharing practical tips to keep you cool, calm, and collected throughout the political frenzy.

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    38 mins