Mar 31, 2015
Retirement planning is at the core of the financial planning profession. But, it's a very complex subject and it's tough to wrap your head around the process.
I've invited Roger Whitney, CFP®, CIMA®, CPWA®, AIF®, financial advisor and host of the Retirement Answer Man Podcast on the show today to chat about...
Mar 31, 2015
One of the challenges of personal finance math is the relevance of a particular scale. Sometimes you can get a massive benefit by switching to a different scale.
One famous example is the daily latte. $4 for a latte sounds about right in today's world. But if you do it every day, it adds up. To fully appreciate the...
Mar 25, 2015
I've got a double problem this week that is keeping me from releasing shows:
- No internet at my house.
- Launching the new site.
So, I'm releasing a couple of interviews that have been recorded with me in the past.
This one is very good. Rob is a great interviewer and he was able to get very in-depth.
This show has an...
Mar 21, 2015
I'm not able to record a normal show today, so I'm releasing a copy of an interview I conducted with Nick Loper from Side Hustle Nation.
This interview was released on February 19, 2015 on Nick's show, just in time for tax-time!
This show is a good overview of some general tax tips:
- When and why you should incorporate...
Mar 19, 2015
My guest today is a veteran of financial reporting. Fred Gabriel has spent the last 17 years reporting on the financial advice industry. He began his career as a mutual fund reporter and progressed to be named the editor of Investment News in 2012.
I spoke with Fred at the Technology Tools for Today Conference and we...