Thank You – Pause in Episodes
First, thank you for listening! I appreciate you listening along. After a year of podcasting, I’ve decided to take a pause. I’m focusing more of …
How to Talk to Adult Kids About Money and Inheritances
I’ve heard and seen many families make mistakes about inheritances, estate plans, and talking about money. Unfortunately, money is a taboo topic in most families. …
How to Optimize Social Security Survivor Benefits as a Widow
Deciding how to claim Social Security survivor benefits as a widow could be a decision worth hundreds of thousands of dollars. Learning what benefits are …
Is Long-Term Care Insurance Worth It?
How to plan for long-term care and whether to purchase long-term care insurance is a difficult decision. The costs of long-term care is expense. Listen to …
Tax-Loss Harvesting – Rules and Examples of a Year-Round Strategy
Tax-loss harvesting can be a powerful strategy to reduce taxes and defer them. You can hear more about how to do tax-loss harvesting, the benefits, …
The Negative Effects of Caregiving
Caregiving can come with positive effects, but it often has negative effects. From the emotional, physical, financial, and relationship effects, caregiving impacts many areas of …
Aging in Place – Costs and Factors to Consider
Aging in place is often the default option people think of when they think about where they want to live as they age. For some …
Qualified Charitable Distributions (QCDs) – Tax-Efficient Charitable Giving
Qualified charitable distributions (QCDs) are a powerful giving tool to potentially help reduce your adjusted gross income and the amount of tax you pay. For …
4 Ways to Help a Widow
Many people are unsure how to help a widow. The loss and grief can be uncomfortable. We aren’t taught what to say or how to …
Do I Need International Stocks?
After a strong decade in US stock market returns, many investors find themselves asking, “Do I need international stocks?” Let’s look at the historical data …