Ep 28: How Retirement Planning is Like Baseball
On this episode of How Money Works, Craig and Jennifer Moser share what you can learn about retirement planning from the game of baseball.
Ep 27: Get to Know Financial Acronym Salad
The financial world is full of acronyms that get thrown around for convenience, but the average person doesn’t necessarily know what they all mean. We’ll share what they are and what they mean.
Ep 26: Should You Listen To Dave Ramsey’s Advice?
Let’s talk about financial guru Dave Ramsey. He has a huge empire and millions of people listen to him each day, but do we agree with his financial principles? Find out in today’s podcast.
Ep 25: The Jigsaw Puzzle of Retirement
To successfully complete a jigsaw puzzle, there are some strategies you’ll want to keep in mind, and many of those same strategies apply to retirement planning.
Ep 24: Do You Know This Financial Jargon?
Every industry has its own jargon, and financial planning is no different. Today, we’re explaining some common financial jargon and what it means.
Ep 23: Are You in the Financial Red Zone?
On today’s episode of How Money Works, we’ll discuss the financial red zone. What is it, and what should you do if you fall in this category?
Recharacterizing an IRA Contribution
Recharacterizing an IRA Contribution [...]
Ep 22: Clients’ Toughest, Most Unanswerable Questions
On today’s episode of How Money Works, we’re sharing some of the toughest, most unanswerable questions we get in the financial business. From healthcare to the stock market to taxes, we'll cover some important planning topics.
A Financial Experiment
If you’re looking for a way to help better or [...]
Investment Engines Inside Annuities
Investment Engines Inside Annuities [...]
