Individual Insurance Open Enrollment Period Begins November 1st

Jae Oh, author of Maximize Your Medicare, discusses what you need to know about the Individual Insurance Open Enrollment Period beginning November 1st for Medicare Plans.

Common Retirement Questions: Sources of Income & Assets

Dana Anspach answers the common retirement question: What are my sources of income and what financial assets would I draw on first during retirement?

Medicare's Annual Election Period Ends on December 7th

Jae Oh, author of Maximize Your Medicare, discusses what the end of Medicare's Annual Election on Dec. 7 means for beneficiaries.

Introduction to Charitable Giving

In this webinar, John Nersesian, the head of adviser education at PIMCO, details everything you need to know about charitable giving: what to give; who to give to; when to give; and how to give.

The FPA Pro Bono Program

Dennis Moore, CFP and President of the Financial Planning Association (FPA) and Kristin Pugh, CFP and Chair of the FPA Pro Bono Advisor Committee discuss the FPA Pro Bono Program that provides free financial planning services.

Should I Cash Out My IRA To Pay Off My Mortgage?

Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains the pros and cons of cashing out an IRA to pay off a mortgage.

Insure Sequence of Returns Risk with a HECM Mortgage

Robert Klein CPA from the Retirement Income Center reviews Sequence of Returns Risk with a HECM Mortgage - a home equity conversion mortgage (HECM) which is a type of reverse mortgage that is insured by the Federal Housing Administration (FHA).

Reverse Mortgages

Robert Klein, CPA from Retirement Income Center discusses the difference between a HECM (home equity conversion mortgage) and a HELOC (home equity line of credit).

Mortgage Strategies For Buying A Home

Understanding mortgage options for buying or refinancing a home with Jeffrey Levine, CPA/PFS from Buckingham Wealth Partners.

Insure Sequence of Returns Risk with a HECM Mortgage

Robert Klein CPA from the Retirement Income Center reviews Sequence of Returns Risk with a HECM Mortgage - a home equity conversion mortgage (HECM) which is a type of reverse mortgage that is insured by the Federal Housing Administration (FHA).

Reverse Mortgages

Robert Klein, CPA from Retirement Income Center discusses the difference between a HECM (home equity conversion mortgage) and a HELOC (home equity line of credit).

PSLF Waiver and Student Loan Forgiveness

Mer Brown meets with Becca Craig to discuss the limited PSLF Waiver and Student Loan Forgiveness.

Saving for a Child's Future

Amy Shepard CFP RMA with Sensible Money discusses how to save for your child's or grand child's future, including saving for college, savings accounts, 529 plans, UGMA's, UTMA's, etc.

College Funding Options - Parent Plus Loans

Becca Craig, CFP with Buckingham Strategic Wealth discusses financial aid options for college funding including Parent Plus Loans.

Understanding ESG

Tony Davidow, CIMA and Author of Goals-Based Investing, interviews Margaret Towle, PhD., CIMA, CPWA, FSA, RICP with Yakima River Partners about ESG. ESG stands for Environmental, Social, and Governance. Investors are increasingly applying these non-financial factors as part of their analysis to identify material risks and growth opportunities in investing.

Sustainable Investing - Taking the Lead on Education and Implementation

One of the biggest trends across the financial services industry has been the growth of sustainable investing, in both the number of products and the asset growth over the past couple of years, according to Tony Davidow, CIMA, author of Goals-based Investing.

What is a Yield Curve? Recessions Leading Indicator

In this episode of Ask The Professor, Professor Milligan explains Yield Curves and how understanding them can help you predict when a recession will occur.

Ask Professor Milligan: What is a Bond?

Professor Milligan discusses bonds, including treasury bonds, corporate bonds, municipal bonds, yields, safety and tax ramifications.

Ask Professor Milligan: What is a Short Sale?

In this episode of Ask Professor Milligan, Professor Milligan answers the question: What is a Short Sale? Gamestop and AMC Theatres are reviewed.

Ask Professor Milligan: Where to find stock ideas

Professor Milligan shares his ideas for where he looks to find stocks.

Ask Professor Milligan: Earning Season

Professor Milligan answers the question: What is earning season and why should you care?

Introduction to Charitable Giving

In this webinar, John Nersesian, the head of adviser education at PIMCO, details everything you need to know about charitable giving: what to give; who to give to; when to give; and how to give.

Why You Should Consider Tax-Loss Harvesting

Amy Shepard from Sensible Money discusses why you should consider tax-loss harvesting

4 Considerations for 1031 Exchanges to Defer Taxes

Philip Herzberg a lead financial advisor at Team Hewins, discusses 4 considerations for 1031 Exchanges to defer taxes.

Avoiding Tax Return Mistakes

Dana Anspach from Sensible Money shares common tax return mistakes to avoid that could save you money.

Should You Take Your Tax Refund?

Whether a refund is a good or bad thing is not so clear-cut, according to Ken Rosenbaum CPA, RLP®, Wealth Advisor of Buckingham Strategic Wealth.

Level Up with Lee - The Four Money Bears

Lee Baker talks with Mac Gardner, founder and CEO or FinLit Tech and author of The Four Money Bears, about financial education and teaching children about money.

Level Up with Lee - How to Increase Your Credit Score

Lee Baker, host of Level Up with Lee, talks with Luis Rosa, the founder of Build A Better Financial Future and host of On My Way to Wealth podcasts about applying for credit cards, using credit and debt appropriately, and building a good credit score.

Level up with Lee - Fixing the Racial Wealth Gap

Lee Baker welcomes Rodney Brooks, journalist and author of Fixing the Racial Wealth Gap, to the show.

Level Up with Lee - Dealing with Grief

Lee Baker welcomes Jinnie Lee Schmid with Change Navigators to the show. Jinnie shares her expertise on grief recovery

Level Up With Lee: Buying Real Estate

Lee Baker welcomes real estate professional Franmicka Ford of The Ford Group to the show. Franmicka offers some advice on buying real estate.

Should You Ditch Your Long Term Care Insurance?

Should You Ditch Your Long Term Care (LTC) Insurance? Lynne Giacobbe from Kendal at Home discusses long term care insurance and life care at home programs.

Year-end tax matters and health insurance

Jae Oh, CFP author of Maximize Your Medicare, reviews year end tax planning and health insurance

Individual health insurance deadline is Jan 15

Jae Oh, CFP author of "Maximize Your Medicare" discusses deadlines and extensions for health insurance.

Long-term Disability Insurance – Do you need it?

Rob Ziliak from Buckingham Strategic Wealth discusses the benefits of long term disability insurance with Ilana Gersten.

Life Insurance - When should you get it?

Hannah Sammut discusses when you should think about getting life insurance with Haley Tolitsky, CFP at Cooke Capital.

This Week in Crypto: Dan Raju of Tradier

Dan Raju of Tradier discusses current developments in the world of cryptocurrency. Tradier is a next generation brokerage solution provider that powers one of the largest communities of active equity and options traders in the market

This Week in Crypto: TJ Dunham of Arc

Ethereum merge, ARC, protecting yourself and your token, and more! TJ Dunham, founder and CEO of ARC sits down with Robert Powell to talk about the latest in the world of cryptocurrency.

This Week in Crypto: Eric Chen, Injective Labs

Eric Chen, the CEO of Injective Labs, discusses his company's ecosystem and recent events in the world of cryptocurrency.

This Week in Crypto: Will Cai, Wilshire Phoenix

Will Cai, a co-founder and partner with Wilshire Phoenix, discuss his outlook for cryptocurrencies and NFTs.

This Week in Crypto - iVest Plus 6/22

Rance Masheck, the CEO and Co-founder of IVest Plus, and Chris Mercer, the Chief Operating Officer at iVest Plus, discuss the company and its offerings.

How to Split Expenses with Your Significant Other

Taking the next step with your partner is an exciting time, but don’t do so without talking about money first! Haley Tolitsky, CFP offers some advice on conversations about money with your significant other.

Understanding Inflation

Beau Kemp CFP, RMA of Sensible Money explains inflation, core inflation and excess inflation.

Strategies to eliminate credit card debt

Jeffrey Levine, CPA/PFS at Buckingham Wealth Partners - aka The Hammer - discusses strategies to eliminate credit card debt including the snowball method of paying off debt.

College Funding Options - Parent Plus Loans

Becca Craig, CFP with Buckingham Strategic Wealth discusses financial aid options for college funding including Parent Plus Loans.

Refinancing Your Mortgage

Dana Anspach, CFP, RMA with Sensible Money discusses what to consider when evaluating whether or not to refinance your mortgage.

Introduction to Charitable Giving

In this webinar, John Nersesian, the head of adviser education at PIMCO, details everything you need to know about charitable giving: what to give; who to give to; when to give; and how to give.

The FPA Pro Bono Program

Dennis Moore, CFP and President of the Financial Planning Association (FPA) and Kristin Pugh, CFP and Chair of the FPA Pro Bono Advisor Committee discuss the FPA Pro Bono Program that provides free financial planning services.

Why You Should Consider Tax-Loss Harvesting

Amy Shepard from Sensible Money discusses why you should consider tax-loss harvesting

4 Considerations for 1031 Exchanges to Defer Taxes

Philip Herzberg a lead financial advisor at Team Hewins, discusses 4 considerations for 1031 Exchanges to defer taxes.

Managing Risks Gifting and Legacy Planning

Nicole Gopoian Wirick from Prosperity Wealth Strategies discusses strategies for managing risks in financial planning including gifting and legacy planning.

Ask The Hammer: Trusts

Jeffrey Levine, aka "The Hammer" answers questions about Trusts and transferring assets.

Ask the Hammer : IRS RMD Changes To The 10 Year Rule

The Hammer reviews IRS RMD changes to the 10 year rule.

Ask the Hammer: Can you take RMD's in Stocks or Bonds?

The Hammer reviews options for RMDs (Required Minimum Distributions).

What Are the Rules for Contributing to an HSA in the Year in Which You Sign Up for Medicare?

Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains the complicated rules for contributing to an HSA (health savings account) in the year in which you sign up for Medicare. A health savings account (HSA) is a tax-advantaged medical savings account available to taxpayers in the United States who are enrolled in a high-deductible health plan.

When Am I Eligible for the Zero Percent Capital Gains Tax Rate?

Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains how much you can make and still pay 0% in capital gains.

The Role of Real Estate in Retirement Planning

Chuck Robinson, from Sensible Money, discusses the role of Real Estate in Retirement Planning.

Should I Cash Out My IRA To Pay Off My Mortgage?

Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains the pros and cons of cashing out an IRA to pay off a mortgage.

Level Up With Lee: Buying Real Estate

Lee Baker welcomes real estate professional Franmicka Ford of The Ford Group to the show. Franmicka offers some advice on buying real estate.

Insure Sequence of Returns Risk with a HECM Mortgage

Robert Klein CPA from the Retirement Income Center reviews Sequence of Returns Risk with a HECM Mortgage - a home equity conversion mortgage (HECM) which is a type of reverse mortgage that is insured by the Federal Housing Administration (FHA).

Reverse Mortgages

Robert Klein, CPA from Retirement Income Center discusses the difference between a HECM (home equity conversion mortgage) and a HELOC (home equity line of credit).

Common Retirement Questions: Sources of Income & Assets

Dana Anspach answers the common retirement question: What are my sources of income and what financial assets would I draw on first during retirement?

When Should I Start Taking Social Security?

Dana Anspach from Sensible Money answers the question: When should you start taking social security?

When Can I Retire?

Dana Anspach from Sensible Money answers one of the most common questions financial advisors receive. When can I retire?

Benefits of Taxable Retirement Accounts

Amy Shepard reviews 5 benefits of taxable retirement accounts.

5 Things to Know if You Want to ‘Unretire’

Hannah Sammut interviews Alyson Dorosky from Life Yield about 5 things to know if you want to unretire.

How to Prepare for Your First Recession

Haley Tolitsky from Cooke Capital joins Mer Brown to discuss how to prepare for a recession.

Should I Buy Stock In My Employer's Competitors?

Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains the pros and cons of buying stock in your employer’s competitors.

Investing When Headlines are Crazy

Dana Anspach from Sensible Money discusses guiding principles for investing and how to manage the latest news.

Recessions and Your Investments

How will recessions impact your investments? Russ Gaiser from Buffalo-based The Financial Guys, explains.

4 Ways to Boost Your Income

Haley Tolitsky, CFP with Cooke Capital, joins Hannah Sammut to discuss four effective ways to boost your income.

What Should You Do With Your 401(k) When You Retire or Change Jobs?

Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains what workers can do with their 401(k) when retiring or switching jobs.

Ask The Hammer: Can Owners of Solo 401(k) Accounts Delay Taking RMDS Past Age 72?

Jeffrey Levine of Buckingham Wealth Partners explains whether owners of solo 401(k) accounts can delay taking required minimum distributions past age 72.

Ask the Hammer - Converting to a Roth 401(k)

Jeffrey Levine CPA/PFS with Buckingham Wealth Partners, aka The Hammer describes in plan conversions - converting from a regular 401(k) to a Roth 401(k) to lessen the tax hit.

Ask the Hammer: 401(k) Matching

Jeffrey Levine CPA/PFS with Buckingham Wealth Partners, aka The Hammer discusses 401(k) matching, contribution limits and over contributing.

How to Invest the Money in Your 401(k) Plan

Beau Kemp, CFP with Sensible Money, describes how to invest the money in your 401(k) plan.

Everyone Needs an Estate Plan

Haley Tolitsky, CFP with Cooke Capital, discusses the components of an estate plan including wills, power of attorney, beneficiaries and other key elements of an estate plan.

Inheriting Your Spouse's IRA

Bill Harris from WH Cornerstone talks about his book "Inheriting Your Spouse's IRA."

Reduce Capital Gains Tax on the Sale of a Business

Robert Klein, CPA with the Retirement Income Center discusses strategies for small business owners to reduce capital gains tax.

Estate Planning - Making Changes due to COVID

Martin Shenkman of Shenkman Law explains the changes to make to your estate plan because of COVID-19.

Estate Planning - Healthcare Documents You Need

Martin Shenkman of Shenkman Law describes the healthcare documents you need in place for your estate plan -Living Will, Healthcare Proxy, HIPAA Release, DNR or POLST, etc.

Individual Insurance Open Enrollment Period Begins November 1st

Jae Oh, author of Maximize Your Medicare, discusses what you need to know about the Individual Insurance Open Enrollment Period beginning November 1st for Medicare Plans.

Medicare's Annual Election Period Ends on December 7th

Jae Oh, author of Maximize Your Medicare, discusses what the end of Medicare's Annual Election on Dec. 7 means for beneficiaries.

Medigap and TRICARE For Life

Dr. Katy Votava, President of Goodcare.com, reviews Medigap and Tricare for Life.

Optimizing Medicare for Military Veterans and Retirees

Dr. Katy Votava, President of Goodcare.com, discusses optimizing Medicare for Military Veterans and Retirees.

Deluxe Services are not Covered by Medicare

James Paiva from Conformis reviews Medicare Deluxe Services.

Series I Savings Bonds and Interest Rates

Jeremy Keil from Keil Financial Partners discusses I Bond rates.

PSLF Waiver and Student Loan Forgiveness

Mer Brown meets with Becca Craig to discuss the limited PSLF Waiver and Student Loan Forgiveness.

Steps to Make Being a Stay-at-Home Parent Work

Amy Shepard, CFP, RMA with Sensible Money reviews the steps you need to make to be a stay-at-home parent.

Financial Fitness: A Young Couples Journey. Episode 1

Financial Fitness: A Young Couples Journey. Episode 1. Meet Elise, an athletic trainer and social media influencer and Josh, a software engineer, planning their wedding, making decisions about housing and beginning their life together.

Level Up with Lee featuring Chef Amadeus (1-24-22)

Lee Baker interviews Extreme Chef, Chef Amadeus about his career, cooking, eating healthy and saving money.

Can You Convert a Traditional IRA to a Roth IRA With No Earned Income?

Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains whether you can convert a traditional IRA to a Roth IRA without having earned income.

Can You Convert Your RMD into A Roth IRA?

Sarah Brenner, director of retirement education at Ed Slott and Co., explains whether you can convert your RMD into a Roth IRA.

Ask the Hammer: What are the RMD Rules for Beneficiaries of a Roth IRA that Holds Rental Property?

Jeffrey Levine of Buckingham Wealth Partners explains the RMD rules for beneficiaries of a Roth IRA that holds an illiquid asset - rental property.

Ask the Hammer: Can I Contribute to a Roth IRA?

Jeffrey Levine CPA/PFS, aka The Hammer, discusses Roth conversions and Roth IRA contribution limits

Ask The Hammer - Roth Contributions

The Hammer answers the question: If I do a Roth IRA conversion, will that affect my ability to do a Roth IRA contribution?

How To Tell If an Annuity Is Right for You

Insurance Products - Such As Life Insurance & Annuities - Can Provide Tax-advantaged Investment Returns

Michael Finke, a research fellow with the Alliance for Lifetime Income, describes how annuities can provide tax-advantage investment returns.

Single Premium Immediate Annuities and Life Insurance in Your Financial Plan

Life insurance & annuities can be useful tools in retirement planning. Kent Schmidgall, CFP with Buckingham Strategic Wealth discusses when to Use Single Premium Immediate Annuities and Life Insurance in a Financial Plan.

Life Insurance - When should you get it?

Hannah Sammut discusses when you should think about getting life insurance with Haley Tolitsky, CFP at Cooke Capital.

Insurance Products - Such As Life Insurance & Annuities - Can Provide Tax-advantaged Investment Returns

Michael Finke, a research fellow with the Alliance for Lifetime Income, describes how annuities can provide tax-advantage investment returns.

Converting term life to permanent life insurance- Ask The Hammer

Should you convert your term life insurance to permanent life insurance? Jeffrey Levine - aka The Hammer - describes scenarios where converting your term life insurance policy to a permanent life insurance policy might be the best option.

Ask The Hammer - When to Buy Life Insurance

Jeffrey discusses permanent or term life insurance vs variable life insurance.

Permanent Life Insurance

Becca Craig, ABA, CFP from Buckingham Strategic Wealth discusses what to do with your Permanent Life Insurance Policy in retirement.

Financial Fitness: A Young Couples Journey. Episode 1

Financial Fitness: A Young Couples Journey. Episode 1. Meet Elise, an athletic trainer and social media influencer and Josh, a software engineer, planning their wedding, making decisions about housing and beginning their life together.

Ask The Hammer - Buying An Engagement Ring

How much should you spend on an engagement ring?

Wedding Planning and Budgeting

CJ Miller, CFP, RMA @ Sensible Money talks about wedding planning and budgeting for your best wedding.

College Funding Options - Parent Plus Loans

Becca Craig, CFP with Buckingham Strategic Wealth discusses financial aid options for college funding including Parent Plus Loans.

How to handle your student loans after graduation

Challenging Modern Portfolio Theory

Aaron Filbeck CAIA, CFA, CIPM, FDP, Director of Global Content Development at CAIA Association and Tony Davidow, author of Goals Based Investing explore the limitations with Modern Portfolio Theory, the role & use of alternative investments, advisor education, and goals-based investing among issues.

What is Portfolio Rebalancing?

George Padula, CIO @ Modera Wealth Management, discusses the rebalancing process and the benefits of portfolio rebalancing.

Diversification & Costs Matter for Bonds

With Bonds you want to be diversified too. Massi De Santis, Ph.D., CFP with Desmo Wealth Advisors reviews how costs and diversification matter for Bond Funds.

Beyond Diversification - What you need to know about Asset Allocation

Sébastien Page, CFA, Head of Global Multi-Asset at T. Rowe Price talks about his book “Beyond Diversification: What Every Investor Needs to Know About Asset Allocation”

How Your Asset Allocation Relates to Your Age

Professor Zvi Bodie from Boston University discusses how your asset allocation should be related to your age with Bob Powell, CFP, Co-founder of finStream.TV.