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

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

PSLF Waiver and Student Loan Forgiveness

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

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

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

Portfolio Perspectives - Pilot

Sean Hanlon, the founder of Hanlon Investment Management and Vestbridge, discusses the effect inflation has on those planning for or living in retirement as well as the latest trend in investing, direct indexing.

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.

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?

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.

Ask The Hammer: How Can Business Owners Sidestep the $10,000 Cap on State and Local Tax Deductions?

Jeffrey Levine of Buckingham Wealth Partners explains how business owners can sidestep the $10,000 cap on state and local tax deductions.

Tax-Centric Financial Planning Strategies

Retiring in 2022? Patrick Kuster CFP, of Buckingham Strategic Wealth describes tax-centric financial planning strategies soon-to-be retirees should consider in 2022.

What Are Estimated Taxes?

CJ Miller of Sensible Money explains what estimated tax payments are, why people need to make them; who typically needs to make tax payments; what happens if you don't pay enough; and how to make payments.

Tips About Tax Forms

Philip Herzberg, CFP, CTFA, AEP with Team Hewins offers tips for filing 2021 tax forms: Form 1099, 1099r, QCDs, RMDs, Rollovers, Distributions, Form 5498,Form W-4, traditional IRAs. Roth IRAs, and Simple IRAs are discussed.

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 - Saving money on funerals

Lee Baker talks with Scott Ginsberg of Titan Casket, the Warby Parker of caskets, about how you can save money on funeral expenses.

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

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.

Long Term Care in your Financial Plan

Rona Loshak from Karp Loshak LTC Insurance discusses why the Long Term Care (LTC) discussion deserves consideration in a comprehensive financial plan.

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.

This Week in Crypto - Champagne on the Blockchain

In this episode of This Week in Crypto, Bob interviews Paul Hartwood from Paul Hartwood Champagne, about how his company is innovating using the blockchain, including Crypto, OpenSea and NFTs.

This Week in Crypto - Families' Excitement for Cryptocurrency Brings Risks and Opportunities

Cryptocurrency has sparked excitement and more money conversations between parents and kids but it also may have overshadowed an understanding of investment fundamentals, according to T. Rowe Price's 14th annual Parents, Kids & Money Survey. Roger Young from T. Rowe Price presents the results of the research.

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.

Ask The Hammer - 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.

Portfolio Perspectives - Pilot

Sean Hanlon, the founder of Hanlon Investment Management and Vestbridge, discusses the effect inflation has on those planning for or living in retirement as well as the latest trend in investing, direct indexing.

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 and Retirement Planning for Women

Mr. Retirement hosts a panel discussion on financial and retirement planning for women: featuring Dana Anspach, Nancy Fellinger and Kathy Mealey from Sensible Money.

4 Steps to Plan for Volatile Markets

Philip Herzberg, a lead financial advisor at Team Hewins, describes four financial planning steps to take when markets are volatile..

4 Ways to Boost Your Income

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

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.

When Is the Best Time to File a Tax Return?

Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains when is the best time to file an individual income tax return.

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).

Portfolio Perspectives - Pilot

Sean Hanlon, the founder of Hanlon Investment Management and Vestbridge, discusses the effect inflation has on those planning for or living in retirement as well as the latest trend in investing, direct indexing.

Inherited an IRA? Now What?

Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains what beneficiaries who inherit an IRA must know and do.

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.

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.

Retirement Heaven or Hell - 9 principles of a success

Mike Drak is a 38-year veteran of the financial services industry. He's the author of "Retirement Heaven or Hell," published in 2021, as well as, "Victory Lap Retirement." Mike works with his wife, an investment advisor, to help clients design a fulfilling retirement. In this show, Mike discusses the 9 principles of a successful retirement.

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.

Goals-Based Investing: Gary Bridgeman

Tony Davidow, CIMA and author of Goals-Based Investing interviews Gary Bridgeman, CIMA about Diversity and Inclusion and his journey into financial planning.

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.

How Tax Loss Harvesting Helps You

What is tax loss harvesting? How can it help you? Jae Oh, author of Maximize Your Medicare, explains tax loss harvesting.

Premiums Could Rise in 2023 for ACA Plan Users

Jae Oh, author of Maximize Your Medicare, reviews possible increases to health insurance premiums next year.

Supreme Court Decision on Medicare Advantage Carriers

Jae Oh, author of Maximize Your Medicare, shares his thoughts on the Supreme Court decision on Medicare Advantage Carriers.

How Couples Should Think About Medicare and Health Insurance

Jae Oh, author of Maximize Your Medicare, explains how different age couples should think about enrolling in Medicare versus other health insurance options.

Bill Would Expand HSAs to Medicare Beneficiaries

Jae Oh, author of Maximize Your Medicare, discusses a new bill that would allow Medicare beneficiaries to continue contributing to an HSA (Health Savings Account).

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.

Level Up with Lee - Pilot

Lee Baker, CFP of Apex Financial and host of Level Up with Lee, describes what topics he plans to address in his new program and the guests who will join him on the show.

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.

Ask The Hammer - Converting term life to permanent life insurance

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.