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Estate Planning - Healthcare Documents You Need

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.

Ask the Hammer - Financial Resolutions

Ask the Hammer - Financial Resolutions

Jeffrey Levine discusses how educating yourself and getting organized can improve your financial situation.

Creating a Cash Flow Strategy for Retirement

Creating a Cash Flow Strategy for Retirement

Kurt Wunderlich, CFA @ Buckingham Strategic Wealth discusses how to create a cash flow strategy for your retirement.

3 Pillars to Begin Building Wealth

3 Pillars to Begin Building Wealth

CJ Miller of Sensible Money describes the three pillars to begin building wealth: Learning money management basics; maximizing your human capital; and taking calculated risks.

Should you invest when the Market is High?

Should you invest when the Market is High?

Kent Schmidgall, CFP @ Buckingham Strategic Wealth answers the question: Should you invest when the Market is High?

Your Life Your Money

Introduction (YLYM E1Intro)

Introduction (YLYM E1Intro)

Introduction to FinStream and Your life, your life money program.

Volunteer Work During Retirement (YLYM E1S6)

Volunteer Work During Retirement (YLYM E1S6)

The panel discusses reinventing retirement in the new normal and the challenges lower income people face.

Shifting Geographical Workplaces (YLYM E1S5)

Shifting Geographical Workplaces (YLYM E1S5)

Opportunities in real estate investing as populations relocate due to the pandemic.

Pay Off Debt or Invest? (YLYM E1S4)

Pay Off Debt or Invest? (YLYM E1S4)

Credit scores, good debt vs bad debt.

Ageless Aging: Embrace Your Age (YLYM E1S3)

Ageless Aging: Embrace Your Age (YLYM E1S3)

Systemic racism and the challenges minorities face in housing, nutrition, investing, saving.

Retirement

Creating a Cash Flow Strategy for Retirement

Creating a Cash Flow Strategy for Retirement

Kurt Wunderlich, CFA @ Buckingham Strategic Wealth discusses how to create a cash flow strategy for your retirement.

Roth IRAs and Taxes

Roth IRAs and Taxes

Is your Roth IRA a tax strategy or a tax trap? Robert Braglia American Financial & Tax Strategy discusses Roth IRA's.

Changing housing needs in Retirement

Changing housing needs in Retirement

Understanding how your housing needs may change during your retirement years.

Single Premium Immediate Annuities and Life Insurance in Your Financial Plan

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.

Ask the Hammer - 403b Rollover

Ask the Hammer - 403b Rollover

Can I roll my 403b into a traditional IRA?

Ask The Hammer

Ask the Hammer - Financial Resolutions

Ask the Hammer - Financial Resolutions

Jeffrey Levine discusses how educating yourself and getting organized can improve your financial situation.

Ask the Hammer-Tax Breaks for EE Bonds

Ask the Hammer-Tax Breaks for EE Bonds

The Hammer discusses how EE Bonds work.

Ask the Hammer-Tax Filing Deadline Extended

Ask the Hammer-Tax Filing Deadline Extended

Deadlines for IRA, HSA and Coverdale contributions and tax filings are reviewed.

Ask the Hammer-How do ISOs work?

Ask the Hammer-How do ISOs work?

How do ISOs- Incentive Stock Options - and 83Bs work and what are the tax implications? ISO Grant Dates, ISO Exercise Dates, ISO Sell Dates. Jeffrey explains ISOs.

Ask the Hammer-Estate Planning & Digital Assets

Ask the Hammer-Estate Planning & Digital Assets

Jeffrey discusses key estate planning documents and digital assets.

Managing Debt

Refinancing Your Mortgage

Refinancing Your Mortgage

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

Old Fart, Young Money - Improving Credit Scores

Old Fart, Young Money - Improving Credit Scores

Host of Instagram's Work.Retire.Die talks to Bob about Credit Scores

401k Loans

401k Loans

Jeffrey Levine, CPA/PFS from Buckingham Wealth Partners, explains 401k loans.

Ask The Hammer - Advice On Buying Used Cars

Ask The Hammer - Advice On Buying Used Cars

Tips on auto loans and buying used vs. new cars from Jeffrey Levine, Buckingham Wealth Partners.

Pay Off Debt or Invest? (YLYM E1S4)

Pay Off Debt or Invest? (YLYM E1S4)

Credit scores, good debt vs bad debt.

Real Estate Investing

Real Estate - Love it or List It?

Real Estate - Love it or List It?

Amy Shepard, CFP, RMA with Sensible Money offers some tips to help you decide whether to sell your house and move or renovate your house and stay put.

Refinancing Your Mortgage

Refinancing Your Mortgage

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

Buying Your First Home

Buying Your First Home

Money saving tips for 1st time homebuyers.

How To Buy Your First Home

How To Buy Your First Home

Real Estate tips for buying your first home.

Mortgage Strategies For Buying A Home

Mortgage Strategies For Buying A Home

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

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