Ultra High Net Worth Investors Needs

Tony Davidow, CIMA and author of Goals-Based Investing, discusses the issues and opportunities of ultra high net worth families with Jamie McLaughlin, CEO at J. H. McLaughlin & Co.

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.

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.

Understanding Your Pension Payout Options

Although pensions are becoming less common as an employer benefit, those who are fortunate to have one should make sure to thoroughly understand all the options before deciding how to receive their pension payment. Amy Shepard, CFP, RMA with Sensible Money, explains.

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).

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 - 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.

Level Up with Lee: Bobby Henebry

Lee Baker, host of Level Up with Lee, talks with entrepreneur Bobby Henebry, CFA, about all things crypto including Blockchain, Bitcoin, Litecoin, Dogecoin, Ethereum and NFTs.

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.

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.

This Week in Crypto - Minterest

Josh Rogers. CEO and Founder of Minterest provides his insights on the crypto market and discusses DeFi trends, DeFi lending and how it compares to traditional models.

This Week in Crypto: Andre Neves, ZEBEDEE

Andre Neves, the CTO and co-founder of ZEBEDEE, talks about recent developments at the ZEBEDEE as well as the launch of the Lightning Address.

This Week in Crypto - Cmorq

Hossein Azari, the founder and CEO of CMORQ, a defi app with no fees, and Sara Nemati, the director of Arts and NFTs at CMORQ, discuss the industry’s pinnacles in 2021 and talk about what we can expect in 2022.

This Week in Crypto: Jason Desimone -January 6 2021

Jason Desimone, head of blockchain at Ubik Group, discusses his latest project and his predictions for the future of cryptocurrency.

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.

Understanding Your Pension Payout Options

Although pensions are becoming less common as an employer benefit, those who are fortunate to have one should make sure to thoroughly understand all the options before deciding how to receive their pension payment. Amy Shepard, CFP, RMA with Sensible Money, explains.

Unexpected Inflation and Real Stock Returns

Are stocks a good hedge against inflation? Massi De Santis, Ph.D., CFP, with Desmo Wealth Advisors, discusses unexpected inflation and real stock returns.

How Inflation Can Affect Your Portfolio

Beau Kemp CFP, RMA of Sensible Money, explains how inflation affects your investment portfolio.

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: Is It Better to Save Early in the Year or Not?

Jeffrey Levine of Buckingham Wealth Partners explains why it's better to start saving early in the year.

Ask The Hammer: What Is A Restricted Application and How Can I Build That Into My Retirement Plan?

Jeffrey Levine of Buckingham Wealth Partners explains how Social Security's restricted application works and how to incorporate that strategy into a retirement plan.

Ask The Hammer: Is It Better to Save Early in the Year or Not?

Jeffrey Levine of Buckingham Wealth Partners explains why it's better to start saving early in the year.

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.

Ask The Hammer: How Will Rising Inflation and Interest Rates Affect My Portfolio?

Jeffrey Levine of Buckingham Strategic Wealth explains how rising inflation and interest rates will affect investment portfolios.

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.

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).

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

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

Understanding Your Pension Payout Options

Although pensions are becoming less common as an employer benefit, those who are fortunate to have one should make sure to thoroughly understand all the options before deciding how to receive their pension payment. Amy Shepard, CFP, RMA with Sensible Money, explains.

Everything You Need to Know About RMDs

What are required minimum distributions or RMDs? How do you calculate the RMD? Can you take the RMD from one account instead of separately from each account? Dana Anspach and and Julio Lopez-Brito of Sensible Money discuss in this video interview with Retirement Daily Editor Robert Powell everything you need to know about RMDs.

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 Is A Restricted Application and How Can I Build That Into My Retirement Plan?

Jeffrey Levine of Buckingham Wealth Partners explains how Social Security's restricted application works and how to incorporate that strategy into a retirement plan.

Everything You Need to Know About Social Security's GPO & WEP

Kurt Czarnowski of Czarnowski Consulting explains everything you need to know about Social Security's government pension offset (GPO) and windfall elimination provision (WEP).

Ultra High Net Worth Investors Needs

Tony Davidow, CIMA and author of Goals-Based Investing, discusses the issues and opportunities of ultra high net worth families with Jamie McLaughlin, CEO at J. H. McLaughlin & Co.

Ask The Hammer: How Will Rising Inflation and Interest Rates Affect My Portfolio?

Jeffrey Levine of Buckingham Strategic Wealth explains how rising inflation and interest rates will affect investment portfolios.

Avoiding Unnecessary Risk as a DIY Investor

Investing can be risky business. But you can minimize that risk by investing wisely. Hannah Szarszewski CFP, with Blue Mountain Financial Planning discusses ways to avoid unnecessary risks in your investment strategy.

Investing in a Fog of Uncertainty

Dan Kern, CFA CFP, Chief Investment Officer at TFC Financial discusses inflation, interest rates the current investment environment and some tips on protecting your assets.

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 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.

What to Do with Your 401(k) When Leaving Your Employer

Dana Anspach of Sensible Money explains what to do with your 401(k) when leaving your employer.

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 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).

What You Need to Know about Medicare Part D

Marcia Mandell RMA with Mandell Retirement Consulting discusses Medicare Part D.

Medicare’s Tricky Rules on HSAs After Age 65

Jae Oh, CFP, author of Maximize Your Medicare, explains how workers age 65 and older can still contribute to their HSA.

Large Capital Gains Distributions Could Adversely Affect APTC and IRMAA

Jae Oh, CFP, author of Maximize Your Medicare, explains how large capital gains distributions from mutual funds could adversely affect a taxpayer's advanced premium tax credit or income related monthly adjustment amount.

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.

Four Tips for Eating Well and Saving Money on Groceries

Amy Shepard CFP with Sensible Money, reviews 4 tips for eating well and saving money on groceries including meal planning, online grocery ordering and how to buy in bulk.

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.

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?

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.

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.