Introduction to FinStream and Your life, your life money program.
The panel discusses reinventing retirement in the new normal and the challenges lower income people face.
Opportunities in real estate investing as populations relocate due to the pandemic.
Credit scores, good debt vs bad debt.
Systemic racism and the challenges minorities face in housing, nutrition, investing, saving.
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.
Professor Milligan discusses bonds, including treasury bonds, corporate bonds, municipal bonds, yields, safety and tax ramifications.
In this episode of Ask Professor Milligan, Professor Milligan answers the question: What is a Short Sale? Gamestop and AMC Theatres are reviewed.
Professor Milligan shares his ideas for where he looks to find stocks.
Professor Milligan answers the question: What is earning season and why should you care?
Tony Davidow, CIMA and author of Goals-Based Investing interviews Gary Bridgeman, CIMA about Diversity and Inclusion and his journey into financial planning.
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.
Tony Davidow, CIMA and author of Goals-Based Investing, discusses new pricing models for Financial Advisors with Christine Gaze, CIMA, Founder and President of Purpose Consulting Group
Tony Davidow, CIMA and author of Goals-Based Investing interviews John Nersesian, CFP, CIMA, CPWA, CIS and Head of Advisor Education for PIMCO.
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.
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
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.
Eric Chen, the CEO of Injective Labs, discusses his company's ecosystem and recent events in the world of cryptocurrency.
Will Cai, a co-founder and partner with Wilshire Phoenix, discuss his outlook for cryptocurrencies and NFTs.
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.
Jeffrey Levine, aka "The Hammer" answers questions about Trusts and transferring assets.
The Hammer reviews IRS RMD changes to the 10 year rule.
The Hammer reviews options for RMDs (Required Minimum Distributions).
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.
Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains how much you can make and still pay 0% in capital gains.
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.
Beau Kemp CFP, RMA of Sensible Money explains inflation, core inflation and excess inflation.
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.
Becca Craig, CFP with Buckingham Strategic Wealth discusses financial aid options for college funding including Parent Plus Loans.
Dana Anspach, CFP, RMA with Sensible Money discusses what to consider when evaluating whether or not to refinance your mortgage.
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.
Bill Harris from WH Cornerstone talks about his book "Inheriting Your Spouse's IRA."
Robert Klein, CPA with the Retirement Income Center discusses strategies for small business owners to reduce capital gains tax.
Martin Shenkman of Shenkman Law explains the changes to make to your estate plan because of COVID-19.
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.
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.
Jae Oh, author of Maximize Your Medicare, discusses what the end of Medicare's Annual Election on Dec. 7 means for beneficiaries.
Dr. Katy Votava, President of Goodcare.com, reviews Medigap and Tricare for Life.
Dr. Katy Votava, President of Goodcare.com, discusses optimizing Medicare for Military Veterans and Retirees.
James Paiva from Conformis reviews Medicare Deluxe Services.