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Your Life Your Money Level Up With Lee Ask Professor Milligan Cryptocurrency Ask The Hammer Managing Debt Financial Planning Real Estate Investing Retirement Investing Estate Planning Healthcare Saving Financial Aid

Your Life Your Money

Your Life Your Money : Introduction

Your Life Your Money : Introduction

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

Reimagine Retirement

Reimagine Retirement

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

Real Estate Investing

Real Estate Investing

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

Managing Debt

Managing Debt

Credit scores, good debt vs bad debt.

Ageless Aging

Ageless Aging

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

Ask Professor Milligan

What is a Yield Curve? Recessions Leading Indicator

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?

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?

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

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

Ask Professor Milligan: Earning Season

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

Cryptocurrency

This Week in Crypto - iVest Plus 6/22

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

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

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

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

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.

Ask The Hammer

4 Ways to Boost Your Income

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: Unemployment Comp & Social Security

Ask the Hammer: Unemployment Comp & Social Security

The Hammer, Jeffrey Levine, discusses unemployment compensation.

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

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?

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?

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.

Managing Debt

How to Split Expenses with Your Significant Other

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

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

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

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

Refinancing Your Mortgage

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

Real Estate Investing

Level Up With Lee: Buying Real Estate

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

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

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?

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.

Investing

4 Ways to Boost Your Income

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

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.

Understanding ESG

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.

New Pricing Models for Financial Advisors

New Pricing Models for Financial Advisors

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

Practical Application of Behavioral Finance for Financial Advisors

Practical Application of Behavioral Finance for Financial Advisors

Tony Davidow, CIMA and author of Goals-Based Investing interviews John Nersesian, CFP, CIMA, CPWA, CIS and Head of Advisor Education for PIMCO.

Estate Planning

Everyone Needs an Estate 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

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

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

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

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.

Healthcare

How Couples Should Think About Medicare and Health Insurance

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

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

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

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

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 Aid

College Funding Options - Parent Plus Loans

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

How to handle your student loans after graduation

Video Categories
  • Your Life Your Money
  • Level Up With Lee
  • Ask Professor Milligan
  • Cryptocurrency
  • Ask The Hammer
  • Managing Debt
  • Financial Planning
  • Real Estate Investing
  • Retirement
  • Investing
  • Estate Planning
  • Healthcare
  • Saving
  • Financial Aid
Featured Financial Experts
  • Peter Gantner
  • Professor Mike Milligan
  • Becca Craig
  • CJ Miller, CFP®, RMA®
  • Haley Tolitsky, CFP®
  • Dana Anspach, CFP®, RMA®
  • Jae W. Oh, MBA, CFP®, CLU®, ChFC®
  • Massi De Santis
  • Doug Buchan, CFP®
  • Kurt Wunderlich, CFA, CFP®
  • Lee Baker, CFP®
  • Robert Klein, CPA, PFS, CFP®, RICP®, CLTC®
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