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?
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.
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.
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.
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.
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.
Haley Tolitsky, CFP with Cooke Capital, joins Hannah Sammut to discuss four effective ways to boost your income.
The Hammer, Jeffrey Levine, discusses unemployment compensation.
Jeffrey Levine of Buckingham Wealth Partners explains how Social Security's restricted application works and how to incorporate that strategy into a retirement plan.
Jeffrey Levine of Buckingham Wealth Partners explains why it's better to start saving early in the year.
Jeffrey Levine of Buckingham Wealth Partners explains how business owners can sidestep the $10,000 cap on state and local tax deductions.
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.
Lee Baker welcomes real estate professional Franmicka Ford of The Ford Group to the show. Franmicka offers some advice on buying real estate.
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).
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).
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.
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, joins Hannah Sammut to discuss four effective ways to boost your income.
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.
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, explains how different age couples should think about enrolling in Medicare versus other health insurance options.
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).
Marcia Mandell RMA with Mandell Retirement Consulting discusses Medicare Part D.
Jae Oh, CFP, author of Maximize Your Medicare, explains how workers age 65 and older can still contribute to their HSA.
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.