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?
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.
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.
Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains how spouses going through a divorce can discover and value various hidden marital assets, such as non-qualified deferred compensation plans and stock options.
Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains the pros and cons of buying stock in your employer’s competitors.
Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains the deadlines for contributing to various retirement accounts, including an individual retirement account or IRA, SEP-IRA and a solo 401(k).
Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains whether taxpayers can claim gambling losses on their taxes.
Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains the pros and cons of cashing out an IRA to pay off a mortgage.
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.
Chuck Robinson, from Sensible Money, discusses the role of Real Estate in Retirement Planning.
Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains the pros and cons of cashing out an IRA to pay off a 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).
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.
What is tax loss harvesting? How can it help you? Jae Oh, author of Maximize Your Medicare, explains tax loss harvesting.
Jae Oh, author of Maximize Your Medicare, reviews possible increases to health insurance premiums next year.
Jae Oh, author of Maximize Your Medicare, shares his thoughts on the Supreme Court decision on Medicare Advantage Carriers.
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).