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Jun 12, 2019

Welcome to episode #20 of the fiscal blueprint. Today we are going to continue our Q&A session with two questions that on the surface don’t appear to be related but actually are… because of the human brain!

The 1st question has to do with Scams on seniors, the second has to do with expected market returns.

But...


Jun 6, 2019

(1:00) Disclaimer: Please do not take advice from me on this show. As a licensed Fiduciary I am only allowed to give advice to clients. Unless you’re a client I can’t give you advice because I don’t know you. Think of this as helpful hints and education only! And please, before implementing any information or...


May 15, 2019

Episode 18: Q&A- RMD’s, Taxes in Delaware, Social Security & More!

So today we are going to answer some listener questions on a variety of topics. We will try to get to 2 or 3 questions on today’s show. I personally love the Q&A shows because we can get into a variety of topics like SS, taxes in...


May 9, 2019

Episode 17: Q&A- High Frequency Trading & More!

Today we are going to answer some listener questions on a variety of topics. We will try to get to 2 or 3 questions on today’s show. I personally love the Q&A shows because we can get into a variety of topics like Social Security, taxes in retirement, investment...


Apr 3, 2019

Episode 16: Taxes in Retirement (Continued)

In this 4-part series on taxes in retirement we have been highlighting the concepts of Author David McKnight’s bestselling book titled “The Power of Zero” and his follow-up book “Look before you LIRP”

On this week’s show, we are going to finish up our discussion...