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Feb 3, 2020

(1:40) Practical Planning Segment: This is a topic that obviously doesn’t appeal to a vast audience and YES, I guess I’m kind of a nerd and like to learn new things and find this stuff interesting. However, we can tell by the number of podcast downloads what shows are popular and what shows are not J and suffice it...


Jan 15, 2020

To continue our discussion of different legal structures for your business, today we are going to tackle partnerships. Have you ever been asked to join a business? Maybe you already have a business and are thinking about bringing on a new partner. There are a few things to consider: Taxes, liabilities, &...


Jan 7, 2020

Are you thinking about starting a business in 2020? Maybe you’ve had an idea for a long time and now you feel like you are finally ready to implement that idea. Maybe you recently retired from your field of expertise and are thinking about starting your own consulting business.

 

How you decide to structure your...


Dec 31, 2019

Episode 27: The SECURE Act

 

Welcome to our last podcast of 2019! The hot topic in the retirement planning community is the recent passage of the SECURE act.

 

So, on today’s episode, I am going to highlight some of the most important changes that will affect retirees moving forward. Make no bones about it! This is...


Dec 11, 2019

Today we are going to talk about establishing good habits. We’ll look at a study that tells us how long it takes to establish a good habit and then apply that to 7 habits of highly effective investors.

So, grab a note pad and pen and get ready to start taking some notes!

Please do not take advice from me on this show....