Episodios

  • The Independence Plan

    The Independence Plan
    Jul 5 2025
    Join us as we demystify investing, budgeting, and wealth creation, offering actionable strategies for every stage of your financial journey. Tune in to gain the knowledge and confidence you need to take control of your money and achieve true financial independence.
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  • Are You Ready to Live to 100?

    Are You Ready to Live to 100?
    Jun 28 2025
    This week, we dive into the fascinating world of longevity and its surprising impact on your financial plans. Join us as we explore how a potentially longer lifespan changes the game for retirement savings, healthcare costs, and even intergenerational wealth transfer. Discover actionable strategies to ensure your money lasts as long as you do, no matter how many candles are on your centennial cake.
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  • What's Actually In The Big Beautiful Bill?

    What's Actually In The Big Beautiful Bill?
    Jun 14 2025
    This week, we dive deep into the recently passed omnibus spending bill, dissecting the key provisions that will impact your wallet and the broader economy. We'll break down the allocations for infrastructure, social programs, and tax implications, revealing what truly made it into the "big beautiful bill" and what was left on the cutting room floor. Join us as we uncover the hidden details and discuss the real-world consequences of this monumental piece of legislation.
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  • Top Retirement Concerns for 2025

    Top Retirement Concerns for 2025
    May 10 2025
    In this episode we focus in on the top retirement and retirement planning concerns that people have. We talk about strategies to deal with these concerns and the importance of planning.
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  • Knives Out - Legacy Planning

    Knives Out - Legacy Planning
    May 3 2025
    If you want to preserve family harmony after you are gone, you need to have a legacy plan. We talk about the importance and the details you will need to know.
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  • Let'

    Let'
    Apr 19 2025
    In this episode we discuss the importance of tax planning for the future.
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  • Your Retirement Money in the Markets

    Your Retirement Money in the Markets
    Apr 5 2025
    In this episode, we dive deep into navigating the turbulent waters of the stock market with your retirement savings. We'll explore strategies for balancing risk and reward, and discuss how to build a portfolio that can weather market fluctuations while still aiming for long-term growth. Finally, we'll cover essential tips for rebalancing and staying informed, ensuring your retirement stays on track.
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  • Planning Not Panic

    Planning Not Panic
    Mar 22 2025
    In this episode Travis talks about the importance of planning instead of panic in dealing with market volatility and uncertainty.
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