Episodes

  • E248: How to Read a Fund Report – Understanding Key Investment Metrics

    E248: How to Read a Fund Report – Understanding Key Investment Metrics
    Feb 19 2025
    Investing in mutual funds and exchange-traded funds (ETFs) can be a great way to diversify your portfolio, but understanding fund reports is essential to making informed decisions. Fund reports contain a wealth of information about a fund’s performance, strategy, and costs, but they can be overwhelming if you're not familiar with the terminology.
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    9 mins
  • E247: When to Use a Credit Card Balance Transfer

    E247: When to Use a Credit Card Balance Transfer
    Feb 5 2025
    Timing is everything when it comes to balance transfers, and knowing when to use one is key to making the most of it. It can be a smart move for consolidating high-interest debt and speeding up your journey to being debt-free, but it's not a one-size-fits-all fix.
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    8 mins
  • E246: A Checklist of Documents for Filing Your 2024 Tax Return

    E246: A Checklist of Documents for Filing Your 2024 Tax Return
    Jan 29 2025
    As tax season approaches, staying organized can save you time, stress, and even money. To make filing your 2024 tax return easier, here’s a checklist of documents you may need, depending on your income sources, deductions, and tax credits.
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    8 mins
  • E245: How (And Why) to Communicate Your Estate Plan to Your Family

    E245: How (And Why) to Communicate Your Estate Plan to Your Family
    Jan 22 2025
    Estate planning isn’t just about organizing your assets or drafting a will. It’s about creating a roadmap that ensures your wishes are honored and your loved ones are cared for. Communicating your estate plan to your family is helpful for several reasons.
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    9 mins
  • E244: The Biggest Mistakes Made During Tax Season That Can Trigger IRS Audits

    E244: The Biggest Mistakes Made During Tax Season That Can Trigger IRS Audits
    Jan 15 2025
    Here are the biggest mistakes taxpayers make during tax season that can trigger IRS enforcement—and how you can avoid them.
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    10 mins
  • E243: My Three Words for 2025 – Setting Intentions for the New Year

    E243: My Three Words for 2025 – Setting Intentions for the New Year
    Jan 8 2025
    I love this exercise because it avoids the head trash that can result from the pass/fail nature of goal-setting. Don’t get me wrong, there is a time and place for setting goals. But for me, setting three words is much more effective when defining a theme for an entire year.
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    9 mins
  • E242: How to Create Retirement Income From Your Investments – Three Popular Strategies

    E242: How to Create Retirement Income From Your Investments – Three Popular Strategies
    Oct 30 2024
    Here’s a look at three common retirement income strategies—Systematic Withdrawals (Total Return with Rebalancing), the Bucket Strategy, and the Guardrails approach. Each one has its own strengths and challenges, depending on your goals, risk tolerance, and personal style.
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    23 mins
  • E241: Why Shouldn’t I Just Invest in the S&P 500?

    E241: Why Shouldn’t I Just Invest in the S&P 500?
    Oct 16 2024
    While the S&P 500 can be a great foundation for a portfolio, investing solely in this one segment of the market may not always be the best approach. We'll explore several reasons why relying solely on the S&P 500 might not be the ideal strategy.
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    10 mins