Episodes
Your wants/needs may vary over time
Episode: #18
Podcast Date: 4/19/2024
Published 04/19/24
This can be a challenge
Episode: #17
Podcast Date: 4/19/2024
Published 04/19/24
Mark and Jason discuss considerations on how to Live of of Your Money
Episode: #16
Podcast Date: 4/19/2024
Published 04/19/24
There are a variety of options
Episode: #14
Podcast Date: 4/19/2024
Published 04/19/24
Sal shares his background
Episode: #15
Podcast Date: 4/19/2024
Published 04/19/24
There are several facets to this
Episode: #13
Podcast Date: 4/19/2024
Published 04/19/24
Published 04/19/24
Mark shares some thoughts on the recent passing of his Father and his impact on his life
Episode: #11
Podcast Date: 2/20/2024
Published 02/21/24
For retirees, I think it is more important to miss out on growth to reduce stress and enjoy life.
Episode: #10
Podcast Date: 2/20/2024
Published 02/20/24
The core message of this book should be important to some.
Episode: #9
Podcast Date: 2/20/2024
Published 02/20/24
If you move, and it doesn’t work out and you move back, it doesn’t mean it was a mistake.
Episode: #8
Podcast Date: 2/20/2024
Published 02/20/24
Prepare now, make things easier later. Clarification at 5’04”-5’10”: The Surviving Spouse/Single Person might consider naming a charity as a beneficiary of their HSA.
Show Notes:
After the death of your spouse, by Mike Piper.
Managing a Windfall, from the Bogleheads Wikipedia.
Widow, by Lynn Caine
The Blue Binder, Rob Berger
Nerd’s Eye View post Michael Kitces
Episode: #7
Podcast Date: 2/13/2024
Published 02/13/24
Mark interviews David as he becomes an advisor at PlanVision.
Episode: #6
Podcast Date: 1/29/2024
Published 01/29/24
It’s a Good Feeling
Episode: #2
Podcast Date: 1/29/2024
Published 01/29/24
I Hope Not But I Have Concerns
Episode: #1
Podcast Date: 1/29/2024
Published 01/29/24
How Frequent Do These Things Need To Be?
Episode: #4
Podcast Date: 1/29/2024
Published 01/29/24
Though It May Feel Like It, There are Plenty Out There
Episode: #3
Podcast Date: 1/29/2024
Published 01/29/24
We Hope Our Clients Can Make Feel More Certain About Their Future
Episode: #5
Podcast Date: 1/29/2024
Published 01/29/24
When You are Ready To Move Forward
Episode: #191
Podcast Date: 12/21/2023
Published 12/21/23
Is The One That Reduces Your Stress
Episode: #191
Podcast Date: 12/21/2023
Published 12/21/23
Financial Success is More Than Luck
Episode: #190
Podcast Date: 12/21/2023
Published 12/21/23
A short list of tax ideas for the end of the year.
Episode: #189
Podcast Date: 11/30/2023
Published 12/01/23
Striving For This With PlanVision
Episode: #188
Podcast Date: 11/20/2023
Published 11/20/23
When You Can Still Work But Don’t Need To Save Anymore
Episode: #187
Podcast Date: 11/20/2023
Published 11/20/23
Quest For The Perfect Plan
Episode: #186
Podcast Date: 11/20/2023
Published 11/20/23
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