Americans Urged to Watch Out for Tax Scams During the Pandemic, Ep #227
Tax scams are as old as taxes themselves, so are you doing everything you can do to avoid them? In...
Read MoreA “Gold IRA” and a $300,000 Tax Mistake… Ep #226
Do you have gold as a part of your investment portfolio? Several years ago there were loads of...
Read MoreMy Favorite Retirement Resources for 2022 & How Generosity Changes Your Brain, Ep # 225
You may have noticed how the spirit of giving changed your mood this holiday season. That is...
Read MoreCould Living Abroad Save You Money? with Tim Leffel [Rebroadcast]
Would you want to raise your standard of living for half of what you live on now? Tim Leffel did,...
Read MoreFidelity & Schwab Donors Set Record for Charitable Giving in Response to Pandemic [Rebroadcast]
Despite the economic downturn, 2020 turned out to be a fantastic year for charitable giving. In...
Read MoreSummer Travel Series: Travel Hacking with Lee Huffman [Rebroadcast]
We’ve all been sitting at home for the past year and now everyone is getting the travel bug....
Read MorePlanning Multi-Generational Disney Trips with Lou Mongello [Rebroadcast]
What is the number one travel goal for people approaching retirement? Disney! People young and old...
Read MoreBucket List Travel on Any Budget with Danielle Desir [Rebroadcast]
Since travel is on many soon-to-be retirees’ must-do lists I have created this summer travel...
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