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PODCAST EPISODE 215: Risky Zillow, Risky Crypto and Why do they hate ROTH?

Date November 17, 2021

EPISODE SUMMARY Topics Covered: Viral TikTok video accuses Zillow and others of manipulating the housing market. Here’s what’s really going on(By MarketWatch) A cryptocurrency inspired by ‘Squid Game’ crashes. The industry has questions.(By New York Times) Why You Should Ditch…

Podcast

PODCAST EPISODE 214: 401(k) Stolen, Family Tries to Kill Father

Date November 10, 2021

EPISODE SUMMARY Topics Covered:Gilbert man groomed, then scammed out of entire 401(k)(By AZFamily.com) This Darkly Humorous Life Insurance Ad Has the Best Legal Disclaimer in Ad History(By Adweek.com) Five Questions to Ask if You Are Named Executor of an Estate(By…

Podcast

PODCAST EPISODE 213: Are you taking Social Security at the right time?

Date November 3, 2021

EPISODE SUMMARY Topics Covered in Today’s Episode: Here’s Exactly How to Optimize for the $3,895 Social Security Monthly Max (By The Motley Fool) WHAT WAS COVERED 00:00 – Paul welcomes listeners. 02:00 – Covering the topics of the day. 03:00…

Podcast

PODCAST EPISODE 212: Celebrity Attorney Shares Estate Planning Horror Stories

Date October 27, 2021

EPISODE SUMMARY Topics Covered: Today we Welcome Our Guest Speaker: Alex Weingarten, Partner at Willkie Farr & Gallagher LLP Visit www.Willkie.com Or email Alex at [email protected] WHAT WAS COVERED 00:00 – Paul welcomes the show. 02:30 – What causes estate…

Podcast

PODCAST EPISODE 211: The 2021 Reconciliation Spending Bill & Its Impact on Your Retirement

Date October 20, 2021

EPISODE SUMMARY Topics Covered: Topics Covered in Today’s Episode:“CNN Article giving some detail to the spending set forth in the Bill”by CNN “Ways and Means releases list of tax provisions for budget bill”By Journal of Accountancy “House Democrats propose new…

Podcast

PODCAST EPISODE 210: Beyond Meat Stock Prices, Retirement Questions & Tax Traps

Date October 13, 2021

EPISODE SUMMARY Topics Covered: Should I Retire? 9 Exercises to Help You Decide if You Should Call It Quits The Stock Market Fails a Breathalyzer Beware of the Tax Traps in Retirement WHAT WAS COVERED 00:00 – Episode begins. 00:35…

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