Planning for, or already enjoying, your retirement? This is the show for you. The success of your r
In today's encore episode, we're talking about how to avoid the six most common Social Security mist
Another special encore episode just in time for year end. Managing taxes in retirement may have a gr
Today we're bringing back a fan favorite from 2022. The Fine Print of Beneficiary Designations. This
Today we're bringing back one of our most downloaded episodes: The Three Reasons for Roth Conversion
In today's episode, we discuss an eye-opening study from Vanguard, a leader in the DIY investing spa
In 2021, the Corporate Transparency Act (CTA) was enacted with the goal of unveiling hidden ownershi
In this episode, we open the phone lines and talk directly with our listeners to answer their burnin
For countless retirees, the greatest challenge isn't saving money, but spending it. After years of d
In today's episode, Devin and John answer a few questions from listener's voicemails! Join us as we
In this episode, we dive into the real worth of a financial advisor. If they're only offering invest
In this episode, John dives deep into the intricacies of charging orders for LLCs. If you own an LLC
Is it possible that Roth IRAs will be taxable in the future? Could they change the rules and start
In this episode, we dive into the recent IRS revenue ruling that has the financial and estate planni
In today's episode, Devin and John answer a few questions from listener's voicemails. Here's a glimp
In today's episode, Devin answers some of the most common questions he receives. What's
Loaning money to family and friends can be seen as a generous act when they're caught in a financial
Description: In this episode we dive into a recent eye-opening report from the Center for Retirement
In this episode we tackle the topic of Indexed Universal Life Insurance (IUL), a product often peddl
