Can You Afford College Education?

Pack your backpacks and hit the road because class is in session! With summer ending and school starting back up, we brought on Richard Polimeni, Chair of the College Savings Foundation, to crunch some numbers about the affordability of getting a higher education. Tune into this week’s episode to see how you may be able to make college more affordable! …

8 Dumb Decisions Smart People Make with Their Money

You could be the smartest person in the world or the dumbest – it doesn’t matter. According to Behavioral Economist Kerry Johnson, there are 8 mistakes almost everybody makes with their money, regardless of intelligence. Tune in to this week’s episode to see where your decisions line up! Listen to the show by clicking here

17 Mistakes Consumers Make

Maslow’s hierarchy of needs states that there are five basic needs that must be met before anything else – yet without realizing it, we often bend reality and stretch that five to 10, 12, or even 15. Simon Reilly, a coach and previous TED Talk Presenter, is on this week’s show to explain 17 mistakes that the average consumer makes. …

Opioid Overdose – Cheryl’s Story

The negative stigma for a drug addiction is so severe that all too often, people keep a personal or loved one’s addiction to themselves until it tears them apart, emotionally and financially. Cheryl Canzanella, a Financial Professional whose husband died from an overdose, is here to shed some light on the issue and share the things she has learned from …

What would happen if you weren’t around?

Who do you love? What would happen to them financially if you weren’t around? Tune in as Renowned Financial Speaker Larry Rybka explains how Life Insurance protects you and your loved ones, and what you can do to make sure you have the right plan for you! CLICK HERE TO START THE AUDIO INTERVIEW

Preparing for the Unimaginable

Did you know that of the top 10 causes of death, Alzheimer’s Disease falls at number 6? Nothing can prepare you for this treacherous battle, but Author of “My Two Elaines” Martin Schreiber walks us through what to expect and how he and his wife adjusted their lives when she was diagnosed. CLICK HERE TO LAUNCH THE AUDIO INTERVIEW

Roadmap to Retirement

Is your retirement roadmap determined by gossip and hearsay, or by math and science? Listen to our audio interview with Renowned Retirement Specialist Curtis Cloke as he highlights the differences between new and old strategies and how you might find the best route for you! CLICK HERE TO LAUNCH THE AUDIO INTERVIEW.

Make Your Life Less “Taxing” Audio Interview

How is the tax system set up and what’s the best way to save money on taxes? What will change if the proposed tax overhaul gets passed? Our guest Sandy Botkin, CPA, Attorney, Author, and CEO of the Tax Reduction Institute answers all these questions and more! CLICK HERE TO LISTEN TO THE SHOW.

Have You Had the Roth Conversion Conversation?

Have you had the Roth conversion conversation?  When weighing whether or not to move your IRA or employer plan assets to a Roth IRA there are crucial points to first consider. The “To Convert or NOT To Convert in 5 Easy Steps” white paper will outline five crucial steps you must consider.  After reading through these five steps, you will …

Monster TAX-FREE Roth Conversions – IRS Notice 2014-54

On September 18, 2014, the IRS released Notice 2014-54, Guidance on Allocation of After-Tax Amounts to Rollovers, which provides details on the taxation of various transactions when a client takes a distribution from their company retirement plan that contains both pre-tax and after-tax funds. Most importantly, the Notice definitively answers one of the most hotly debated questions in the retirement …