MAKING THE MOST OF TIME Podcast
1) Thank You – Pause in Episodes
First, thank you for listening! I appreciate you listening along. After a year of podcasting, I’ve decided to take a pause. I’m focusing more of my effort on my blog and newsletter going forward until...Show More
2) How to Talk to Adult Kids About Money and Inheritances
I’ve heard and seen many families make mistakes about inheritances, estate plans, and talking about money. Unfortunately, money is a taboo topic in most families. Let’s talk openly about how you can...Show More
3) How to Optimize Social Security Survivor Benefits as a Widow
Deciding how to claim Social Security survivor benefits as a widow could be a decision worth hundreds of thousands of dollars. Learning what benefits are available to you and how to optimize them are...Show More
4) Is Long-Term Care Insurance Worth It?
How to plan for long-term care and whether to purchase long-term care insurance is a difficult decision. The costs of long-term care is expense. Listen to hear about the different types of long-term c...Show More
5) Tax-Loss Harvesting – Rules and Examples of a Year-Round Strategy
Tax-loss harvesting can be a powerful strategy to reduce taxes and defer them. You can hear more about how to do tax-loss harvesting, the benefits, and risks. Learn about examples of where you can use...Show More
6) The Negative Effects of Caregiving
Caregiving can come with positive effects, but it often has negative effects. From the emotional, physical, financial, and relationship effects, caregiving impacts many areas of life. Let’s talk about...Show More
7) Aging in Place – Costs and Factors to Consider
Aging in place is often the default option people think of when they think about where they want to live as they age. For some people, it’s not the best decision. There are many costs ... Read more
8) Qualified Charitable Distributions (QCDs) – Tax-Efficient Charitable Giving
Qualified charitable distributions (QCDs) are a powerful giving tool to potentially help reduce your adjusted gross income and the amount of tax you pay. For those who are charitably inclined and givi...Show More
Qualified Charitable Distributions (QCDs) – Tax-Efficient Charitable Giving
14:12 | Jan 16th, 2023
9) 4 Ways to Help a Widow
Many people are unsure how to help a widow. The loss and grief can be uncomfortable. We aren’t taught what to say or how to help. Listen for 4 ways to help. I’ll offer specific ... Read more
10) Do I Need International Stocks?
After a strong decade in US stock market returns, many investors find themselves asking, “Do I need international stocks?” Let’s look at the historical data and why it may be prudent to include intern...Show More