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Your Retirement Playbook

Apr 30, 2020

Today we talk about being a single parent during Covid 19. Also, what does it take to "upgrade" your budget, and how difficult legacy planning and gifting can be during these strange times.

Apr 23, 2020

Today we talk about how the CARE Act influences your 401k, as well as the best way to make a charitable gift during the middle of a crisis! We also cover how investment statements work and how to deal with beneficiaries who are NOT equal.

Apr 16, 2020

Today we talk about Roth Conversions, is it time for a financial upgrade, what is capitol loss harvesting, and what is the difference between a home equity line of credit and a home Loan...

Apr 9, 2020

Today we talk about the Care Act recently passed by the United States. We have experts on to talk about how business loans have changed, how student debt has changed, and how for the next few months at least... The financial world has turned upside down!

Apr 2, 2020

Today on Consider This Program we talk about Co-Signing, should you call your fiduciary if you find out from your doctor that you are not going to make it, and we cover the newest federal intervention as well as the recently passed stimulus package.