Archive for December 2018
Episode #6: Unhealthy Financial Foods
Even if you’re not a health nut, you probably know the dangers of empty calories. Learn the parallels between unhealthy foods and your portfolio.
Read MoreWhen a Family Member Dies
A financial checklist for the most difficult of times. The passing of a loved one irrevocably alters family life. After a death, there is so much to attend to; it is better to do it sooner rather than later. Here, then, is a list of what commonly needs to be looked after. Request copies of…
Read MoreEpisode #5: Taxes In Retirement
If you want to learn how to mitigate your tax burden in retirement, this is the podcast for you. Discover the impact taxes will have on your portfolio.Â
Read MoreEpisode #4: Cracking The Financial Code
There’s a lot of jargon out there in the financial world, and it can be confusing. David cracks the financial code and helps you learn the lingo.Â
Read MoreEpisode #3: Traditional Versus Roth
IRA accounts are useful tools, but you need to know which type is best for you. David explains the differences between Roth and traditional IRAs.Â
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