Behavioral Economics, and How it Affects Your Financial Decisions Revisited
Episode 306 – Behavioral economics has become a buzzword over the last few years. But understanding its role in making financial decisions can lead to a better outcome.
Business Succession Planning Needed More Now Than Ever
Episode 305 – It has never been a more important time to consider business succession planning for small business owners to ensure that their financial security, retirement and family legacy plans are fulfilled.
Connecting the Dots: Using Life Insurance With Social Security
Episode 304 – Even when you optimize your Social Security claiming strategy, there are still going to be problems that need fixing. Life insurance can be the perfect tool to address some of the shortcomings that Social Security creates.
Does It Make Sense to Give Money to Your Kids While You’re Still Living?
Episode 303 – “Accelerated inheritance” is a new term for an old idea: giving assets to your kids while you’re still living, rather than waiting until you die. But does it work?
Nine Thoughts on Divorce and Finance
Episode 302 – Is divorce ever easy? Almost never. And the financial aspects can be especially tricky. Here are 9 thoughts that may help you weather the storm.