Avoiding a Conservatorship
Episode 350 – Conservatorships have been in the news quite a bit over the last few years. What exactly is it, and how do you avoid having to deal with one?
The Role of Optimism in Retirement Planning
Episode 349 – Being an optimist has been shown to increase your overall well-being. But in a recent article in Think Advisor, author Michael Finke suggests that optimism can also help with your retirement planning efforts.
Teaching Your Kids What You Wish You Had Learned With Hannah Kesler
Episode 348 – Are there things you wished you had learned about money when you were a kid? In today’s episode, special guest Hannah Kesler talks about some of her ideas on how to raise children to become financially savvy adults.
Are You an Independent Contractor?
Episode 347 – The U.S. Department of Labor’s constantly changing rules on classifying workers as either independent contractors or employees is creating confusion among employers. What’s the current status?
Does It Make Sense to Reject an Inheritance?
Episode 346 – Does it ever make sense to reject an inheritance? On some occasions, a “qualified disclaimer” can give you a chance to do the right thing, or to avoid a major headache.
Six Big Mistakes People Make with Their Wills Revisited
Episode 345 – Just having a will is not enough. You need to get the details right. Here are 6 big mistakes we see people making when they structure their wills.