Episode 180 – We’ve all heard stories of Thanksgiving dinners gone terribly wrong. The food is great, the mood is good, and everyone is happy to see each other. But it all goes terribly wrong when politics enters the room.
Episode 178 – The IRS issued SECURE Act proposed regulations earlier this year. The new rules, while not finalized yet, contain surprises that were not apparent at first glance, especially when it comes to RMDs.
Episode 177 – What exactly is “bank on yourself” and how does it work? In this podcast, we learn all the details you need to know from Regional Vice President Marty Smith.