Episodes

Saturday May 28, 2022
Saturday May 28, 2022
Many potential investors talk about stocks and bonds. Bonds and stocks. But there are more than two asset classes! And the REITs is one we're going to break down for you in today's episode.Originally aired 5/25/2020

Saturday May 21, 2022
Saturday May 21, 2022
We can't make a lot of guarantees in our industry, but the one guarantee we can make is that market volatility will happen. It's normal. And while it can seem like the end of the world, it's not! And today we're talking about ways to benefit from these downturns.Originally aired 5/18/2022

Saturday May 14, 2022
Saturday May 14, 2022
Spring is here! Full of storms and pollen. But also cleaning! We're starting the show today with a look into what's going on with the markets and then pulling out the broom and dustpan to help you tidy up your financial house.Originally aired 5/11/2022

Saturday May 07, 2022
Saturday May 07, 2022
Small businesses of 500 employees or fewer make up 99.9% of all U.S. businesses and 99.7% of firms with paid employees. That's a BIG deal! If you're a small business owner, you’ve put in a lot of blood, sweat, and tears to build your business, and we’re all better off for it! This week we're discussing unique challenges (and solutions!) for business owners trying to secure the future retirement they deserve!Originally aired 5/4/2020

Saturday Apr 30, 2022
Saturday Apr 30, 2022
If you've tried putting together a puzzle only to find that it was missing a piece, it can be the most frustrating thing! What if you get to retirement and realize there are pieces missing? Today we're going over four pieces that you don't want to miss on the road to retirement.Originally aired 4/27/2022

Saturday Apr 23, 2022
Saturday Apr 23, 2022
Many Americans live paycheck to paycheck, worrying if there's going to be more month left than money. If you're one who is living with no financial margin, we want to give you some ways to break out of that cycle so you can build toward financial independence!Originally aired 4/20/2022

Saturday Apr 16, 2022
Saturday Apr 16, 2022
While there's no such thing as free money, getting a refund check that’s worth a couple of thousand dollars can sure feel like it! We know this show is called what to do with your tax return, but we'll also be covering some of the worst things to do with your refund! Catch the straight talk on finance, investing, and how to make the most of your return this year.Originally aired 4/13/2022

Saturday Apr 09, 2022
Saturday Apr 09, 2022
April Fool's Day has come and gone and today we want to give you three things to avoid so that your money doesn't make a fool out of you! We're also joined once again by Ryan Detrick, Chief Market Strategist with LPL Financial, for an update on the markets, what's coming down the pike, and his best April Fool's prank.Originally aired 4/6/2022

Saturday Apr 02, 2022
Saturday Apr 02, 2022
In the world of finances and investments, there is a lot of industry jargon that gets bandied about. But what does it all mean? Today we're talking about QCDs (Qualified Charitable Distributions). What are they? And how can they benefit YOU at the same time as benefitting others?Originally aired 3/30/2022

Saturday Mar 26, 2022
Saturday Mar 26, 2022
Whether your kids are grown, are working their way there, or are some distant idea in the future, it’s safe for us to assume that you want to lay the groundwork and provide a foundation for them to succeed. So, this begs the question: how can you help set up the next generation to win financially?Originally aired 3/23/2022


