Episodes
#084: The Backdoor Into the Beautiful Roth IRA
The big benefit of the Roth IRA is that you fund it with after-tax money and it grows tax free, and then when you take it out, it…
#083: The Beautiful Roth IRA
By the end of 2016, there was $660 BILLION dollars in Roth IRAs. So, lots of people are getting this right. Where you can get som…
#082: Is A Codicil A Good Way To Change Your Will?
Is there any value in doing your codicil in blood? A codicil is an amendment to a will. They can be used when there is a smaller …
#081: What Do All Those Advisor Designations Mean?
Many industries utilize a lot of different types of designations, and that's also true for financial advisors. What do they all m…
#080: Are Granny Cams Legal?
Listener Becky asks if it is legal to place a surveillance camera in the room of your loved one, specifically in grandma's nursin…
#079: Is It Ethical To Strategize To Use Government Benefits?
What are the the moral or ethical considerations of using strategies and loopholes to utilize government programs? Is this ethica…
#078: The Ridiculous Inaccuracy of Stock Market Predictions [Encore …
While we move into our new recording studio, and with all the new listeners coming on board, we are replaying an episode from 6 m…
#077: 5 Smart Reasons to FIle Early for Social Security
Devin talks about good reasons to file for Social Security at age 62. Every situation is different, and some folks will benefit m…
#076: What We Wish You Knew About REITs
Devin and John welcome Brandon Renfro to talk about Real Estate Investment Trusts (REIT). A REIT is a packaged investment product…
#075: Is This Cheating the FAFSA? - College Tuition Hacks You Didn't …
What is an "independent student" on the FAFSA? Find out here....
#074: The Right Way to Qualify for Medicaid for Long Term Care - Part…
Crisis Planing
#073: The RIGHT way to use Medicaid to pay for Long Term Care
What is the right way to qualify for Medicaid for long-term care expenses? Listen in as John and Devin discuss Medicaid eligibili…
#072: Should You Be Investing In Individual Stocks?
Warren Buffett made a bet, that came to be known as Buffett’s bet, that the S&P 500 would outperform any basket of hedge funds in…
#071: The Dangers of Chasing Dividends with Andrew Comstock
This idea of dividends sounds good, but chasing yield often ends badly. Dividends aren't guaranteed, but having the right balance…
#070: Does Your Credit Score Matter In Retirement?
Is a credit score important while you’re in retirement? That depends on your situation. For some people, maintaining good credit …
#069: Is A Target Date Fund Right For You?
Managing your retirement savings can require a lot of knowledge and decisions. Lots of folks don’t want to worry about which fund…
#068: Roger Whitney on Living Well Today While Planning For Tomorrow
Devin and John are joined by Roger Whitney, founder of the and author of the recently released book, . For more information, vis…
#067: Traditional Insurance vs. Health Sharing Arrangements
Devin and John explore one popular alternatives to traditional health insurance: health care sharing arrangements. John has about…
#066: Talking Trade Wars With David Stein
David Stein, host of the Money For The Rest of Us podcast, will explain the importance of trade, and how the trade, and trade war…
Market Update March 2018
Devin brings on special guest Andrew Comstock to talk about what's going on in the market and what we can expect moving forward
#065: How Facebook and the Aging Population Might Impact Your Retirem…
The Census Bureau has announced that by 2030, senior citizens (65 and older) will outnumber people aged 18 and under. What will t…
#064: Timing The Stock Market, and Protecting Social Security From Nu…
Each month or so, Devin and John devote an episode to answering listener questions. This week, they’ve picked two great questions…
#063: Hiring a Tax Advisor | Encore Presentation
Not all accountants are created equal. Some are just document processors. They get you in, do your return and send you on your wa…
#062: Jacob and Esau | Encore Presentation
You’ve probably heard the Biblical account of Jacob & Esau. Hidden within this story is a powerful lesson about estate planning t…