Episodes

Feb. 26, 2018

#061: What’s The Best Age To File For Social Security

As you approach your 60s, the hot question becomes, “When should I file for Social Security?” It’s an easy question, right? You j…

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Feb. 19, 2018

#060: Should You Buy Long-Term Care Insurance?

Should I buy long-term care insurance? Should I keep the long-term care insurance I already have? These are important questions, …

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Feb. 12, 2018

#059: How Much Are You Paying For Your Investments?

How do you figure out how much money you're spending on your investments? In this week's episode, Devin and John talk about the t…

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Feb. 5, 2018

#058: Do You Need A Sexual Power of Attorney?

One in three people will eventually have some type of dementia. By the time you reach age 80, your chances of having Alzheimer’s …

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Jan. 29, 2018

#057: The Amazon Effect and What It Means For Your Retirement

Looking at changes from the investment perspective: The change in the environment of shopping may impact your investments. Invest…

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Jan. 22, 2018

#056: The Hidden Dangers of Leaving Inherited Property to your Heirs

“Do I get a step-up in the basis of a property that I inherited?” This is the first of two questions in today's "Listener Questio…

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Jan. 15, 2018

#055: A Serious Look at the Future of Social Security

Will Social Security be there when you retire? Devin and John agree that Social Security will still be there, but may be quite di…

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Jan. 8, 2018

#054: How To Have Your Best Year Ever

It’s that time of year, when you make great plans for the upcoming new year. Devin and John have a great plan to help you make 20…

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Jan. 1, 2018

#053: The Impact of Trump's Tax Reform

Now that the Tax Cuts and Jobs Act of 2017 has been signed into law by President Trump, we can plan to make changes in how we spe…

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Dec. 25, 2017

#052: Recent Predictions That Didn’t Happen, and The Tattoo Factor

If you listen to the news, you’ve probably heard some investment and financial planning industry folks make some wild predictions…

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Dec. 18, 2017

#051: Podcasting from a Volkswagen Superbeetle, with Couple Money and…

Recorded live at FinCon from a 1974 Volkswagon Superbeetle, Devin and John are joined with Roger Whitney, the Retirement Answer M…

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Dec. 11, 2017

#050: Can You Have Too Much Cash? and Planning For The Things You Hop…

Stacey’s financial advisor recommended 3-6 months of living expenses be in cash. She asks us how much she really needs. Ron from …

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Dec. 4, 2017

#049: How Millionaires Handle their Money, with Joe Saul-Sehy

People who are millionaires have respect for a dollar, and they cut expenses that don’t add value to their lives.  Joe Saul-Sehy …

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Nov. 27, 2017

#048: Steps To Take Before The End of The Year

Things You Should Do Before The End Of The Year: Charitable contributions Harvest Investment Gains and Losses Required Minimum D…

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Nov. 20, 2017

#047: The Trump Tax Plan

Congress is moving fast through the process of changing our tax code. There are still lots of details to be ironed out, but one o…

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Nov. 13, 2017

#046: Is A Reverse Mortgage Right For You?

A reverse mortgage is an agreement that a bank or other financial institution will loan you money against the value of the house,…

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Nov. 6, 2017

#045: Post-Retirement Work, and Social Security Disability Benefits

Devin and John explore the different ways that working can affect your Social Security benefit. Then John explains how and why a …

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Oct. 30, 2017

#044: Psychology, Passive Income, and Your Freedom Number With Clayto…

Clayton was shaped by the money experiences of his childhood, particularly his father’s job loss. After some financial challenges…

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Oct. 23, 2017

#043: Digging Deeper Into Medicare, and Donut Holes

Part 2 of a series about Medicare. This time Devin and John tackle the costs of Medicare Part B, then go into Medicare D (prescri…

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Oct. 16, 2017

#042: What Medicare Covers, and What It's Going To Cost

Understanding Medicare is an important part of your overall retirement planning, but it's so confusing and complicated! Devin and…

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Oct. 9, 2017

#041: Does Your Debt Die When You Do?

Devin and John answer listener questions you've sent in. Arlene wants to know what happens to her debts after she dies. John gues…

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Oct. 2, 2017

#040: Keeping it Simple with Doug Goldstein

Chess involved both strategy and psychology - much like investing! Doug Goldstein, author of RICH AS A KING: How the Wisdom of Ch…

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Sept. 25, 2017

#039: Planning Your Digital Afterlife

Most of us have a whole world of digital stuff out there, and some of it is important.  You need a plan for how your survivors wi…

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Sept. 18, 2017

#038: Protecting Your Assets From Lawsuits and Other Liabilities

If you've put together a little bit of money, or you have a regular stream of income, it's reasonable to be concerned about prote…

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