While we move into our new recording studio, and with all the new listeners coming on board, we are replaying an episode from 6 months ago: The Tatoo Factor and Predictions that Didn't Happen Devin shared some examples of pretty …
Devin talks about good reasons to file for Social Security at age 62. Every situation is different, and some folks will benefit more if they file later, but there are many people for whom it makes sense to file early: …
Devin and John welcome Brandon Renfro to talk about Real Estate Investment Trusts (REIT). A REIT is a packaged investment product, like a mutual fund, that is invested in real estate related assets. There are a couple of different types …
What is an "independent student" on the FAFSA? Find out here....
Crisis Planing
What is the right way to qualify for Medicaid for long-term care expenses? Listen in as John and Devin discuss Medicaid eligibility factors, non-countable assets, and what - if anything - needs to be done with assets now to possibly …
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 the next 10 years. It started on the 1st day of January 2008, and was …
This idea of dividends sounds good, but chasing yield often ends badly. Dividends aren't guaranteed, but having the right balance for your situation can benefit you when it comes to dividend-paying stocks. Learn what a dividend is and what to …
Is a credit score important while you’re in retirement? That depends on your situation. For some people, maintaining good credit can continue to be valuable. For others, who won’t be doing anything that requires credit, there’s no need consider...
Managing your retirement savings can require a lot of knowledge and decisions. Lots of folks don’t want to worry about which funds to be invested in, and what asset allocation is best for them. If that sounds like you, a …
Devin and John are joined by Roger Whitney, founder of the and author of the recently released book, . For more information, visit the show notes at
Devin and John explore one popular alternatives to traditional health insurance: health care sharing arrangements. John has about 20 employees, and he provides health insurance to the employees (but not the families.) This is a high-deductible plan,...
David Stein, host of the Money For The Rest of Us podcast, will explain the importance of trade, and how the trade, and trade wars, might impact you and your retirement. For more information, visit the show notes at
Devin brings on special guest Andrew Comstock to talk about what's going on in the market and what we can expect moving forward
The Census Bureau has announced that by 2030, senior citizens (65 and older) will outnumber people aged 18 and under. What will this mean for health care costs and the security of pension plans? John and Devin also talk about …
Each month or so, Devin and John devote an episode to answering listener questions. This week, they’ve picked two great questions submitted by listeners like you. Devin answered this question: “Is this a good time to invest?” John tackled the...
Not all accountants are created equal. Some are just document processors. They get you in, do your return and send you on your way. Advice? Ha! Others actually care enough to ask the important questions and give you guidance that …
You’ve probably heard the Biblical account of Jacob & Esau. Hidden within this story is a powerful lesson about estate planning that is still overlooked today. For more information, visit the show notes at
As you approach your 60s, the hot question becomes, “When should I file for Social Security?” It’s an easy question, right? You just figure out when you’re going to die, and then do the math. Unfortunately, the world doesn’t work …
Should I buy long-term care insurance? Should I keep the long-term care insurance I already have? These are important questions, and there are no easy answers. Long-term care is expensive, but long-term care insurance is also expensive. When you start...
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 types of fees you might be paying, and how you can figure out what they are. For …
One in three people will eventually have some type of dementia. By the time you reach age 80, your chances of having Alzheimer’s is about about 50%, meaning that it’s very likely for at least one spouse in an older …
Looking at changes from the investment perspective: The change in the environment of shopping may impact your investments. Investment in these new technologies may provide solid returns. On the other hand, investments in physical retailers and certain...
“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 Questions" episode. Then John answers a question about leaving an inheritance to someone who may face …