Learn about capital gains tax, how it can cause a surprise tax bill, and which important documents you need to keep regarding investments and real estate transactions.

Inflation & What to DO About it

Last minute tax moves you can still make. Plus details on IRA and Roth IRA mechanics.

Kevin & Allison take caller's questions on reverse mortgages, gifting rules, roth conversions and more.

Kevin & Allison continue the conversation from the last show about estate planning and the best assets to inherit.

Kevin & Allison discuss estate planning and the best assets to inherit.

Kevin & Allison delve into the psychology behind investing and the worst investment decisions.

Get your finances in shape for 2022! Detox from debt, start healthy savings habits, and get your investments working for you.

In the season of giving, Kevin & Allison talk about the rules and misconceptions of gifting, charitable donation strategies and required minimum distribution basics.

Kevin & Allison cover retirement missteps to watch out for and answer caller questions about retirement plan distributions, investing in gold & silver, and planning for an early retirement.