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Making Finances Easier
By Paul CochranBusiness
Making Finances Easier episodes
- Higher Bond Interest Higher TaxesPaul and Garrett discuss a recent WSJ article highlighting the effect of higher prevailing bond interest rates and next year's tax return.25 min
- Debt - Good or Bad?Paul and Garrett discuss the latest headlines revolving around the nation's debt and then switchover to how they think about debt with client households.25 min
- Engineering & Financial PlanningPaul interviews Garrett on how his engineering degree has helped him in his everyday workings with clients.24 min
- Conservative Investors In 2023Paul and Garrett discuss the semantics and practical out workings of being a conservative investor in 2023.25 min
- Medicare ABCD and Extended CareBruce and Garrett discuss some of the big timing events of Medicare and Extended Care as clients get closer to retirement.25 min
- Cybersecurity IssuesPaul and Garrett discuss common cybersecurity issues that come up with clients in retirement.25 min
- 25 min
- Fixed Income is BackPaul and Garrett discuss the necessity for investors to revisit their investment allocations if they have been leaning heavier in stocks for the past few years due to low interest rates.25 min
- The Intricacies of BeneficiariesPaul and Garrett discuss a particular area of estate planning that can often go overlook - beneficiary designations.25 min
- Aging and When To Get Help Managing Your Finances?Paul and Garrett discuss when clients age, even for DIY investors, there can be an appropriate time to bring in help so that a surviving spouse can have help.25 min
About Making Finances Easier
From the publisher's feed
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything…
suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.