Making Finances Easier

By Paul Cochran

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 s... more

· Business

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FAQs about Making Finances Easier:

How many episodes does Making Finances Easier have?

The podcast currently has 59 episodes available.

Making Finances Easier episodes:

August 27, 2023 Higher Bond Interest Higher Taxes
Paul and Garrett discuss a recent WSJ article highlighting the effect of higher prevailing bond interest rates and next year's tax return.
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25min
August 20, 2023 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.
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25min
August 13, 2023 Engineering & Financial Planning
Paul interviews Garrett on how his engineering degree has helped him in his everyday workings with clients.
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24min
August 06, 2023 Conservative Investors In 2023
Paul and Garrett discuss the semantics and practical out workings of being a conservative investor in 2023.
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25min
July 30, 2023 Medicare ABCD and Extended Care
Bruce and Garrett discuss some of the big timing events of Medicare and Extended Care as clients get closer to retirement.
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25min
July 23, 2023 Cybersecurity Issues
Paul and Garrett discuss common cybersecurity issues that come up with clients in retirement.
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25min
July 16, 2023 The Mysterious EE Bond
Garrett tells the story of his wife finding an EE bond from her grandmother.
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25min
July 09, 2023 Fixed Income is Back
Paul 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.
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25min
July 02, 2023 The Intricacies of Beneficiaries
Paul and Garrett discuss a particular area of estate planning that can often go overlook - beneficiary designations.
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25min
June 25, 2023 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.
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25min

FAQs about Making Finances Easier:

How many episodes does Making Finances Easier have?

The podcast currently has 59 episodes available.