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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
FAQs about Making Finances Easier:How many episodes does Making Finances Easier have?The podcast currently has 59 episodes available.
April 09, 2023Medicare Part 2 | Original Medicare and Advantage PlansDescription: Bruce and Garrett discuss how to simplify the Medicare sign-up process of Original Medicare or an Advantage Plan and how those Medicare TV Commercials you see work....more24minPlay
April 02, 2023Making Medicare Parts A and B EasierWhether you're still working or not, knowing the best time to file for Medicare Parts A and B is a tall order. Bruce Landis joins us this morning to give tips on how to do that the right way....more24minPlay
March 26, 2023Navigating Banking and Inflation HeadlinesPaul and Garrett weigh in the Federal Reserve possibly raising interest rates this week and the opportunities available to you to invest your money in the short and long term....more24minPlay
March 19, 2023SVB and Banking HeadlinesPaul and Garrett discuss the banking issues that have filled the headlines in early March 2023 and how diversifying financial risk is a valuable component to good financial planning....more24minPlay
March 12, 2023How To Optimize Cash In A High Interest Rate EnvironmentPaul and Garrett discuss the different options available to investors on the safer parts of their portfolios and cash. From Checkings and Savings Accounts all the way up to Laddered Bond Funds and MYGAs....more24minPlay
March 05, 2023Making Prior Year IRA ContributionsPaul and Garrett discuss a recent legislative issue on Student Loans and some proactive tax planning techniques to take reduce your prior year tax liabilities....more24minPlay
February 26, 2023Understanding Long-Term Disability InsurancePaul and Garrett discuss Long-Term Disability insurance and how it fits into a financial plan....more24minPlay
February 19, 2023The Debt Limit and Client ConversationsPaul and Garrett weigh on the current Debt Limit conversation and how what people think we do as advisors, might be different than what they expect....more24minPlay
February 12, 2023How to Prepare for Long-term CarePaul and Bruce take another round of discussing Long-Term Care insurance and how it fits into a retirement plan....more24minPlay
February 05, 2023How to plan for long-term carePaul, Bruce and Garrett discuss how to financially plan for the cost of extended care....more24minPlay
FAQs about Making Finances Easier:How many episodes does Making Finances Easier have?The podcast currently has 59 episodes available.