On this week’s show Dave and Steve discuss QCDs and LTC. What is a QCD you ask? Qualified Charitable Distributions allow you to donate required minimum distributions to a charity to reduce your adjusted gross income. As always, Dave provides insight into the ever changing landscape of Long Term Care insurance. Last, but not least, Dave and Steve continue their Redskin predictions trying to get back into the win column.

There has been one question on the top of everyone's mind with regards to their portfolio: How will the upcoming election affect my investments? While no one knows the answer, we can use history as a guide. Dave and Steve take a closer look at historical returns based on who controls the White House, House and Senate.

On this week's episode of Plan for Life Now, Dave and Steve discuss football legend Sam Huff. His public and painful battle with dementia has led to difficult choices for his family members. They also touch on social security claiming and the advice you receive from the Social Security administration.

In this week’s episode Dave and Steve renew their tradition of picking the Redskins games. They also revisit the upcoming deadline for people holding the Federal Long Term Care insurance plan. In addition, they tackle the recent news of the Wells Fargo settlement for opening fake accounts. What types of conflicts of interest can exist between an advisor and their client? How can you attempt to minimize these conflicts?

In this week's episode of Plan for Life Now, Dave and Steve explore the psychology of the investor. What are investors thinking and feeling right now? What psychological mistakes are we all hardwired to make when it comes to investing? And most important of all, how can we avoid making these in our own retirement plan.

In this episode Dave and Steve discuss the upcoming price increase for the Federal Long Term Care Insurance plan. With an average increase of 83%, Dave discusses the options to modify you policy while still keeping your price reasonable.

On this week’s podcast Dave and Steve talk about Dave’s torn calf muscle and how it relates to financial planning. They also discuss the “4% rule” and Dave shares his thoughts on why a “cookie cutter” approach to your investments doesn’t make sense.

In their first podcast Dave and Steve discuss life after the radio show on WMAL. They also tackle the tough issue of the day, Brexit, and how to deal with this in your retirement plan.

Dave and Steve's last WMAL show. What's next for them?

Dave and Steve's last WMAL show. What's next for them?