Navigating an inheritance can be a complex and emotional journey, often leaving people unsure of what to do first. This episode provides a clear roadmap for managing a financial windfall, from the initial steps of securing the funds to creating a thoughtful long-term strategy. We'll cover key considerations like paying off debt, understanding tax implications, and making smart investment decisions to honor your loved one's legacy.

Don't wait until the last 2 months of the year...get that year-end financial checklist done now! In this episode we talk about what should be on your BEFORE the year-end financial checklist.

This episode breaks down the complex and far-reaching impacts of the newly passed "One Big Beautiful Bill." We'll simplify the key provisions, explaining how this landmark legislation will directly affect everything from your taxes to your investment portfolio. Join us for a clear and concise analysis of what this bill means for your financial future.

Join us for a comprehensive "First Half Review of 2025" as we break down the major financial events and market trends that shaped the first six months of the year. We'll analyze what happened, why it matters, and what actionable insights you can glean from this period. Tune in to discover strategies and perspectives that will empower you to finish the year strong and achieve your financial goals.

Keith Gangl joins to dive into the often-overlooked benefits of investing within tax-advantaged accounts. We'll break down the differences between various account types like 401(k)s, IRAs, and HSAs, and explain how each can shield your investments from taxes. Tune in to learn practical strategies for maximizing your returns by minimizing your tax burden.

We break down the key factors that influence your personal retirement savings goal. We'll explore how considering your desired lifestyle, anticipated expenses, and potential income streams can help you pinpoint that crucial number. Tune in to learn practical steps for calculating your own retirement number and building a confident plan for your future.

We discuss the hidden costs of delaying your financial planning. Discover how putting off seemingly small decisions can snowball into significant setbacks for your future. Learn actionable strategies to overcome inertia and start taking control of your money today, not tomorrow.

Navigating your Required Minimum Distributions (RMDs) can feel like a maze, but we're here to light the way. This week, we break down exactly what RMDs are, when you need to start taking them from your retirement accounts, and how they're calculated. We'll also explore strategies to potentially minimize their impact and make the most of your hard-earned savings in retirement.

Ready to unlock a powerful retirement savings strategy? This week, we dive deep into the Backdoor Roth IRA, explaining who it's for and the crucial steps to execute it correctly. Learn how high-income earners can bypass traditional Roth IRA limitations and potentially enjoy tax-free growth in retirement.

Curious about your chances of stock market gains? This episode of [Podcast Name] dives into the historical probabilities of achieving positive returns across various investment timeframes. We analyze data to reveal how your holding period significantly impacts the odds and discuss strategies for maximizing your likelihood of success in the market.