In this very special Christmas episode Mike welcomes his grandkids to the show and this one will tug on your heart strings!

We talk about what needs to be done by the end of the year and beginning of next to help minimize your tax burden.

On this episode, we’ll highlight and discuss year-end steps for your financial strategy and taxes.

In this show we talk about decision making, philosophies, and attitudes regarding investment choices and strategies. We have ideas that can be real difference makers as you work toward a solid retirement income plan.

In this episode we continue our discussion on transferring your wealth to your children and the baby boomer generation’s great wealth transfer.

During this show, we’ll discuss transferring your wealth to your children and the baby boomer generation’s great wealth transfer.

We talk about the out of control government spending and the US national debt and how it affects all of us.

In this episode Mike welcomes Jennifer Erickson, the director of Trotter House in Jasper. They discuss the important work the Trotter House does in the community.

In this very special episode we interview Jeff Parker of Jeff Parker and Company, a Bluegrass group that we enjoy. We also play a couple of their songs.

In this show we talk about more retirement expenses that many people fail to adequately prepare for before they retire. We also look at how to possibly solve these issues with wealth planning.