Topics include: 

• Convenience
• No timing the market
• Taking advantage of market swings

Dollar cost Averaging is a good strategy but it does not 100% ensure a profit or protect against a loss.

Guest: Harold "Buddy" Hartmann, CFP, CPA

Topics Discussed

• CPA Perspective
• CFP Perspective 
• Year end tax planning tips

Guest: Eric Lopkin, Founded the Modern Observer Group

Questions asked:

• What are challenges you have had that most entrepreneurs will have to deal with?
• What obstacles have you had to overcome that are unique to you?

www.elliottwealth.com
 

Topics include:

• Dow S&P 500 Index breaking the record for longest bull market
• Market Volatility
• The greatest market falls in history

Topics include:

• What are RMD's-Retirement Accounts?
• First distribution rules, how are RMDs calculated?
• Are there penalties? 
• How is formula applied to multiple accounts? 
• Options for the proceeds

www.elliottwealth.com 

Guest: Ann Babiarz, Life Coach

Guest: Mitchell Levy

Questions asked:

1. You use the phrase "Go forth and do Good",  What does that mean to you?
2. You also use the phrase "Think big but act small", what does that mean to you?
3. Can you describe the process of social selling?
4. What do you think about the explosion of podcast shows?
5. Who are some of your favorite authors?
6. You have written 59 books, which one is your favorite?
7. What did you learn about money growing up?
8. What money advice do you give to younger individuals you meet?
9. Do you aspire to retire?
10. What is something you splurge on?

Guests: Tom & Diane Stolz

Topics Include:

1. Current retirement
2. Retirement plan
3. Financial background
4. Thoughts & rules on money
5. New advice for younger generations