Episode 288 - A new study by AARP confirms what so many people have long suspected: Retirement insecurity is real. In fact, 20 percent of Americans over age 50 have no retirement savings at all.

Episode 287 - Business owners who have entity purchase or stock redemption buy-sell agreements need to consult with their insurance agents and attorneys immediately, to determine whether their situation is impacted by a recent U.S. Supreme Court decision known as Connelly.

Episode 286 - A recent study by the National Financial Educators Council (NFEC) reached a startling conclusion: The majority of high school age respondents received a failing grade when it came to basic financial literacy. What can be done about it?

Episode 285 - Once again, the IRS has come out with its “Dirty Dozen” tax scams. Don’t be a victim!

Episode 284 - Mistakes are commonly made on life insurance policy beneficiary designations. Life events also necessitate changes, which is why regular reviews are important. Here are 5 more of the most common mistakes.

Episode 283 - Mistakes are commonly made on life insurance policy beneficiary designations. Life events also necessitate changes, which is why regular reviews are important. Here are 5 of the 10 most common mistakes.

Episode 282 - The IRS, again, provides relief to individuals who inherited traditional IRAs and waives 2024 required minimum distributions for IRAs inherited in 2020 or later.

Episode 281 - If you’re married, do you rely solely on your spouse (particularly your husband) to make financial decisions? Don’t! Avoid the widowhood penalty!

Episode 280 - The death of O.J. Simpson in April raises a lot of questions. How much money did he really have? And where will it all go?

Episode 279 - Estate planning is the process of protecting your wealth and transferring a legacy to your heirs in the manner you wish. Everyone needs an estate plan regardless of wealth or lack of exposure to estate taxes.