Mark is Power of Attorney for his 80 year old aunt and Successor Guardian for his cousin and they live together out of state. Mike answers Mark’s questions about his aunt’s investments as well as Mike’s recommendation about Mark’s aunt moving closer to Mark.

Is gold crushed for good or is it about to make a comeback?

Mike cautions Mary about the tax costs of getting her 401(k) as a direct payment. Also, when is the Net Unrealized Appreciation option for getting company stock a good idea?

Are large company stocks going to keep the lead or are small company stocks about to take off?

How to make your shopping trips much more cost effective–and still have fun! Mike’s wife, Cathy, shares her shopping “secrets”! Plus, should you buy a used or a new car? The answer may surprise you!

Mike talks about driverless cars and other encouraging news on the technology front.

Mike discusses the good and the bad on the current state of the economy.

Part II – Eddie Holland, CPA, CFP® joins Mike for a discussion on when to start taking Social Security retirement income.

Part I – Eddie Holland, CPA, CFP® joins Mike for a discussion on when to start taking Social Security retirement income.

What is the Consumer Price Index (CPI) and how is your personal inflation rate different?