This week we'll take your listener questions and discuss what to do with excess cash. Later on, we'll drop some financial truth bombs and then take a look back at past financial decisions. All that and more on Solving the Financial Puzzle.

This week we'll take your listener question and discuss the controversial topic of annuities. Later on we'll examine the financial lessons that can be learned from the childhood classic jigsaw puzzle. We'll also talk about some outdated financial rules, and In Tales From the Tax Side, we'll do our best to protect prepare you for tax threats that can seemingly come out of left field.

This week we'll take your listener question and discuss the controversial topic of annuities. Later on we'll examine the financial lessons that can be learned from the childhood classic jigsaw puzzle. We'll also talk about some outdated financial rules, and In Tales From the Tax Side, we'll do our best to protect prepare you for tax threats that can seemingly come out of left field.

This week we'll take your listener questions and discuss what you should be looking for in an advisor as you prepare to retire. Later on, we'll tackle the tough financial issues facing a spouse after they have lost a loved one as well as the difficult situations women often find themselves in during retirement. In Tales From the Tax Side, it's Harry Potter and the Deathly Tax Bill. Want to know how the Muggles' tax problems relate to the Wizarding World? Listen to find out.

This week we'll take your listener questions and discuss what you should be looking for in an advisor as you prepare to retire. Later on, we'll tackle the tough financial issues facing a spouse after they have lost a loved one as well as the difficult situations women often find themselves in during retirement. In Tales From the Tax Side, it's Harry Potter and the Deathly Tax Bill. Want to know how the Muggles' tax problems relate to the Wizarding World? Listen to find out.

This week we'll take your listener questions and discuss the pros and cons of buying bonds during this time of market volatility. Later on, we'll give you a brief history lesson on major market meltdowns and how they affected investment portfolios. Finally, in Tales from the Tax Side, we'll examine some interesting ways celebrity run-ins with the IRS. All that and more on Solving the Financial Puzzle.

This week we'll take your listener questions and discuss the pros and cons of buying bonds during this time of market volatility. Later on, we'll give you a brief history lesson on major market meltdowns and how they affected investment portfolios. Finally, in Tales from the Tax Side, we'll examine some interesting ways celebrity run-ins with the IRS. All that and more on Solving the Financial Puzzle.

Dan gets the week off for this show as Financial Coach Nikki Early steps in to educate us about the things people think they're doing right (but they're probably not). We'll also discuss financial profiling, important financial laws and answer your questions on the local listener line.

Dan gets the week off for this show as Financial Coach Nikki Early steps in to educate us about the things people think they're doing right (but they're probably not). We'll also discuss financial profiling, important financial laws and answer your questions on the local listener line.

This week we'll take your listener questions and discuss the dread of paying your debts before you retire. Later on, we'll take a look at forgotten financial accounts that could be re-purposed to use your money more efficiently. We'll also talk about people who despite their best intentions often give bad financial advice. Finally, in Tales from the Tax Side, learn how Muhammed Ali's estate might be in for a bout with the IRS.