On this week's show we're talking about great expectations in the financial world, plus what you need to know about predictable income in retirement. We'll answer your questions about the stress the recent market decline has caused you, life insurance concerns and how to get a tax free retirement. On Tales From The Tax Side we'll spin garbage into gold, sort of.

How do you decide what mutual fund to buy? What are the tax implications of a large windfall of money from the sale of a home? Can you plan your retirement all through a spreadsheet? We'll answer all those listener questions and tell you how to watch out for unscrupulous advisers. Plus, does Dan agree or disagree with some recent intriguing statements made by some high-profile folks in the financial world. And of course, we'll have Tales From The Tax Side this week, featuring The Alamo!

How do you decide what mutual fund to buy? What are the tax implications of a large windfall of money from the sale of a home? Can you plan your retirement all through a spreadsheet? We'll answer all those listener questions and tell you how to watch out for unscrupulous advisers. Plus, does Dan agree or disagree with some recent intriguing statements made by some high-profile folks in the financial world. And of course, we'll have Tales From The Tax Side this week, featuring The Alamo!

Our Humble Beer Podcast heads to its first-ever live event at Bearden Beer Market. In part one of their adventure, Chris & D.J. talk with Last Days of Autumn about their new brewery and talk with Blue Pants Brewing about some of the exciting changes and updates at their brewery.Note: Part Two, featuring Marty Velas of Fanatic Brewing will be out on February 2nd.

On this week's show we'll cover strategies for investing in a bear market and answer your questions about Roth conversions while you're unemployed and whether you should follow your broker's advice to "chill out." We'll talk in depth about why Wall Street makes things so complicated and Dan will bust some retirement planning myths. And don't miss Tales From The Tax Side this week... It features great quotes from Reagan, Nixon, Bush, Carter, Lincoln and Perot. And a bonus this week, find out how you can get Dan's free report "Tax Free Retirement".

On this week's show we'll cover strategies for investing in a bear market and answer your questions about Roth conversions while you're unemployed and whether you should follow your broker's advice to "chill out." We'll talk in depth about why Wall Street makes things so complicated and Dan will bust some retirement planning myths. And don't miss Tales From The Tax Side this week... It features great quotes from Reagan, Nixon, Bush, Carter, Lincoln and Perot. And a bonus this week, find out how you can get Dan's free report "Tax Free Retirement".

On this week's show we'll analyze the lies we tell ourselves and address some of the key planning tips for couples. We'll answer your questions about putting your kids on the payroll, what to do about the recent stock market correction and catch-up provisions in retirement savings plans. Plus, on Tales From The Tax Side we'll learn about tax saving advice from the financial elite.

On this week's show we'll analyze the lies we tell ourselves and address some of the key planning tips for couples. We'll answer your questions about putting your kids on the payroll, what to do about the recent stock market correction and catch-up provisions in retirement savings plans. Plus, on Tales From The Tax Side we'll learn about tax saving advice from the financial elite.

On this week's show we discuss some of the half truths of the financial world. These are things that financial professionals are known to say, but only tell half the story. Dan helps us peek behind the curtain to get the full truth. We're talking about supermodels on Tales From The Tax Side, answering your questions about immediate annuities, severance packages and how to leave a legacy without bankrupting your own retirement. And lastly, speak, sit and (401k) rollover.

On this week's show we wish you a Happy New Year! And from a financial standpoint we'll talk about some of the financial resolutions you might want to make this year. We'll also examine some of the excuses people make for their bad financial decisions and answer your questions about RMDs, annuities and what to do if you make too much money to contribute to a Roth. Plus, on Tales From The Tax Side, we'll hear about how the Grinch saves a ton of money on his taxes...