
Are Trump Accounts Too Good to Be True?
Jeremy Hus, VP of Financial Planning with Barnum, joins the show to breakdown Trump Accounts and whether they’re too good to be true.
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Jeremy Hus, VP of Financial Planning with Barnum, joins the show to breakdown Trump Accounts and whether they’re too good to be true.

We’re going to walk through exactly how to do a retirement plan check-up and make you question: Have you checked your retirement plan lately?

Mike Lynch, a financial planner, talks about his new book — Start Now, Grow Big — which will soon be a limited series podcast.

If you’re recently divorced, or planning to divorce, we discuss what happens with your life insurance after divorce.

Elizabeth Hiza talsk about how to reflect on your year with a little bit of compassion. We’re closing out the year with clarity!

John Foreman, VP of investments at Barnard Financial Group, guides us through how to handle a year-end investment review.

It goes without saying, but we’ll say it anyway, this is one of the most important windows for Year-End Tax Planning.

Elizabeth Hiza is going through these 5 Rules for Retirement Decisions, to help you smartly manage your money

Let’s learn how we might be able to enjoy this less expensive holiday season and make January a little less painful for our wallets.
This comprehensive study dives into the evolving financial behaviors of American workers across a variety of factors, including generational, household income, gender, and employment status and more!