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Business Owners and Self-Employed
  • Business Solutions, Tax Strategies

Year-End Planning for Business Owners and the Self-Employed

As the year winds down, business owners and self-employed professionals have unique opportunities to strengthen their financial
  • Investment/Portfolio Management, Master Your Money and Mindset, Media, Podcasts

How to Handle a Year-End Investment Review

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

Kickstart Your 2026 Financial Goals

The start of a new year is a perfect time to take control of your finances and set actionable 2026 financial goals.
2026 financial goals
  • Media, Retirement Planning, Videos

Determining Your Retirement Income Distribution Strategy

Don't let retirement surprises catch you off guard.
Retirement Income Distribution Strategy

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Blog

2026 financial goals
  • Financial Planning

Kickstart Your 2026 Financial Goals

The start of a new year is a perfect time to take control of your finances and set actionable 2026 financial goals.
early tax planning
  • Tax Strategies

Early Tax Planning for 2025 Filing Season and 2026

As 2025 ends, taking a proactive approach for early tax planning can help reduce your liability and position you for a smoother
Year-End Tax Efficiency
  • Tax Strategies

5 Ways to Maximize Your Year-End Tax Efficiency

As the year ends, it’s the perfect time to review your finances and take advantage of opportunities to help with year-end tax
Business Owners and Self-Employed
  • Business Solutions, Tax Strategies

Year-End Planning for Business Owners and the Self-Employed

As the year winds down, business owners and self-employed professionals have unique opportunities to strengthen their financial position.
working during retirement
  • Retirement Planning

Working During Retirement

Planning on working during retirement? An increasing number of employees plan to work at some period of time during their retirement years.

Media

year-end investment review

How to Handle a Year-End Investment Review

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

The Importance of Year-End Tax Planning

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

5 Rules for Retirement Decisions

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

A Happier, Less Expensive Holiday Season

Let’s learn how we might be able to enjoy this less expensive holiday season and make January a little less painful for
One Big Beautiful Bill Act

One Big Beautiful Bill Act’s Impact on Estate Planning

Kate Cassidy joins the show to discuss the tax implications and impact The One Big Beautiful Bill Act has on estate planning.

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Americans In The Workplace Study

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!

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