Simple Investing

The Unasked Questions

We'll go over some of the questions that people normally don't ask, but should. 

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Cutting The Cord

We'll discuss the importance of cutting the financial cord with your children. 

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How Do You Know

We'll tell you how you can know the answers to some complicated financial questions. 

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Regrets And Un-Asked Questions

Sometimes we make retirement decisions years in advance, only to have regrets at the time of retirement. We'll talk about some of those regrets along with some un-asked questions that we often overlook as we make plans for retirement. You'll also hear about IRS phone scams out there during "Tales From the Tax Side."

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Universal Retirement Truths

On this week's show, we'll share with you some universal retirement truths. On Tales From The Tax Side, we'll talk about the people who always seem to get a tax refund. Finally, we'll review the financial implications that come with taking care of your family. 

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What To Know About Fixed Index Annuities

We'll tackle the controversial subject of fixed indexed annuities on this week's show. We'll also explain some of the pitfalls of 401ks and answer some of your email questions.

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Do Your Chores!

Noboby likes doing their chores, but it's important to keep a clean house. On this edition of the show, we'll show you the value of tidying up your financial life. We'll also examine the consequences of keeping bad habits around in your financial life. Finally, we'll spend some time chatting about the IRS in "Tales From The Tax Side."

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Don’t Turn Your Retirement Into A Game Show

Game shows are a lot of fun to watch on television, but when you turn your retirement plan into one, it's probably not a good thing. On this edition of the show, we'll discuss the perils of planning for retirement like you're a TV contestant. We'll also go through some popular social security myths, and discover what tax planning lessons we can learn from famous Walters.

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Read The Fine Print!

Sometimes there are pretty bad consequences when you don't understand the fine print that comes along with a financial product. Sam will warn us of some situations where you really need to understand the nuances of a financial strategy. We'll also cover some of the top money mistakes people make during a divorce. And on Tales From The Tax Side, we'll find out what it takes to write your clothes off on your taxes.

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Cleaning Out Your Financial Closet

Have you ever had to clean out a cluttered closet? It's a pain, but feels so good once it's done. On this week's show, we'll use that as a comparison to see what it's like to get decluttered from a financial perspective. We'll field your questions about maxing out your retirement savings accounts, 401k rollovers and reducing risk. And if that's not enough, we'll uncover some of the top money mistakes pre-retirees make and discuss how you can achieve financial independence in retirement.

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