Episodes

  • The Effects of Long Term Inflation, Featuring Special Guest Matthew Prizzi

    The Effects of Long Term Inflation, Featuring Special Guest Matthew Prizzi
    Apr 15 2024
    Joe and Michael speak about the effects of long-term inflation and what that can mean for someone who is going to be entering retirement soon.
    Also, featuring special guest Matthew Prizzi - He is an expert in the mortgage industry & real estate space and speaks about different topics we think our listeners will take massive value from.
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    23 mins
  • A hard to understand plan, made easy.

    A hard to understand plan, made easy.
    Apr 8 2024
    Joe and Michael speak about a list of things that they believe are the best ways to prepare for retirement... Including the best time to take social security and paying the least amount in taxes when you enter retirement.
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    20 mins
  • Is it smarter to pay off debt first, or save for your future?

    Is it smarter to pay off debt first, or save for your future?
    Feb 28 2024
    Joe and Michael speak about what is smarter between getting out of debt first or would saving for their future be a better choice.
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    16 mins
  • JML's 3 don'ts and how to make sure your retirement is the most successful

    JML's 3 don'ts and how to make sure your retirement is the most successful
    Feb 1 2024
    Joe and Michael speak about their 3 don'ts and go into detail on that matter, later in the episode, they speak about the best ways to protect your money in retirement and how to make sure you can lower your taxes in retirement as well
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    31 mins
  • The smartest financial way to start your 2024

    The smartest financial way to start your 2024
    Jan 17 2024
    Joe and Michael bring in the new year speaking about the best tips for our listeners to start your new year off right and make sure your money is in the right places and you're making the right choices.
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    17 mins
  • End of Year Do's and Don't.

    End of Year Do's and Don't.
    Dec 14 2023
    End of Year Do's and Don't.

    Michael and Joe go over Tips you should know before year end!
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    21 mins
  • Making sure your RMD is checked off

    Making sure your RMD is checked off
    Nov 22 2023
    Joe and Michael speak about how to make sure the end of your financial year is set up correctly. They speak about when to take your RMD and correct the process around that.
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    16 mins
  • Our Fall DO's and DON'TS

    Our Fall DO's and DON'TS
    Nov 16 2023
    Joe and Michael go over several things on their Do's and Don'ts list to make sure people take advantage of certain things or stay away from others.
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    19 mins