It's All About The $money, Honey!

There is no shortage of potential financial disasters that can befall us when we least expect them. We are especially vulnerable when dealing with the emotional damage of loss. In this episode, we discuss the "Widow's Penalty" that can cause a surviving spouse's taxes to double. Later, we explore how a Qualified Domestic Relations Order impacts spouses going through a divorce.

There are likely thousands of ways to become a Millionaire. However, the things that KEEP someone a Millionaire are surprisingly quite small in number. As anyone with lots of money can tell you, it's not about what you earn, it's about what you keep. In this episode, we share 5 simple money moves you should consider once you become a Millionaire.

Every new year brings changes to major retirement programs and Social Security is certainly no stranger to this. We'll share the key changes to Social Security you need to know for 2024. Plus, there are new scams out there designed to separate you from your money and personal identity information. Discover what you need to know to protect yourself.

When you become a Millionaire, you'll likely feel two emotions. First, you'll be thrilled. Second, you'll feel anxious about keeping it! The more money you have, the more important it is to consider all the ways you can grow and not lose it. In this episode, we share a handful of ways you can keep more of your money, including the importance of generating cash flow and reducing taxes.

The Federal Reserve continues its plan to kill off-the-charts inflation by raising the Federal Funds Rate. As the calendar flips to 2023, it's likely going to happen a few more times, increasing the odds that our economy will slip into recession. In this episode, we share how rate increases will impact your money in both good and bad ways. Also, why are more people looking for a financial advisor?