Call Us Today! (513) 563-7526|Dan@MoneyAndClarity.com

Ep 171: Is It Time to Panic?

Today's Focus: No matter where you look, there’s very little positive financial news right now. Inflation is soaring. Markets are tumbling. Supply chain issues continue. You’re probably wondering if this time is different. Let’s take a look at this current investing environment and share a few of the things we’re telling our clients. [...]

By |2022-05-24T14:20:10+00:00June 1st, 2022|Podcasts|Comments Off on Ep 171: Is It Time to Panic?

Ep 170: Why Soaring Home Prices are a Great Thing

Today's Focus: Real estate prices have been soaring over the past few years and that has plenty of people worrying about a bubble coming. Rather than stressing over something that may or may not happen, take time to enjoy the rising home values. Let’s talk about how you can do that and why we [...]

By |2022-04-26T17:33:52+00:00May 1st, 2022|Podcasts|Comments Off on Ep 170: Why Soaring Home Prices are a Great Thing

Ep 169: How Do Markets React to Major Events?

Today's Focus: We’ve all been keeping an eye on the events happening in Ukraine and many people have been asking us what it might mean to the economy in the near term and the long term. Today we’ll share an article we came across recently that looked at some of the biggest news events [...]

By |2022-03-25T13:36:17+00:00April 1st, 2022|Podcasts|Comments Off on Ep 169: How Do Markets React to Major Events?

Ep 168: Making Planned Gifts Before Death

Today's Focus: Having to handle the estate of a loved one can be a difficult time because of the emotional ramifications that come along with making these financial decisions. We found an interesting article that explored the author’s personal experience with having to oversee his mother’s estate and everything that came along with that. [...]

By |2022-03-04T16:44:25+00:00March 4th, 2022|Podcasts|Comments Off on Ep 168: Making Planned Gifts Before Death

Ep 167: The Inflation Impact on Planning

Today's Focus: It’s impossible to ignore the rising costs in everyday expenses right now and it’s clear that inflation will need to be incorporated into planning moving forward. Today we’ll explore the impact inflation is having on retirees and pre-retirees and discuss the things you should be considering with your financial plan. [...]

By |2022-01-27T16:58:16+00:00February 1st, 2022|Podcasts|Comments Off on Ep 167: The Inflation Impact on Planning

Ep 166: Secure Act 2.0 – What You Need to Know

Today's Puzzle: The SECURE Act, when rolled out in 2020, was some of the most significant retirement legislation in years, but the government is already discussing further changes. Let’s run through the list of proposals and find out how they might impact planning in the future. (Click the featured times below to [...]

By |2021-07-30T13:08:41+00:00July 29th, 2021|Podcasts|Comments Off on Ep 166: Secure Act 2.0 – What You Need to Know

Ep 165: Learning Through Uncommon Sense

Today's Puzzle: The statements we’ll run though on the show today are basic common sense that nearly everyone would agree with, but our behave often doesn’t line up. Today look at these straight-forward approaches and explain what keeps us from following them. (Click the featured times below to jump forward in the [...]

By |2021-06-16T18:51:28+00:00June 17th, 2021|Podcasts|Comments Off on Ep 165: Learning Through Uncommon Sense

Ep 164: Financial Planning in Biden’s America

Today's Puzzle: On today’s show, we’re going to be talking about financial planning in President Biden’s America. We’re past his 100th day in office, so let’s take a look at the impacts in financial planning and the markets. (Click the featured times below to jump forward in the episode) The Solution: How [...]

By |2021-05-20T13:29:04+00:00May 20th, 2021|Podcasts|Comments Off on Ep 164: Financial Planning in Biden’s America

Ep 163: Flirting with Financial Disaster

Today's Puzzle: Comprehensive planning takes care of every aspect of retirement, but without it there are areas that could quickly become a calamity. Today we’ll identify five key areas where people don’t pay enough attention and end up flirting with disaster. (Click the featured times below to jump forward in the episode) [...]

By |2021-04-07T12:42:04+00:00April 8th, 2021|Podcasts|Comments Off on Ep 163: Flirting with Financial Disaster

Ep 162: Tax Tips for 2021

Today's Puzzle: If you’re getting prepared to file your 2020 taxes and looking ahead to the changes that might be coming this year and beyond, we’ll run through some of the key items from a very unique and challenging last 12 months. (Click the featured times below to jump forward in the [...]

By |2021-02-22T16:03:10+00:00February 25th, 2021|Podcasts|Comments Off on Ep 162: Tax Tips for 2021
Go to Top