Ep #149: Social Insecurity: What You Need to Consider When Filing for Social Security

"There are no stupid questions, just the stupid people who ask them." That famous quote speaks to the heart of this edition of the podcast. Join us as we seek to educate you about the financial world and answer five of the most popular financial questions we receive on a regular basis. Don't worry, these are actually pretty complex questions.

By |2019-07-17T21:53:21+00:00July 11th, 2019|Podcasts|0 Comments

Ep #127: Lessons From A Dying Dog

Dan has recently been witnessing the decline in health of his beloved pet dog. In this episode, he examines the situation and extrapolates its meaning to life in retirement. Listen in to hear the lessons Dan has learned from analyzing the personality changes of his pet, and how it all relates back to finances. [...]

By |2019-07-17T21:54:19+00:00April 17th, 2018|Podcasts|0 Comments

Ep #123: Listener Questions

On this episode of Solving The Financial Puzzle, Dan will be answering some of your questions and providing clarity on a few common worries and situations that effect your wallet. The questions are on a variety of topics from retirement, investments, savings, lump sums, merging 401ks, taxes and even international issues. There are some [...]

By |2019-07-17T21:54:20+00:00February 16th, 2018|Podcasts|0 Comments

In the Headlines- May 16th 2014

You are cordially invited to the Investor Symposium hosted by Matson Money. When: Thursday, July 31, 2014 - Saturday, August 2, 2014 Where: Horseshoe Casino & Conference Center 1000 Broadway, Cincinnati, OH USA Speakers Include: Arthur B. Laffer, PhD: Chief economic advisor to Ronald Reagan Terrance Odean, PhD: Professor at Cal-Berkley, expert in the [...]

By |2014-05-16T07:09:49+00:00May 16th, 2014|Weekly Update|0 Comments