Speakeasy Podcast Network
A Nickel & A PlanEpisodes
Episodes of A Nickel & A Plan
Mark All
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Top Five Things You Need for Successful RetirementFinancial PlanFinancial TeamSupport TeamControlPurposeIt's about B.E.A.G.L.E.; What you:BelieveEnjoyAchieveGrieveLeaveEndowSecure Act 2.0 - Key ChangesCommunicating HealthCare Wishes
Assessment of your Financial AdvisorPre-paid Funerals - worth the look and effort!Gifting - ways to gift to avoid gift tax
How long should you keep your tax records?What to do if you get a notice of auditReview of the IRS warning regarding cash apps!87,000 IRS agents coming in 2023 - what will they do?
Tips for transitioning suffering loved ones to care centersDementia - how to interact with ailing individualsWhy being a caregiver can be dangerous to the caregiver's lifeHow there is NO charge to you for Patti's services!
Communicating your financial information to family can be very beneficial for a number of reasonsLife Insurance - always use Human Life Value because Income Replacement overstates needThanksgiving food statistics - fascinating!
Top 5 ways to save on property/casualty insuranceTop 5 mistakes people make when purchasing property/casualtyUmbrella Insurance Policies: what are they and what do they cover?
Advisor relationship tidbitsFinancial and Retirement Planning tipsWays to keep the bad guys awayEstate planning: the essential documents you need!
Keys to achieving goalsQuestions to answer during the strategic planning processHow do I ensure planning success?Keys for 2023 - what is important NOW?
Market update2023 Market ForecastIRAs - Just a few tidbits to know!Revocable and Irrevocable Trusts - What are they? Do you need one? How to safeguard yourself and loved ones!
Market Update - what to be doing NOWTop Ten Googled Retirement QuestionsHow to get YOUR answers to these questions!Hint: FINANCIAL PLANNING!!Separately-Managed and Third-Party Money ManagersWhat are they?Why and how they are so expensive!
Market updateMarket outlook for 20235 reasons why using multiple advisors is a BAD ideaRetirement Preparedness: Believe, Enjoy, Achieve, Grieve, Leave, Endow - How B.E.A.G.L.E. is important in financial/retirement planning
Why proper placement is so important!When do you start your healthcare planning, for yourself and/or your loved one?Difference between "Medicare Pending" and "Medicare Approved" - what is it?
Basic IRS TipsWhat to do if you are audited87,000 IRS Agents are coming - what will they be doing?
Crypto warning/IRS Hiring - Purpose and Heads Up/Long-Term Care Insurance Idea and Trust Utilization
- Crypto scams are rampant; Beware!- IRS is expanding - Cash Apps may be targeted- How to use cash value in life insurance to get long-term care coverage- How to protect loved ones with a trust
When do you put teenagers on your policy?Blanket Liability Policies: should you purchase one?Replacement Costs vs Actual Cash Value - which is best for you to use when insuring your home?Advisor behavior that got under Todd's skin!
Market update: Recession (technically) is upon us but don't panic; more market updates on upcoming showsLendingReal estate markets and interest rate reviewCredit - changes in credit reporting/Do's and Don'ts with your creditReverse Mortgage
The real estate market has tightened - what to doDo's and Don'ts for Buyers and SellersNightmare Real Estate Broker storiesWhy a full-service real estate agent is the way to go!
When to call it quits with your current AdvisorWhat to ask and look for when hiring an AdvisorPurpose: one of the most important items for a successful retirement!
What makes a group of people a "team?"The need to strengthen your weakest link!How to recreate team synergy after Covid derailed it!
As an investor/financial guru, who are you?- Stay-Ahead Fred- Even Steven- Backseat Pete
Portfolio Rebalancing - What is it and Why do it?Financial and Retirement Planning - The Process and Its Benefits!Funeral Home WARNINGPensions: Take the Money Reminder!
Tips to save on property/casualty costsTo hit or not hit the deer in the road - that is the question?No-Fault - what is that?Ice in milk - hip and trendy or crazy?
- Are Investment Lunch/Dinners scams?- Mutual Fund warning and horror story- Annuity nightmares- Series I Bonds: high yield with a catch!
Market Update: The good/the bad/the what to do and not to doESG Investments: Bogus? We research, You decide!Mutual Funds: Beware of getting hit with capital gains this year!
How long do you keep your tax records?What do you do if you receive an audit notification?IRA to ROTH IRA Conversions - are there tax ramifications?Social Security - is it ever taxed?
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