Learn about some strategies still available to affect your 2021 tax return even though it is 2022, like IRA, HSA and self-employed retirement plan contributions.

Irreversible Decisions

Jan 12th, 2022 7m 39s

A lot of decisions about financial planning can be changed later, and given the nature of an uncertain future almost certainly will be adjusted. But there are some decisions that can't be undone, like missing Medicare enrollment, annuities and

Book Review: The Psychology of Money

Dec 29th, 2021 4m 44s

In this episode we dive into my review of The Psychology of Money by Morgan Housel.

After Tax Funds

Dec 15th, 2021 5m 20s

In this episode we discuss after tax funds in IRAs and how they are different from Roth IRA's, and why you should care.

Social Security Update

Dec 1st, 2021 6m 41s

In this episode we discuss the new 2021 social security update and what it means for your future.

Estate Tax

Nov 17th, 2021 9m 56s

****Please note any changes to the estate exemption are no longer applicable for 2021 planning purposes, as of 11/17/21. This episode was recorded when there were anticipated changes. This could still be educational and you should monitor pro

Open Enrollment

Nov 3rd, 2021 7m 34s

This episode covers those decisions you have to make around open enrollment. Listen in as we discuss group life insurance, group disability, FSAs and more. Interested in learning more? Visit http://provisionfinancialplanning.com/

What To Know When Retiring Early

Oct 20th, 2021 20m 56s

In addition to all the "normal" retirement planning considerations, there are several areas that require special attention when retiring early (mainly before 65, but really any time before 70).

IRAs vs. 401ks

Oct 6th, 2021 10m 56s

There are many similarities between these two accounts, which makes the differences that much more important. Learn some of these differences which can help you make the best decision for you.

Proposed Tax Changes

Sep 22nd, 2021 17m 14s

I go through some of the highlights of the latest tax proposals in Congress.

Self-Employed Retirement Plans

Sep 8th, 2021 13m 37s

This "flowchart" style episode will help you determine which retirement plan is right for you, and why a Solo-401k provides a lot of benefits to high-income self-employed individuals without employees.

Life, Disability and Long Term Care Insurances

Aug 25th, 2021 31m 4s

Today, Max Raimer joins the conversation about what types of insurances you should be looking at.

Permanent Life Insurance

Aug 11th, 2021 16m 3s

Today we dive into permanent life insurance and what consumers should be aware of before purchasing.

Inflation

Jul 28th, 2021 11m 58s

Inflation has had its share of headlines recently, but listen in to hear why inflation should always be top of mind for long-term investors.

2021 Tax Planning

Jul 14th, 2021 28m 27s

Join me as we dive into tax planning suggestions for 2021.

Investment Fees

Jun 30th, 2021 18m 8s

Today we discuss investment fees. Some may surprise you!

Roth Conversions

Jun 16th, 2021 21m 36s

Taxes will be the largest expense in retirement for many of you. Today we dive into the reason why Roth Conversions are a powerful tool to lower your lifetime taxes.

Mortgage Q&A

Jun 2nd, 2021 28m 30s

Danny Reedy joins us today to discuss mortgages. We talk about the current mortgage market but also some unique challenges retirees and self-employed people may face. Danny Reedy's Website

Commercial Insurance

May 19th, 2021 26m 36s

Special guest Kevin Permison joins us to talk about commercial insurance and how it is different from personal insurance. Kevin's Contact Info

Home and Auto Insurance

May 5th, 2021 32m 57s

Listen in to my conversation with Dan Francis about home, auto and liability insurance, including common mistakes and what specifically retirees should be thinking about. Reach Dan at [email protected] or 410-513-8356.

Social Security

Apr 21st, 2021 21m 29s

This week we discuss the past, present and future of social security.

Estate Attorney Q&A

Apr 7th, 2021 25m 30s

Estate Attorney Matt Penater joins us for a conversation around estate planning. The Penater Law Firm

IRA Mistakes To Avoid

Mar 24th, 2021 15m 23s

IRA's are becoming more and more common and unfortunately some of the mistakes are irreversible. It's important to know the common mistakes and how to avoid them.