Ep. 011 – Tax Prep with Ed Slott

With Tax Day right around the corner, our guest, Ed Slott, CPA, is in the house to review some last-minute tips, dos and don’ts, and provide sage advice

BONUS call 005

On the latest BONUS call we talk to Kevin from California.

BONUS call 004

This week on the BONUS call we do retirement planning with Barry from Pennsylvania.

BONUS call 003

This week on the BONUS call we talk to Karen from Kentucky who was wondering about an annuity.

BONUS call 002

For the BONUS call this week we chatted with Brian from Seattle who plans on leaving his Roth IRA to his two kids.

Ep. 007 – Fiduciary Rule with Jon Stein

A couple weeks ago, we devoted the entire interview portion of the podcast to the hotly debated Department of Labor fiduciary rule, which was set to begin implementation on April 10.

BONUS call 001

On this week’s BONUS call we talk about navigating the tricky world of student loans with Ashley.