BONUS call 008

Are you retired? Retiring soon? Perhaps are younger and wondering if you’ll have enough money when the time comes? That’s what the latest BONUS call with Alison from California is all about.

BONUS call 007

This week on the BONUS call we talked to Brian from Seattle who was wondering if he should still be paying for disability insurance. Insurance questions are always tricky and very specific so there’s no standard answer.

BONUS call 006

Do you have a financial advisor? Are you looking for one? Do you know how much you’re paying this person?

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.