Dollars & Common Sense

This week, we have a show full of listener calls. Hear real life scenarios from people who need help maximizing their financial resources. Kevin discusses what to do with a large windfall, how to find an experienced, ethical financial advisor, encourages a listener to build his dream home, and advises a single person on how to think about wealth accumulation and potential long-term care expenses.

Americans are living longer, which means the concept of retirement is evolving. In this episode, we discuss what modern retirement looks like, how you can best prepare, and techniques to help you age well.

For a variety of reasons, many people like to know how they stack up. This show, we talk about how to calculate and measure wealth so you can see how you compare.

A recent survey found that 82% of Americans regretted a financial decision in 2023 -- and 68% of those said their mistakes caused them significant stress. We discuss those regrettable financial moves and how to avoid them in 2024.

More great tips and useful strategies pertaining to investment management, debt usage, and credit history to set you up for success this year.

A variety of listener calls with real life financial planning concerns make up the majority of this show. Kevin answers questions and provides guidance on Inherited IRAs, uses for home equity, Required Minimum Distributions, Qualified Charitable Distributions, and a thorny family estate planning issue.

The personal, cash flow, asset & debt, tax, insurance, and legal issues to consider to get 2024 started right.

Financial moves you can make now to enhance your financial situation before year end.

Financial moves you can make now to enhance your financial situation before year end.

By understanding how and why people deviate from rational expectations, behavior finance provides a blueprint to help us make better, more logical financial decisions.

How to draw income from your investments to make sure your money lasts as long as you do.

The elements that comprise a professional-grade, comprehensive financial planning engagement.

How to get creative with charitable giving to help yourself while you help others.

The proper and efficient use of insurance to maximize and protect your net worth.

The importance of a complete estate plan and how to create one.

How to design, build, and manage a growth-oriented investment portfolio.

How does the stock market work, what are we really investing in, why is it so important to our financial security?

Common retirement misconceptions and how to overcome them.

Financial Wellness -- what is it, how to get it, and how to keep it.

Key retirement planning milestones.