Interview with College Financial Aid Counselor, Jacob Lagesse (Part 2)
February 20, 2024
Paying for college is often the biggest financial decision that a family has to
Interview with College Financial Aid Counselor, Jacob Lagesse (Part 1)
February 19, 2024
Paying for college is often the biggest financial decision that a family has to
Should You Consider Long-Term Care Insurance?
February 14, 2024
A listener asks Paul about people who are wealthy and need long-term care insurance.
Something You Should Know About Inheriting a Home From a Relative
February 2, 2024
Ira shares a helpful article that breaks down the myriad of ways an inheritance
Starting a Foundation for Charitable Giving Might Be a Bad Idea
January 26, 2024
Paul had someone approach him who was curious if they should set up a
The FAFSA Just Got More Complicated to Fill Out
January 17, 2024
In an attempt to speed up and simplify the financial aid process, the application
Sharing Financial Lessons With Your Kids in Your 50s
January 2, 2024
Today, Evan and Paul talk about why your 50s are a great time to
Tis the Season … To Talk With Your Family About Finances?
December 8, 2023
Today, Paul brings an article called, “6 Conversations About Money to Have With Your
Learning How to Give Generously Without Hurting Your Financial Plan
December 4, 2023
Today, Evan and Anne talk about the holidays and why it’s a time when
Changing Your Money Mindset
November 27, 2023
Ira brings an article about learning to change how you think about money to
People Who Struggle With Money Make These Five Mistakes
November 15, 2023
Today, Evan and Ira talk about a recent conversation that Warren Buffett had about
A Growing Number of Men Are Stepping Up to Take Care of Aging Parents
November 6, 2023
Last week, Evan ran into a counselor who specializes in helping adults navigate care