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Your Retirement Playbook

Sep 24, 2020

Today on Consider This Program we talk about PETS and what you can leave behind for them in your will! We also discuss passive investing, charitable considerations, and what is a conflict of interest?


Sep 17, 2020

Today on Consider This Program we discuss estate planning, saving money in your 30's, expatriation, and a housing boom during a pandemic.


Sep 10, 2020

Today on Consider This Program we discuss selling homes in the state of Indiana, social security windfall issues, reading the ticker, and the difference between a trustee and executor!


Sep 3, 2020

Today on Consider This Program we discuss what happens with taxes during a divorce! Also what is yield? And should I still use a QCD if Required Minimum Distribution is NOT required?