Tax Tips for 2021
As you get ready to file 2020 taxes and look ahead to the rest of this year’s tax implications, let’s cover some of the changes you need to be aware of and answer some important tax questions. […]
Year: 2021
Mailbag: When Is The Best Time To Get Back Into The Market?
On this week’s podcast, Barbara and Phil answer some mailbag questions that have come into the show. They discuss when is the best time to get back into the stock market, using life insurance as retirement income, and much more. […]
Where All Our Financial Knowledge Comes From
Have you ever stopped to think about your journey of learning all that you have about money and finances? Did you parents shape your financial views most heavily? Is there a TV or radio expert that has influenced you most? Or have you learned everything from a book or Google? This week we’ll find out how Barbara and Phil grew into the financial advisors they are today. […]
Things Nobody Says
You’ve probably never heard anyone make these statements that we’ll provide on today’s episode. And there are some great reasons why. […]