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Podcast Archive

How You Should Think About Blockchain

04/14/2018

You’ve heard all about Bitcoin and Cryptocurrencies, but have you ever wondered what really enabled all of it to happen, and why it will be a big deal? In this episode Ron and his special guests will arm you with information on how you need to think about Blockchain.

Topics: Bitcoin, Cryptocurrency

Co-host: Aviad Haimi-Cohen, Nathana O'Brien Sharma

Could You Retire Sooner Than You Think?

04/07/2018

Do you ever dream of retiring where every day is yours to do whatever you want to do …

Like traveling; spending time with your family; playing golf; or pursuing your passion?

That may seem like some faraway fantasy …

But there are a lot of people who will retire long before their 65th birthday.

And you could too!

Learn how you could retire sooner than you ever thought possible in 4 simple steps.

Topics: Retirement, Taxes

Co-host: Paul West

5 Things You MUST Know About Your IRA and 401K!

03/31/2018

How will you make the most out of your IRA and 401K? Learn the 5 things you MUST know about your retirement accounts on this episode.

Topics: Retirement, Taxes

Co-host: Jim Caldwell

How Inflation Could Impact Your Retirement

03/24/2018

Every dollar you’ve saved for retirement today could be worth less tomorrow … All because of inflation. In this episode, Paul & Jim cover the little-known strategies that could help you stay one step ahead of inflation in retirement!

Topics: Inflation, Retirement

Co-host: Paul West, Jim Caldwell

7 Pitfalls of Asset Allocation

03/17/2018

If you don’t have a properly diversified investment portfolio … you could erase years of hard work, savings and sacrifice … all in the blink of an eye. In this episode, Ron and Paul discuss how you can diversify your portfolio, do more with your money, and reduce risk.

Topics: Diversification, Asset Allocation

Co-host: Paul West

7 Mistakes Made in Retirement

03/10/2018

As you get closer and closer to retirement, you will be bombarded with thousands of decisions. In this episode, Ron and Brook cover the 7 mistakes most people make in retirement, and how to avoid them.

Topics: Mistakes Made in Retirement

Co-host: Brook Thompson

Social Security: Save Tens of Thousands of Dollars

03/03/2018

In this week’s show, Ron and Paul discuss social security, and how you could avoid losing tens of thousands of dollars in benefits.

Topics: Social Security

Co-host: Paul West

FMP Volatility Roars Back

02/24/2018

Volatility is roaring back on Wall Street! What does it all mean for you and your investments?

Topics: Volatility, Market Strategies

Co-host: Paul West

The RMD Tax Trap and Volatility

02/17/2018

If you own an IRA, 401K, or other pre-tax retirement account, you will be impacted by required minimum distributions learn more with Ron and Paul on this weeks episode

Topics: RMD, Volatility

Co-host: Paul West

Avoiding High Tax-Fees

02/10/2018

Many Americans use the tax laws to their benefit, and can legally get away with avoiding high tax fees. Learn how you can do the same.

Topics: Retirement, high tax fees

Co-host: Paul West