Episodios

  • E265: Should I Invest the Funds in My HSA?

    E265: Should I Invest the Funds in My HSA?
    Jul 9 2025
    Health Savings Accounts (HSAs) are often misunderstood. Many people think of them as simply a place to park money for upcoming medical expenses. But HSAs can be much more powerful—especially when you consider the option to invest the funds.
    Más Menos
    8 m
  • E264: How Do Gift Taxes Work?

    E264: How Do Gift Taxes Work?
    Jul 2 2025
    Gift taxes are one of the most misunderstood areas of the U.S. tax code.
    Más Menos
    10 m
  • E263: Original Medicare vs. Medicare Advantage Plans Explained

    E263: Original Medicare vs. Medicare Advantage Plans Explained
    Jun 25 2025
    As you approach age 65, one of the most important—and often confusing—financial decisions you face is how to structure your Medicare coverage. Understanding the differences between Original Medicare and Medicare Advantage plans is essential for making an informed decision that aligns with your healthcare needs, financial situation, and lifestyle.
    Más Menos
    12 m
  • E262: Home Equity Loan vs. HELOC – What’s the Difference and Which One Is Right for You?

    E262: Home Equity Loan vs. HELOC – What’s the Difference and Which One Is Right for You?
    Jun 18 2025
    Tapping into your home’s equity can be a helpful way to access funds for major expenses. However, choosing between a home equity loan and a home equity line of credit (HELOC) can be confusing.
    Más Menos
    7 m
  • E261: How to Pick a Health Insurance Plan – Questions to Help You Choose

    E261: How to Pick a Health Insurance Plan – Questions to Help You Choose
    Jun 11 2025
    Navigating health insurance can feel overwhelming. With so many plans available (and only a limited window during open enrollment to make changes) it’s important to choose a plan that aligns with your needs, preferences, and financial situation.
    Más Menos
    12 m
  • E260: What Is an S-Corp and How Do You Set One Up?

    E260: What Is an S-Corp and How Do You Set One Up?
    Jun 4 2025
    S-corps can offer significant tax advantages, but they also come with rules, responsibilities, and deadlines you need to understand.
    Más Menos
    10 m
  • E259: Should I Buy a Duplex?

    E259: Should I Buy a Duplex?
    May 14 2025
    Thinking about buying a duplex? Learn the pros and cons, from financing and maintenance to tenant management and resale value, to decide if it's the right investment for you.
    Más Menos
    9 m
  • E258: Medicare Enrollment 101 – A Guide to Help You Sign Up for Medicare

    E258: Medicare Enrollment 101 – A Guide to Help You Sign Up for Medicare
    May 7 2025
    We’ll review the basic parts of Medicare, enrollment deadlines, how to enroll, and some common costs you can expect.
    Más Menos
    11 m