Solving the Financial Puzzle

Episode 120: Buy Vs. Lease

financialpuzzle — Thu, 11 Jan 2018 11:00:00 -0500

When it comes to cars and houses, buying and leasing are both popular options for ownership. Let’s explore which may be the best for you based on your lifestyle.

Episode 119: 2017 Tax Act

financialpuzzle — Thu, 04 Jan 2018 09:47:13 -0500

The tax act that was recently passed will be making a lot of changes to the United States’ tax code. Dan breaks down the many ways these new changes could affect you going forward.

Episode 118: Who Can You Trust?

financialpuzzle — Thu, 28 Dec 2017 10:25:49 -0500

As you visit with friends and family throughout this holiday season, you’ll hear a lot of financial advice from them and from the media that may not be the best for you. Dan breaks down what to watch out for when people discuss personal finance tips with you.

Episode 117: Mailbag

financialpuzzle — Thu, 21 Dec 2017 11:00:00 -0500

Dan answers some listener questions about home ownership in retirement, portfolio diversity, DIY planning, and more.

Episode 116: What The Heck Is Bitcoin And Should I Care?

financialpuzzle — Thu, 30 Nov 2017 13:57:21 -0500

Dan takes a close look at the Bitcoin craze. Should you rush to learn all that you can about cryptocurrencies or just ignore the fad?

Episode 115: Tax Code Changes

financialpuzzle — Tue, 21 Nov 2017 14:36:24 -0500

It’s time to examine the new tax code laws making their way through Congress and how they could impact your retirement.

Episode 114: Generations

financialpuzzle — Thu, 16 Nov 2017 16:55:34 -0500

It is important to consider your family when planning for retirement. Learn about leaving a legacy and about talking to your kids about finances.

Episode 113: Are You Happy?

financialpuzzle — Thu, 09 Nov 2017 14:18:45 -0500

Gain some perspective on happiness in your portfolio.

Episode 112: Current Events

financialpuzzle — Thu, 02 Nov 2017 12:57:23 -0500

Let’s talk about current events regarding social security and taxes.

Episode 111: Special Guest

financialpuzzle — Thu, 26 Oct 2017 12:50:45 -0500

Join us with special guest Allison Liddle, where we discuss the ins and outs of setting life goals.

Episode 110: Gifting To Adult Children

financialpuzzle — Thu, 19 Oct 2017 13:40:43 -0500

Learn the proper techniques and strategies for passing on your wealth to your children.

Episode 109: Market Volatility

financialpuzzle — Thu, 12 Oct 2017 14:11:16 -0500

Dan examines the inherent volatility of the stock market.

Episode 108: Listener Questions

financialpuzzle — Thu, 05 Oct 2017 13:39:20 -0500

Dan answers questions from listeners about investing and retirement planning.

Episode 107: 4th Quarter Planning

financialpuzzle — Thu, 28 Sep 2017 13:33:08 -0500

Find out what investment strategies you can employ as this year enters its final quarter.

Episode 106: Are You Dysfunctional

financialpuzzle — Thu, 21 Sep 2017 15:12:30 -0500

In this week’s episode, we pay homage to Jimi Hendrix by examining three major planning flaws we see almost daily.

Episode 105: Managing Expectations

financialpuzzle — Thu, 14 Sep 2017 14:20:26 -0500

In this edition, we discuss how unreasonable expectations can doom a strategy before it even begins.

Episode 104: Crisis On A Plane

financialpuzzle — Thu, 07 Sep 2017 14:22:40 -0500

Dan’s recent travel experience proves to be an interesting life lesson.

Episode 103: North Korea And Your Listener Questions

financialpuzzle — Thu, 24 Aug 2017 15:02:54 -0500

Dan shares his thoughts on North Korea and answers your listener questions.

Episode 102: When Can I Retire?

financialpuzzle — Thu, 17 Aug 2017 15:53:13 -0500

Determining when you can retire is one of the most popular questions we receive. Let’s find out when it’s best for you to finally hang up your worker’s hat.

Episode 101: Make Your Financial Plan A Well-Designed Machine

financialpuzzle — Thu, 10 Aug 2017 19:24:16 -0500

There are too many sloppy financial plans out there. Make sure yours runs like a well-designed machine.