Episode #32: Cash Balance Pension Plans 101
July 7th, 2020 What is a cash balance pension plan? What do you do with a cash balance pension plan? How is money contributed and…
Episode #31: Choosing Between Mutual Funds and ETFs [4 Key Differences]
June 23rd, 2020 What is the difference between a mutual fund and an ETF? Which should you buy—a mutual fund or an ETF? What are…
Episode 29: Has the Stock Market Stabilized? [My Opinion]
June 9th, 2020 Has the stock market reached a point of stabilization? Are the volatile swings up or down beginning to equalize? In this episode…
Episode #28: Are Low Oil Prices Good Or Bad For The Economy?
May 26th, 2020 Oil prices have been all over the board in recent months. We even saw a barrel of oil drop into negative price…
Episode #27: Large or Small Tax Return: Which is Better?
April 28th, 2020 Tax return season is upon us and with it comes many unwanted opinions. Some experts say that it’s better to aim for…
Episode #26: The Economic Data is BAD—So Why is the Stock Market UP?
May 5th, 2020 This is one of the questions my clients are asking frequently right now: HOW is the stock market performing well when the…
Episode #25: Coronavirus Makes It Easier To Withdraw Money From Your 401(k) and/or IRA
CLICK HERE TO LISTEN ON APPLE PODCASTS CLICK HERE TO LISTEN ON SPOTIFY CLICK HERE FOR A DIRECT LINK If you have a 401(k) and/or…
Episode #24: Stimulus Checks: What you NEED to Know
21st April, 2020 It’s been talked about for weeks: we all know that stimulus checks are being dispersed to Americans. But who qualifies? How will…
Episode #23: 5 Tips to Manage Your 401k During the Coronavirus Pandemic
April 7th, 2020 What do you do to manage your 401k when the economy is diving headfirst into a recession? The Coronavirus has forced itself…
Episode #22: 4 Things to Take Into Account During a Market Downturn
March 24th, 2020 With the panic and hysteria that’s surrounding the Coronavirus, everyone is worried about the stock market. Is the market going to continue…
Episode #21: What Could a High Impact Business Program Mean for your Taxes?
March 10th, 2020 Do you know what a High Impact Business Program (HIB) is? Were you aware that it impacts how you file your taxes…
Episode #20: Your FICO Score Is Probably Going To Change This Summer
Episode #20: Your FICO Score Is Probably Going To Change This Summer February 25th, 2020 Changes are coming to your FICO score. Why should you…
Episode #19: 5 Things That Could Crash The Stock Markets in 2020
Episode #19: 5 Things That Could Crash The Stock Markets in 2020 February 11th, 2020 Are the stock markets going to crash in 2020? No…
Episode #18: Big Changes In 2020 And Beyond for IRAs, 529 College Savings Accounts & 401(k)s
Episode #18: Big Changes In 2020 And Beyond for IRAs, 529 College Savings Accounts & 401(k)s January 2, 2020 If you own a 529 college…
Episode #17: How To Invest When The Stock Markets Are At All Time Highs
Episode #17: How To Invest When The Stock Markets Are At All Time Highs January 2, 2020 How should you invest your money when the…
Episode #16: The Christmas Show – My Top 5 Christmas Songs & Top 5 Christmas Movies Of All Time
Episode #16: The Christmas Show – My Top 5 Christmas Songs & Top 5 Christmas Movies Of All Time December 23, 2019 In this special…
Episode #15: Major Tax Increases Coming To Illinois in 2020
Episode #15: Major Tax Increases Coming To Illinois in 2020 December 17, 2019 Did you know that there are over 20 new taxes and tax…
Episode #14: The Thanksgiving Show – The Top 10 Things I’m Thankful For In 2019
Episode #14: The Thanksgiving Show – The Top 10 Things I’m Thankful For In 2019 December 2, 2019 In the spirit of the season, in…
Episode #13: How Do The Stock Markets Perform During Election Years?
Episode #13: How Do The Stock Markets Perform During Election Years? November 26, 2019 I’ve been in this business for 12 years, and I’ve worked…
Episode #12: How The Fed Lowing Interest Rates (Again) May Affect Your Investments
Episode #12: How The Fed Lowing Interest Rates (Again) May Affect Your Investments November 11, 2019 How does the Federal Reserve lowering interest rates affect…
Episode #11: Derick Boyd – Rewriting The Narrative In The African-American Community
Episode #11: Derick Boyd – Rewriting The Narrative In The African-American Community November 4, 2019 Derick’s resume is loaded. He has 2 Masters degrees. He…
Episode #10: If the President Gets Impeached, Is the Stock Market Going To Crash?
Episode #10: If the President Gets Impeached, Is the Stock Market Going To Crash? November 4, 2019 One the hot topics right now, both on…
Episode #9: How To Properly Analyze And Select A Mutual Fund
Episode #9: How To Properly Analyze And Select A Mutual Fund October 7, 2019 When considering buying a mutual fund, or any investment for that…
Episode #8: What Is The Stock Market? How Does It Work?
Episode #8: What Is The Stock Market? How Does It Work? September 24, 2019 In my 12 years as a Financial Planner, I’ve been asked…
Episode #6: Craig Janssen – How To Adapt & Thrive In An Ever Changing Business Climate
Episode #6: Craig Janssen – How To Adapt & Thrive In An Ever Changing Business Climate September 15, 2019 Despite the recent fad diets such…
Episode #7: Taylor Little – How She Turned Three Miscarriages Into A Nationwide Resource For Women Struggling With Fertility Problems & Miscarriages
Episode #7: Taylor Little – How She Turned Three Miscarriages Into A Nationwide Resource For Women Struggling With Fertility Problems & Miscarriages September 15, 2019…
Episode #5: Is There An Imminent Recession Coming?
Episode #5: Is There An Imminent Recession Coming? September 15, 2019 Every once in awhile here at the show, we are going to mix in…
Episode #4: Melissa Grunow – Award Winning Author & Asst Professor of English at ICC
Episode #4: Melissa Grunow – Award Winning Author & Asst Professor of English at ICC August 14, 2019 Melissa Grunow is the author of I…
Episode #3: Shawn Hayes – The Real Estate & Economic Climate in Peoria
Episode #3: Shawn Hayes – The Real Estate & Economic Climate in Peoria August 2, 2019 Owner of Principle Property Management and real estate investor…
Episode #2: Ryan Anderson – Mentoring High School Students in The Peoria Area
Episode #2: Ryan Anderson – Mentoring High School Students in The Peoria Area July 30, 2019 Regional Campus Life Director for Youth For Christ, Ryan…
Episode #1: Introduction To The Show
Episode #1: Introduction To The Show July 22, 2019 A preview of what the show is going to be all about. Resources Featured In This…