Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. Smart Money is dedicated to the small things that make a significant difference.
In this show we discuss the option to sell your life insurance death benefit. The pros and the cons.
In this show we discuss the option to sell your life insurance death benefit. The pros and the cons.
Legacy planning is important and on this episode we go over Trusts, Wills, and other estate planning documents and why they are important to have.
Legacy planning is important and on this episode we go over Trusts, Wills, and other estate planning documents and why they are important to have.
During today's episode we discuss the market volatility and what you can do to help deal with it.
During today's episode we discuss the market volatility and what you can do to help deal with it.
Today we talk about how the current economy is affecting Mortgage rates and how it may be affecting your finances.
Today we talk about how the current economy is affecting Mortgage rates and how it may be affecting your finances.
How a financial service professional can help you manage your money in an efficient and effective manner
How a financial service professional can help you manage your money in an efficient and effective manner
Kevin breaks down what the Fed rate hike means for you and your finances.
Kevin breaks down what the Fed rate hike means for you and your finances.
We talk about tips for keeping more of you money and growing it as well.
We talk about tips for keeping more of you money and growing it as well.
Rising inflation and market volatility isn't a good combination for your finances and retirement funds, but there are strategies to help weather the storm. In this episode we talk about tips and strategies to help you deal with both.
Rising inflation and market volatility isn't a good combination for your finances and retirement funds, but there are strategies to help weather the storm. In this episode we talk about tips and strategies to help you deal with both.
Kevin welcomes special guest Enpo Tu, the COO of My Financial Coach. They discuss making the right financial decisions and getting the help you need to achieve your financial goals.
Kevin welcomes special guest Enpo Tu, the COO of My Financial Coach. They discuss making the right financial decisions and getting the help you need to achieve your financial goals.
Is there a way to time your taxes to save money and pay less? In this episode we explore the power of "when" regarding taxes.
Is there a way to time your taxes to save money and pay less? In this episode we explore the power of "when" regarding taxes.
Did you know you can have your own team of financial professionals? In this episode we discuss who you need on your financial team and why.
Did you know you can have your own team of financial professionals? In this episode we discuss who you need on your financial team and why.
In this episode we talk about the new weekly podcast and how we will focus not only on finance to have smart money and be smart with your money, but how to have a smart life as well!
In this episode we talk about the new weekly podcast and how we will focus not only on finance to have smart money and be smart with your money, but how to have a smart life as well!
In this episode Kevin talks about the misconceptions and realities of Reverse Mortgages..
In this episode Kevin talks about the misconceptions and realities of Reverse Mortgages..
An Interview with the Mayor of Laguna Niguel
An Interview with the Mayor of Laguna Niguel
Everyone worries about taxes but you don't want to pay too much in taxes. In this show we discuss some ways you can use tax advantaged strategies to maximize the amount of money you can receive while paying the least in taxes.
Everyone worries about taxes but you don't want to pay too much in taxes. In this show we discuss some ways you can use tax advantaged strategies to maximize the amount of money you can receive while paying the least in taxes.
Tax season can be a stressful thing for some people. In this show Kevin brings in an expert and they talk about what you need to know to possibly limit that tax burden and hang on to more of your hard earned money.
Tax season can be a stressful thing for some people. In this show Kevin brings in an expert and they talk about what you need to know to possibly limit that tax burden and hang on to more of your hard earned money.
Kevin welcomes special guest, business attorney Jenny Tran from Brown and Streza to talk about setting up a business, selling a business and creating a succession plan for your business.
Kevin welcomes special guest, business attorney Jenny Tran from Brown and Streza to talk about setting up a business, selling a business and creating a succession plan for your business.
Kevin welcomes a guest host from CMG Financial to talk about ways to help you possibly lower your true mortgage costs and shorten the length of your mortgage.
Kevin welcomes a guest host from CMG Financial to talk about ways to help you possibly lower your true mortgage costs and shorten the length of your mortgage.
In this show, we will be talking about Social Security and ways to maximize your benefit. It is important to understand Social Security and its strategies in order to manage your Social Security benefit and maximize the entirety of your retirement income plan.
In this show, we will be talking about Social Security and ways to maximize your benefit. It is important to understand Social Security and its strategies in order to manage your Social Security benefit and maximize the entirety of your retirement income plan.
Do you have questions about Medicare? This episode looks at each of the different parts of Medicare and answers many Medicare questions that you will need to know.
Do you have questions about Medicare? This episode looks at each of the different parts of Medicare and answers many Medicare questions that you will need to know.
Women face different hurdles in retirement from men. We break them down and talk with our special guest Audrey West.
Women face different hurdles in retirement from men. We break them down and talk with our special guest Audrey West.
In this episode Kevin talks about his book and about creating a retirement income that you can count on to be there when you need it.
In this episode Kevin talks about his book and about creating a retirement income that you can count on to be there when you need it.
Long-term care costs have skyrocketed over the past few years. However, more and more of us will need some type of long-term care at some point in our lives. In this episode we explore ways you can plan to help cover the cost of long-term care. There are a number of strategies that can make it doable.
Long-term care costs have skyrocketed over the past few years. However, more and more of us will need some type of long-term care at some point in our lives. In this episode we explore ways you can plan to help cover the cost of long-term care. There are a number of strategies that can make it doable.
Market volatility can destroy your nest egg and have a negative impact on your retirement income. In this episode we talk about how to protect your retirement income using tips and strategies to help maximize your savings and investments. We also talk about the importance of having a solid medicare strategy to maximize coverage and help minimize costs.
Market volatility can destroy your nest egg and have a negative impact on your retirement income. In this episode we talk about how to protect your retirement income using tips and strategies to help maximize your savings and investments. We also talk about the importance of having a solid medicare strategy to maximize coverage and help minimize costs.
In this episode Kevin talks with financial planner Eric Dileo about what is involved in the retirement planning process and how you can get your finances planned out for a successful retirement. Lots of great tips, advice and strategies for success in this episode!
In this episode Kevin talks with financial planner Eric Dileo about what is involved in the retirement planning process and how you can get your finances planned out for a successful retirement. Lots of great tips, advice and strategies for success in this episode!
Pensions are disappearing. What can you do to make sure that you have adequate monthly income in retirement? Listen to this podcast to learn more about retirement preparation
© 2020-2025 Ivy Podcast Discovery LLC
