E263: Original Medicare vs. Medicare Advantage Plans Explained
June 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.
E215: How to Switch Banks (In 5 Steps)
March 8, 2024
E214: Understanding Umbrella Insurance – What Does It Mean and Why Do You Need It?
February 28, 2024
E213: A Step-by-Step Guide to Setting Up a Solo 401(k) for Self-Employed Professionals
February 21, 2024
E212: Can a 529 Be Rolled Into a Roth IRA?
February 14, 2024
E211: The Benefits of Working With a Flat Fee Financial Advisor
February 8, 2024
E210: Simplifying Tax Season – The Essential Tax Documents You Can't Afford to Miss
February 6, 2024
E209: Navigating Tax Debt – What to Do When You Can't Pay the IRS
January 24, 2024
E208: New Reporting Requirement for Small Businesses (BOI)
January 17, 2024
E207: My Three Words for 2024
January 10, 2024
E206: Important Numbers for 2024
November 29, 2023
E205: How to Set Up a Household Budget – A Template for Categories and Groups
November 22, 2023
E204: Estate Planning – Choosing Between a Will and a Trust for Peace of Mind
November 15, 2023