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Each week Jack and Carey will feature a different topic, ranging from College Planning, Retirement, Estate Planning, and Specialized Advice for Woman.

Each week Jack and Carey will feature a different topic, ranging from College Planning, Retirement, Estate Planning, and Specialized Advice for Woman.
More Information

Location:

Holland, MI

Description:

Each week Jack and Carey will feature a different topic, ranging from College Planning, Retirement, Estate Planning, and Specialized Advice for Woman.

Language:

English

Contact:

616-931-1223


Episodes

Financial Scams And Identity Theft - July 20

7/17/2019
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Jack and Carey dive right into some of the most prominent financial scams and how to avoid them.

Duration:00:40:54

What's My Retirement Number? - July 6

7/3/2019
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Jack addresses a common question when somebody is nearing retirement, "How much money do I need for retirement?"

Duration:00:40:49

Roth IRA Rules And Mistakes - June 29

6/26/2019
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Carey and Jack talk to you about the rules of Roth IRA's and common mistakes!

Duration:00:40:49

Should You Take Social Security At Age 62? - June 22

6/19/2019
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Carey is still a one man band and is telling you why you shouldn't take social security at age 62!

Duration:00:40:55

Avoiding Penalties from the IRA - June 15

6/15/2019
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The guys talked live in the studio about the effects of tariffs, the sadly diminishing farms income, how to avoid IRA withdraw penalties, and more!

Duration:00:42:07

College Planning - June 8

6/8/2019
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Carey is flying solo and talking about college planning!

Duration:00:40:49

Transfer on Death - June 1

6/1/2019
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The guys talk about the importance of Transfer on Death and how it is structured in this pre-recorded show!

Duration:00:40:44

Kids, Summers Jobs, and Roth Accounts - May 25

5/25/2019
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Jack and Carey are in studio talking about the importance of starting a Roth when your kids find summer work.

Duration:00:40:47

Getting Them Started Early - May 25

5/25/2019
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The guys discuss how to teach your kids to plan for their fiscal future and answer some of your questions in this pre-recorded show!

Duration:00:40:47

Ten Rules Of Retirement - May 18

5/18/2019
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Jack and Carey talk about the ten rules of retirement.

Duration:00:40:41

Consolidating Your 401k - May 11

5/11/2019
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Jack and Carey are in the studio talking 401k consolidation, discussing the market, and answering your money questions.

Duration:00:42:04

Growing your Wealth Effectively - May 4

5/4/2019
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The guys sat down and talked about how to grow your wealth effectively.

Duration:00:40:42

Social Security - April 27

4/27/2019
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The guys spoke with special guest Vonda VanTil about social security.

Duration:00:40:44

College Planning - April 20

4/20/2019
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Jack and Carey talk about how to plan for college and how to deal with student loans.

Duration:00:42:16

Retirement Budgeting - April 13

4/13/2019
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Jack and Carey discuss budgeting after you have retired.

Duration:00:40:40

Guide to the Market - Apr. 6

4/6/2019
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Jack gives an update on the market for the first quarter of 2019.

Duration:00:41:34

Donations - Mar. 30

3/30/2019
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Jack discusses how to properly utilize the tax benefit of donating to charity.

Duration:00:43:32

Social Security Mistakes - Mar. 23

3/23/2019
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Jack and Carey delve into the market and cover some common mistkes when it comes to taking social security.

Duration:00:41:46

Divorced or Widow? Your Financial Checklist - March 9

3/9/2019
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Jack and Carey talk about your financial checklist if you get divorced or become a widow.

Duration:00:40:50