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Ep 72: Tax Planning Strategies with Steven Brewer, CPA

With the increasing tax environment that we’re in, it’s important as ever to be paying close attention to your financial decisions and the impact they could have on tax planning. Many of the investments you’re making today could have both short and long-term tax obligations and proper planning can ensure that you’re keeping as [...]

By |2022-09-06T18:53:53+00:00August 10th, 2022|Podcast|Comments Off on Ep 72: Tax Planning Strategies with Steven Brewer, CPA

Ep 64: How To Recognize Your Own Voice of Greed

When it comes to your money, you might have several different voices in your head— maybe the voice of greed, or the voice of fear, and sometimes the voice of wisdom. Let’s look at some things we might hear from the voice of greed so you know how to recognize it when you hear it…

By |2022-08-09T19:37:44+00:00April 20th, 2022|Podcast|Comments Off on Ep 64: How To Recognize Your Own Voice of Greed

Ep 63: How Baseball Principles Also Score Financial Runs

After listening to today’s episode, you’ll never attend another baseball game with the family and look at it the same way. We’re going to show you how taking some of baseball’s most basic principles can also lead to financial success in your retirement portfolio. So, grab your peanuts and crackerjacks and let’s take the financial field.

By |2022-08-09T19:38:11+00:00April 6th, 2022|Podcast|Comments Off on Ep 63: How Baseball Principles Also Score Financial Runs

Ep 53: Pride Before A Fall: How Overconfidence Can Lead To Financial Ruin

Proverbs 16:18 says “Pride goes before destruction, a haughty spirit before a fall.” Let’s talk about some of the ways that pride might manifest itself in your financial planning in the form of overconfidence.

By |2022-08-09T19:51:24+00:00November 3rd, 2021|Podcast|Comments Off on Ep 53: Pride Before A Fall: How Overconfidence Can Lead To Financial Ruin

Ep 47: GEICO Book

One of the largest employers in the Macon area is GEICO. Over the years, Lee has sat down with many employees of this company and helped them plan for retirement. There have been many common traits among this demographic of people, so Lee wanted to put the most common problems he has seen in his new book "Leaving The Lizard."

By |2022-08-09T19:53:58+00:00August 5th, 2021|Podcast|Comments Off on Ep 47: GEICO Book

Ep 26: 5 Easy Ways to Ruin Your Retirement

Everyone has read blogs, watched shows, and listened to people talk about all the key ways to improve or succeed in retirement. But what about how you can mess it all up? Let’s tackle five easy ways to ruin your retirement (then just do the opposite of these things and you’ll be fine).

By |2022-08-09T20:46:06+00:00September 17th, 2020|Podcast|Comments Off on Ep 26: 5 Easy Ways to Ruin Your Retirement
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