personal finance

Episode 250: How To Protect Your Parents From Financial Fraudsters

 In this episode, I’m revisiting the critical topic of financial fraud, which I last discussed back in episode 144. This time, I’m bringing a fresh perspective on how you can protect yourself and your loved ones from increasingly sophisticated scams. Cybercrime... read more

Episode 248: Are Index Funds…. Safe? Depends On Which Index!

 In this episode, we are diving into the complexities of using index funds as a “safe” investment option, particularly for short-term financial goals. Drawing from recent client interactions, I explain the misconceptions around the safety of index... read more

Episode 232: Is Renting A House Really Throwing Away Money?

 When is the right time to purchase a home? Today I am explaining some of the crucial factors influencing the decision to buy a house or simply rent. From career transitions to personal circumstances, I share the specifics of when and why purchasing a home might be... read more

Episode 74: Is It Ok To “Go With Your Gut” When Choosing A Financial Advisor?

[https://chtbl.com/track/DE837/traffic.libsyn.com/secure/anesthesiasuccess/E74.mp3]

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Episode 73: All You Need To Know About Disability Insurance w. Larry Keller

[https://chtbl.com/track/DE837/traffic.libsyn.com/secure/anesthesiasuccess/E73.mp3]

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