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Dec 23, 2019

We’ll get in the holiday spirit by hearing some adorable kids talk about what Christmas means to them! Plus, an interesting take on one of the items that the wise men brought as a gift for Jesus… and what people are using it for today.

Dec 16, 2019

Candy is something simple we enjoy (especially at Christmas), but you won’t believe how complicated taxes can be for a mere Kit Kat bar. Confusion over a 75-cent candy bar is one thing – but confusion over taxes with our retirement money is another. Today Abe discusses how we should approach the whole tax question,...

Dec 9, 2019

Whether you have $500,000 or $5 million, Abe reveals that most people (including you)typically share the same top concern about retirement… and how to resolve that anxiety. Plus, why and how to roll over your retirement money when you leave a job.

Nov 25, 2019

If the market goes up, that’s obviously great for your personal economy! But on this episode, Abe discusses if too much of a good thing can lead to a meltdown of your retirement. Plus, Abe explains the vital importance of having a Legacy plan in place by telling the story of what happened to a client recently.

Nov 18, 2019

Remember how excited you were to receive your 1st paycheck from you very 1st job? Do you also remember that gut-wrenching moment when you found out all of the money you earned didn’t actually belong to you? Abe explains how the hard lesson we experienced with our 1st paycheck still applies (in fact, matters even more)...