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Sep 29, 2020

“It’s the most confusing time of the year.” - Medicare is a complicated yet necessary part of life when over the age of 65. Open enrollment is October 15th thru December 7th, and each year the health and drug plans can change costs, coverage, providers and pharmacies in their networks. You need to be informed, but...


Sep 14, 2020

In these crazy times, many people are leaving or changing jobs for various reasons. When that happens, a big question instantly becomes: What should I do with the 401(k) from my old job? The idea of doing a rollover can seem a little intimidating. On this episode, George breaks down what to consider… and how easy...


Sep 3, 2020

Living through our current political and news climate, it seems like the worst time to do anything other than focus on getting through this chaos… Much less adjusting your investments and long-term financial plans. But this episode highlights what power you may not realize you have (and when to use it) concerning your...


Aug 31, 2020

As if 2020 wasn’t crazy enough, California lawmakers are not only trying to raise their income tax rates, they’re also proposing what could be first-in-the-country wealth tax! What scares us is that if California gets away with it… other states could likely follow. After George explains how you CAN govern the...


Aug 19, 2020

It’s no secret that the virus has impacted the income of countless American workers… And this fall is expected to be very difficult for the businesses that have been hit the hardest. October 1st is when some of the payroll protection provisions under the CARES Act expire, and that means another round of...