Sep 24, 2016
Aired: 9/24/2016 11 AM:: Hosts discuss the importance of
diversifying your 401(k) properly and share whether you should
invest in real estate or index funds. Later in the hour the
discussion flips to how you can determine stock loss with a
non-public company and 8 financial tasks you must do by
year-end.
Sep 24, 2016
Aired: 9/24/2016 10 AM:: Hosts answer frequently asked financial questions including whether you can roll your solo 401(k) to a simple 401(k). They end the hour with last-minute tax planning tips before year-end.
Sep 17, 2016
Aired: 9/17/2016 11 AM:: The state of the US tax code couldn’t be more uncertain. Hosts discuss the presidential candidates’ opposing views on taxes and explain what tax strategies you should take advantage of now before it’s too late.
Sep 17, 2016
Aired: 9/17/2016 10 AM:: Hosts discuss a two decade study on the character traits of America’s wealthy and explain what lessons can be learned from the millionaire next door.
Sep 10, 2016
Aired: 9/10/2016 11 AM:: Hosts discuss the good, the bad and the ugly of Baby Boomers’ retirement plans. Plus, Big Al quizzes Joe on retirement and investing questions.