Aug 31, 2020
You won’t believe the latest tax proposal coming from California Democrats. Their new wealth tax would follow residents – even if they move out of state! Jason discusses why it’s more important than ever to protect yourself from whatever tax proposals our politicians come up with next. Plus, why states may put...
Aug 24, 2020
Yes, 2020’s been a weird year…and there’s more weirdness ahead with the November election and the possibility of more layoffs starting in October. Jason explains how to prepare yourself financially for what’s ahead. Plus, we’ll explain the difference between being rich and being wealthy. Have a question or...
Aug 18, 2020
Jason’s back from the perfect social distancing vacation in Alaska! We’ll hear about his time in the great outdoors. Plus, Fidelity’s out with some new health care estimates for retired couples. Warning: the price tag is hefty! And we’ll hear about the unique way that NFL rookie Joe Burrow plans to spend & save...
Aug 11, 2020
The headlines are negative right now, and retirement confidence is down…but don’t let that stop you from getting answers about your future. This week, Jason discusses how to address your concerns head-on, and why you may want to do a little dreaming about retirement! Have a question for Jason? Contact us at