How to safeguard your money: Credit card strategies #creditcard #protectyourself #subscribe

Essential documents you can’t ignore! #powerofattorney #dementia #subscribe

Don’t get lost in the varying options for student loans. New episode up now! #fafsa #studentloans

Why just a phone call isn’t enough for a tax issue #taxes #taxplanning #subscribe

Mastering strategies: Crafting your factor portfolio #factorportfolio #investmentstrategy #wealth

Missed opportunity: $1.1 Million Rise in Property Value #commercialrealestate #subscribe #equity

Are scam texts driving you crazy? #scam #fraud #subscribe

How Estate Planning Saved My Grandfather’s care #estateplanning #poa #subscribe

Tac planning strategies your CPA may overlook #cpa #taxplanning #subscribe

Tax season doesn’t have to be stressful. New episode up now! #taxseason #taxes #subscribe

From 2% to 40%: The evolution of passive investing #passiveinvesting #podcast #wealthmanagement

Commercial real estate to create financial freedom #commercialrealestate #financialfreedom

The struggle between convenience & security #fraudprevention #subscribe #podcast

Why you need a trust and a will #ducharmewealthmanagement #trust #will

Is your life insurance policy sufficient? #lifeinsurance #disabilityinsurance #wealthmanagement

How the lock-in effect is keeping homeowners stuck #homeownership #mortgagerates #stuck

❗️Factor investing with Dan Huffman in this new episode ❗️#newepisode #factorinvesting #investing

Why month to month leases hurt your business

Slow down to protect yourself: Fraud is everywhere #fraudprotection #podcast #subscribe

Organizing your estate plan #poa #estateplanning

Navigating ETF markets: What to expect #etfs #bearmarket #subscribe

Housing boom ahead? Millennials set to impact market! #podcast #housingmarket #millennials

Why business owners should invest in commercial real estate. New episode! #commercialrealestate

Senior citizen scams targeting computer security #security #hackers #fraud

Top cost concerns in health care #cancer #medicare #podcast

Understand your liquidity needs for financial success #assets #liquidity #financialservices

Navigating ETF Investment: Key Advantages & Drawbacks #etfs #mutualfunds #podcast

Will the U.S. Dollar Survive? #podcast #usdollar #cryptocurrency #bitcoin

Smart tricks to donate while saving on taxes! #charity #taxes #donations

Protect your identity from hackers! New episode is up #hackers #fraud #podcast

Brian’s cancer journey inspires him to help others #cancer #insurance #subscribe

Business income: Revenue vs. taxable gains #businessowner #netincome #taxableincome

Don’t make this mistake when you get a raise #401k #networth #raise

Valuation insights: What floor are you on? #valuation #recession #market

True or false? ETFs pay dividends #etfs #dividends #subscribe

Understanding America’s Budget: The 86% Spending Challenge #nationaldebt #defensespending #podcast

Choosing your brokerage account risk tolerance #risktolerance #brokerageaccount #indexfunds

How to avoid probate #probate #estateplanning #podcast

Don’t let outdated estate plans create hard times for your loved ones #estateplanning #wealth

The 18.6 Year Real Restate Cycle: What to expect in 2028

Market timing strategies #markettiming #trading #wealthmanagement

Pro Rata Rule: What is it & why is it important? #prorata #wealthmanagement #taxdeferral

Uncovering hidden finances: The $5 savings account surprise #divorcefinance #wealth #podcast

Why analysts should own the stocks they recommend #stocks #investing #wealthpodcast

Why the US economy outpaces Europe #economy #growth #podcast

Kick off 2025 on solid financial footing #newyear #financialfreedom #financialwellness

Mortgage rates: The new normal and what it means for you #mortgagerates #interestrates #podcast

Maximize your gains: Zero tax harvesting strategies #wealthmanagement #financialservices