Financially Fluent

Financially Fluent

Por: Ray Godleski
Welcome to Financially Fluent with Ray Godleski from Southeast Wealth Partners, LLC. Whether you're already retired or planning for the future, navigating financial advice can be overwhelming. This podcast cuts through the noise, bringing real insights from experts who specialize in every aspect of a successful financial plan—including how to adapt when things don’t go as expected. Join us as Ray Godleski answers audience questions and shares actionable strategies—not just empty clichés.
25 episodios disponibles

Latest episodes of the podcast Financially Fluent

Ep25 | How “Waiting It Out” Can Wreck Your Retirement Tax Plan (And What To Do Instead) 06/01/2026
Ep24 | Why Waiting for the ‘Perfect Time’ to Invest Could Destroy Your Returns with Phil Blancato 30/12/2025
Ep23 | Why RMDs Could Cost You More Than Taxes (Unless You Plan Ahead) 17/12/2025
Ep22 | Why Your Financial Plan Needs a Mental Health Line Item 02/12/2025
Ep21 | 6 Costly Back Office Mistakes Small Business Owners Make (And How to Fix Them Fast) 19/11/2025
Ep20 | Why Military Retirement Planning Beats Most Corporate 401(k) Strategies—Here's Why 05/11/2025
Ep19 | The Harsh Truth About Insurance Claims: Why Calling That 800 Number First Can Cost You 21/10/2025
Ep.18 | Blockchain, Trade Finance, and the $3 Trillion Opportunity You Haven’t Heard Of 09/10/2025
Ep17 | How to Use Permanent Life Insurance for Retirement, Long-Term Care, and Tax Efficiency 23/09/2025
Ep16 | Are You Really Diversified? How Overlapping ETFs Could Be Hurting You 02/09/2025
Ep15 | 7 Legal Mistakes Small Business Owners Make When Starting Up—and How to Avoid Them 19/08/2025
Ep14 | Why Most People Will Miss the Biggest Opportunities in the New Tax Bill 05/08/2025
Ep13 | The Real Reason You Shouldn’t Ignore Roth IRAs—Even If You Have a 401(k) 15/07/2025
Ep 12 | 5 Types of Annuities Explained (Finally) in Plain English for Pre-Retirees 01/07/2025
Ep11 | Airbnb Taxes, 1031 Exchanges & Audit Triggers—Explained by a CPA 19/06/2025
Ep10 | LLC vs. S-Corp vs. C-Corp: A CPA’s Guide to Choosing the Right Entity 17/06/2025
Ep9 | Estate Planning for Real People: Disability, Blended Families, and Business Owners 03/06/2025
Ep8 | How to Use Equity, 1031 Exchanges, and Reverse Mortgages to Maximize Your Financial Plan 20/05/2025
Ep7 | No, the Social Security Office Won’t Help You Make the Best Filing Decision 06/05/2025
Ep6 | Why Medicare Is NOT Free & 5 Common Enrollment Mistakes to Avoid 22/04/2025
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