Money Concepts - The Planning Firm presents Money Concepts Radio - short financial planning segments designed to bring clarity to the often confusing waters of the financial world.

Latest episodes of the podcast Money Concepts Radio

• Financial Stories #12: Summary
• Financial Stories #11: The widow in early 90s
• Financial Stories #10: The family in early 80s
• Financial Stories #9: The family in early 70s
• Financial Stories #8: The family nearing retirement
• Financial Stories #7: The family with adult children (empty-nesters)
• Financial Stories #6: The seasoned small business owner
• Financial Stories #5: The young small business owner
• Financial Stories #4: The farming family
• Financial Stories #3: The middle-class family in their 40s
• Financial Stories #2: How planning saves time, stress, and money
• Financial Stories #1: The "financial planning is expensive" myth
• Market Mania #5: Personal lessons learned (so far)
• Market Mania #4: What happens next?
• Market Mania #3: What is Reddit and who are Reddit investors?
• Market Mania #2: Hedge funds
• Market Mania #1: What you need to know about GameStop & Reddit
• Saving For College #10: Summary
• Saving For College #9: Mortgages, investments, and other options
• Saving For College #8: Series EE bonds
• Saving For College #7: Life insurance
• Saving For College #6: Roth IRAs
• Saving For College #5: Coverdell Education Savings Accounts (ESAs)
• Saving For College #4: 529 college savings plans - part 2
• Saving For College #3: 529 college savings plans - part 1
• Saving For College #2: Costs and parental support
• Saving For College #1: Getting started
• Year-end Tax Tips #9: New stimulus package
• Year-end Tax Tips #8: Retirement, HSA, and 529 contributions
• Year-end Tax Tips #7: Bunching deductions
• Year-end Tax Tips #6: One-time opportunities for 2020
• Year-end Tax Tips #5: Taking more than the required minimum distribution (RMD)
• Year-end Tax Tips #4: Harvesting losses
• Year-end Tax Tips #3: Harvesting gains
• Year-end Tax Tips #2: Deferring or accelerating income or expenses
• Year-end Tax Tips #1: Know what has changed and watch the election results
• SECURE Act #11: Summary
• SECURE Act #10: New uses for 529 college savings plans
• SECURE Act #9: Qualified birth or adoption distributions (QBOADs)
• SECURE Act #8: Estate planning opportunities for retirement accounts
• SECURE Act #7: Proactive strategies to mitigate new inherited IRA rules
• SECURE Act #6: New inherited IRA planning opportunities
• SECURE Act #5: Drastic changes to inherited retirement accounts
• SECURE Act #4: Changes to employer retirement plans
• SECURE Act #3: Removal of age restriction for Traditional IRA contributions
• SECURE Act #2: Required Minimum Distribution (RMD) age moved to 72
• SECURE Act #1: Introduction
• Purpose-driven Finances: Summary and perspective
• Purpose-driven Finances Priority #10: Live on the rest
• Purpose-driven Finances Priority #9: Pay down the mortgage
• Purpose-driven Finances Priority #8: Save for future goals
• Purpose-driven Finances Priority #7: Save for basic retirement living expenses
• Purpose-driven Finances Priority #6: Save for periodic expenses
• Purpose-driven Finances Priority #5: Finish protecting the household
• Purpose-driven Finances Priority #4: Pay off consumer debt
• Purpose-driven Finances Priority #3: Starting a good insurance plan
• Purpose-driven Finances Priority #2: Emergency fund
• Purpose-driven Finances Priority #1: Giving back to God
• Purpose-driven Finances Intro: Why should we care?
• CARES Act #12: Update to retirement account relief
• CARES Act #11: Update to PPP loan forgiveness
• CARES Act #10: Summary...so far...
• CARES Act #9: Health care relief and charitable giving
• CARES Act #8: No Required Minimum Distributions (RMDs) for 2020
• CARES Act #7: Retirement account relief
• CARES Act #6: Debt and rent assistance
• CARES Act #5: Expanded unemployment benefits
• CARES Act #4: Recovery rebates in the bank
• CARES Act #3: Additional stimulus for businesses
• CARES Act #2: Economic Injury Disaster Loans (EIDLs)
• CARES Act#1: Paycheck Protection Program
• Coronavirus & The Markets #11: Summary - Five opportunities
• Coronavirus & The Markets #10: Summary - Five action steps
• Coronavirus & The Markets #9: Things more important than money
• Coronavirus & The Markets #8: When to put cash to work
• Coronavirus & The Markets #7: Foundational action steps
• Coronavirus & The Markets #6: Key perspectives for bear markets
• Coronavirus & The Markets #5: Conversational process part 2
• Coronavirus & The Markets #4: Conversational process for getting out of the market
• Coronavirus & The Markets #3: Expectations and opportunities redux
• Coronavirus & The Markets #2: Previous health pandemics and recoveries
• Coronavirus & The Markets #1: Expectations and opportunities
• 10 Financial Goals for 2020: Summary
• 10 Financial Goals for 2020: Goal #10 - Get organized
• 10 Financial Goals for 2020: Goal #9 - Fiscal health day
• 10 Financial Goals for 2020: Goal #8 - Insurance review
• 10 Financial Goals for 2020: Goal #7 - Investigate your credit
• 10 Financial Goals for 2020: Goal #6 - Active budgeting
• 10 Financial Goals for 2020: Goal #5 - Juice your savings
• 10 Financial Goals for 2020: Goal #4 - Get healthy
• 10 Financial Goals for 2020: Goal #3 - Grow in generosity
• 10 Financial Goals for 2020: Goal #2 - Ditch your bank
• 10 Financial Goals for 2020: Goal #1 - Create a mission statement
• 10 Financial Goals for 2020: Create systems
• 10 Financial Goals for 2020: Setting goals
• Make Your Giving Go Further #10: The WHY of giving
• Make Your Giving Go Further #9: The tax cost of giving errors
• Make Your Giving Go Further #8: Four mistakes in giving
• Make Your Giving Go Further #7: Multi-general giving through donor-advised funds
• Make Your Giving Go Further #6: Creative giving through trusts