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Solving the Financial Puzzle

By Dan Cuprill

Weekly show that discusses the problems most people face when planning for their financial future. Special emphasis is placed on tax planning, especially for small business owners.

  1. 1.
    Ep #150: I’m Dead, Now What? Preparing Yourself for Estate Planning08/01/2019
    25:24
  2. 2.
    Ep #149: Social Insecurity: What You Need to Consider When Filing for Social Security07/11/2019
    12:11
  3. 3.
    Ep #148: Stupid Questions?05/16/2019
    24:38
  4. 4.
    Ep #147: The Bern Is Back03/06/2019
    14:39
  5. 5.
    Ep #146: Dealing With Death02/01/2019
    24:49
  6. 6.
    Ep # 145: The Right Reasons To Hire A Financial Advisor12/20/2018
    21:56
  7. 7.
    Ep # 144: Dealing With Disappointment11/14/2018
    38:03
  8. 8.
    Ep #143: Your Portfolio Stinks10/18/2018
    26:55
  1. 9.
    Ep #142: Budgets For People Who Hate Budgets08/30/2018
    24:49
  2. 10.
    Ep #141: In Defense of Debt08/23/2018
    23:00
  3. 11.
    Ep #140: Getting Old Stinks08/16/2018
    17:04
  4. 12.
    Ep #139: Boring Is Beautiful08/09/2018
    20:05
  5. 13.
    Ep #138: Get The Heck Out Of My House07/26/2018
    18:33
  6. 14.
    Ep #137: Dude, Where's My Car?07/19/2018
    15:24
  7. 15.
    Ep #136: How To Leave Your Home07/12/2018
    24:19
  8. 16.
    Ep #135: The Benefits Of Brain Damage07/05/2018
    18:23
  9. 17.
    Episode 134: The Index07/05/2018
    16:11
  10. 18.
    Episode 133: Bond07/05/2018
    18:17
  11. 19.
    Episode 132: Terrible Mistakes05/24/2018
    33:09
  12. 20.
    Episode 131: The Controversial Annuity05/17/2018
    37:13
  13. 21.
    Episode 130: Cutting The Cord05/12/2018
    29:03
  14. 22.
    Episode 129: Revenge Of The Math Teacher04/19/2018
    28:19
  15. 23.
    Episode 128: Life Insurance04/12/2018
    17:57
  16. 24.
    Episode 127: Lessons From A Dying Dog04/06/2018
    16:54
  17. 25.
    Episode 126: Working With The Right Advisor03/08/2018
    18:29
  18. 26.
    Episode 125: 401(k) FAQs03/01/2018
    14:24
  19. 27.
    Episode 124: Stock Market Update02/15/2018
    13:36
  20. 28.
    Episode 123: Listener Questions02/02/2018
    18:41
  21. 29.
    Episode 122: In The News02/02/2018
    22:31
  22. 30.
    Episode 121: Financial Planning Myths01/18/2018
    27:00
  23. 31.
    Episode 120: Buy Vs. Lease01/11/2018
    10:26
  24. 32.
    Episode 119: 2017 Tax Act01/04/2018
    9:31
  25. 33.
    Episode 118: Who Can You Trust?12/28/2017
    9:14
  26. 34.
    Episode 117: Mailbag12/21/2017
    18:06
  27. 35.
    Episode 116: What The Heck Is Bitcoin And Should I Care?11/30/2017
    18:27
  28. 36.
    Episode 115: Tax Code Changes11/21/2017
    13:24
  29. 37.
    Episode 114: Generations11/16/2017
    10:11
  30. 38.
    Episode 113: Are You Happy?11/09/2017
    14:57
  31. 39.
    Episode 112: Current Events11/02/2017
    16:40
  32. 40.
    Episode 111: Special Guest10/26/2017
    27:53
  33. 41.
    Episode 110: Gifting To Adult Children10/19/2017
    13:14
  34. 42.
    Episode 109: Market Volatility10/12/2017
    12:16
  35. 43.
    Episode 108: Listener Questions10/05/2017
    24:57
  36. 44.
    Episode 107: 4th Quarter Planning09/28/2017
    9:39
  37. 45.
    Episode 106: Are You Dysfunctional09/21/2017
    10:16
  38. 46.
    Episode 105: Managing Expectations09/14/2017
    10:01
  39. 47.
    Episode 104: Crisis On A Plane09/07/2017
    8:35
  40. 48.
    Episode 103: North Korea And Your Listener Questions08/24/2017
    11:56
  41. 49.
    Episode 102: When Can I Retire? 08/17/2017
    9:19
  42. 50.
    Episode 101: Make Your Financial Plan A Well-Designed Machine08/10/2017
    16:31
  43. 51.
    Episode 100: Happy 100 with the Mailbag08/03/2017
    11:08
  44. 52.
    Episode 99: A True Risk Tolerance07/27/2017
    15:57
  45. 53.
    Episode 98: Fuzzy Math 10107/06/2017
    18:30
  46. 54.
    Episode 97: The Planning Process06/29/2017
    14:18
  47. 55.
    Episode 96: Mailbag - Emergency Funds And Market Crashes06/22/2017
    16:04
  48. 56.
    Episode 95: DOL Fiduciary Rule06/15/2017
    10:02
  49. 57.
    Episode 94: There Is No Nostradamus06/08/2017
    10:25
  50. 58.
    Episode 93: Questions From The Mailbag06/01/2017
    23:03
  51. 59.
    Episode 92: (Financial) Lies We Tell Ourselves05/25/2017
    14:09
  52. 60.
    Episode 91: Technology's Role In Financial Matters05/18/2017
    16:58
  53. 61.
    Episode 90: Elephants In The Room05/11/2017
    12:23
  54. 62.
    Episode 89: Listener Questions05/04/2017
    14:58
  55. 63.
    Episode 88: Cutting The Cord04/27/2017
    11:50
  56. 64.
    Episode 87: How Do You Know?04/20/2017
    23:29
  57. 65.
    Episode 86: Tales From The Tax Side - Gibraltar04/13/2017
    12:37
  58. 66.
    Episode 85: Mailbag04/06/2017
    14:15
  59. 67.
    Episode 84: Healthcare03/30/2017
    15:08
  60. 68.
    Episode 83: The Un-Asked Retirement Questions03/23/2017
    21:58
  61. 69.
    The Fine Print Fiasco03/16/2017
    54:00
  62. 70.
    Universal Retirement Truths03/09/2017
    54:00
  63. 71.
    The Five Essential Documents To A Solid Estate Plan03/02/2017
    54:00
  64. 72.
    Bad Financial Habits02/23/2017
    54:00
  65. 73.
    Why Your Retirement Is Not A Game Show02/16/2017
    54:00
  66. 74.
    What's In The Fine Print02/09/2017
    54:00
  67. 75.
    Decluttering Your Finances02/02/2017
    54:00
  68. 76.
    Reality (Financial) TV01/26/2017
    54:00

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