Crystal Colbert, CFP®, CTS™, CES™'s Contributions

Are These Six Biases Destroying Your Investment Portfolio?

Oct 3 – In today's Lifetime Planning episode, Aaron Wiegman and Crystal Colbert discuss the six most common biases that hinder investors from making optimal financial decisions, particularly when it comes to their investment portfolio...

Josh & Crystal on What You Should Know About the Housing Market Right Now

Aug 8 – On today's Lifetime Planning episode, Josh Nunn and Crystal Colbert discuss major trends impacting the housing market and how housing is at an extreme point in history when you take a look at the most current data. Josh and Crystal dig into...

Roth IRAs vs. Traditional IRAs - Understanding the Basics

Jul 26 – Financial Sense Wealth Managment's Crystal Kessler, CFP®, explains the difference between a Roth IRA vs. a traditional IRA, when a person may want to open a Roth IRA, the pros and cons of doing so, and how they can be used for...

What to Know About 401(k)s and the Timeline of Retirement Savings

May 3 – The Covid crash and recession affected a number of retirement plans, including the amount of savings people are putting into retirement funds. In today's podcast, Josh Nunn and Crystal Kessler discuss...

Biden's $1.9T 'Rescue' Bill - What Businesses and Individuals Should Know

Apr 5 – Financial Sense's Josh Nunn and Crystal Kessler discuss Biden's American Rescue Plan and how it affects Federal student loans, PPP loans, unemployment insurance, and other tax-planning considerations for individuals and businesses.

Roth IRA vs 401k - What You Need to Know

Dec 28 – In today's Lifetime Planning program, Jim Puplava and Crystal Kessler discuss everything you need to know about Roth IRAs and how they can help individuals potentially save on taxes, especially in those crucial retirement years...

How Roth IRAs Can Help You Save on Taxes for the Long-term

Sep 14 – Today's podcast is all about Roth IRAs and how they can help individuals potentially save on taxes, especially in those crucial retirement years. Topics discussed: when to get a Roth conversion, contribution limits, pros and cons...

Marketing to Millennials: Understanding Tomorrow’s Biggest Consumer

Mar 2 – On this month’s edition of Millennial Monday, Crystal Kessler, Josh Nunn and Justine Hall explore the most important trends and best practices when it comes to marketing to millennials. They discuss effective tactics businesses and brands..

A Millennial's Guide to Saving for Retirement

Feb 3 – On this month's edition of Millennial Monday, we're talking all things retirement. Crystal Kessler, Josh Nunn and Justine Hall explain how to figure out how much you'll need to save for retirement, how to account for things like inflation and what types of...

Americans Facing Big Changes to Retirement Under SECURE Act

Jan 13 – Jim Puplava and Crystal Kessler delve into one of the most sweeping changes to retirement planning, the SECURE Act. Jim tells listeners what to watch out for with the new set of rules and explains how to plan accordingly. He also looks at changes to income tax...

Tips to Help You Get Into Financial Shape in 2020

Jan 7 – On today’s Millennial Monday, Crystal Kessler, Josh Nunn and Justine Hall share tips and tricks on how you can get into great financial shape for the coming year and decade. They discuss ways you can save more money, how you can be more intentional in...

Open a Roth Today, Thank Yourself Tomorrow

Dec 22 – Find out how it could be beneficial to open a Roth account on today’s edition of Lifetime Income. Jim Puplava speaks with Associate Wealth Manager Crystal Kessler about theperks of IRAs at any stage in life. Whether you’re just starting out or nearing retirement...

Should You Buy or Lease Your Next Car?

Dec 1 – December is one of the most popular months in the U.S. for acquiring new cars. But, should you buy or should you lease? On this month’s edition of Millennial Monday Josh Nunn, Crystal Kessler and Justine Hall explore the pros and cons...

Your Credit Card Survival Guide

Nov 4 – On this month’s edition of Millennial Monday, Crystal Kessler and Justine Hall provide a crash course in everything related to credit. They discuss why a good credit score is important, how to achieve a high score, what you can do to raise your score...

Making Student Loans Work for You

Oct 7 – On this edition of Millennial Monday Crystal Kessler and Josh Nunn delve into student loans and managing debt. They discuss seven of the biggest mistakes people tend...

Coffee and Avocado Toast Aren’t Keeping Millennials From Investing

Aug 26– On this special Tuesday edition of Millennial Monday Crystal Kessler and Justine Hall explore what’s really keeping millennials from investing, saving for retirement and buying homes. They dispel myths about millennials and money...

Dear Graduate, Here Are Nine Mistakes You Don’t Want to Make

Aug 26 – On this edition of Lifetime Income’s Millennial Monday Crystal Kessler and Josh Nunn take a deep dive into everything you need to know about taking that first step into adulthood. They cover how to start saving, investing, achieving work-life balance and provide important...

Exploring the Four Trillion Dollar Wellness Economy

Aug 19 – On this edition of Millennial Monday, Crystal Kessler, Josh Nunn and Justine Hall delve into the four trillion dollar wellness economy and examine what's driving it to become an even larger player in the years ahead. They look at the fitness and nutrition industries...

Open a Roth Today, Thank Yourself Tomorrow

Jul 29 – Find out how it could be beneficial to open a Roth account on today’s edition of Lifetime Income. Jim Puplava speaks with Associate Wealth Manager Crystal Kessler about the perks of IRAs at any stage in life. Whether you’re just starting out or nearing retirement, you’ll find out

Why You Need to Open a Roth IRA

Jun 21 – You should open a Roth if you’re single and your modified adjusted gross income is less than $122,000. If you’re married, filing jointly and your modified adjusted income is less than $193,000. If you have a traditional or rollover IRA...

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