Nov 20, 2023 – On this week's edition of Lifetime Planning, Aaron Wiegman and Crystal Colbert discuss the basics of long-term care as well as the three main methods of how to pay for it, whether self-funding, traditional insurance, or a...
Oct 23, 2023 – On today's Lifetime Planning segment, Financial Sense Wealth Management's Crystal Colbert and Aaron Weigman discuss various charitable planning strategies that can maximize the tax benefits from giving to...
Oct 9, 2023 – Financial Sense Wealth Management's Crystal Colbert and Aaron Weigman answer some of the most frequently asked questions about transitioning from an employer-sponsored health plan to Medicare. For example, when should I start the process?...
Sep 4, 2023 – It's Life Insurance Awareness Month and in today's Lifetime Planning podcast, Aaron Wiegman and Crystal Colbert discuss the basics of life insurance when it comes to when to get a policy, the various types of policies, the 'DIME' approach...
Aug 14, 2023 – Crystal Colbert and Aaron Wiegman delve into the significance of tax diversification, highlighting how a higher marginal tax rate can influence Social Security and Medicare premiums. They examine the income brackets most...
Jul 10, 2023 – Crystal Colbert and Aaron Weigman take on the issue of student loan payments, which are set to resume after a prolonged moratorium put in place after Covid. They discuss when payments will have to resume, how much this will...
Jul 1, 2023 – After seeing strong gains in the stock market for the first half of the year, Crystal Colbert and Aaron Wiegman look at some important 401k allocation considerations when it comes to harvesting gains, rebalancing among...
Jun 12, 2023 – Thirty-year mortgage rates have soared back to over 7%, levels unseen in the past 10-20 years. Coupled with persistently low inventory, these conditions are placing significant pressure on potential homebuyers, challenging...
Jun 5, 2023 – On today's Lifetime Planning episode, we explore the vital process of succession planning and delve into the integral role of buy/sell agreements. If you are a business owner and would like to know more about the steps...
May 8, 2023 – Join us for an informative Lifetime Planning episode, as hosts Crystal Colbert and Aaron Wiegman discuss tax savings from California's Proposition 19. In this episode, they'll examine the impact Prop 19 has on individuals over the age of 55, shedding light...
May 1, 2023 – On today's episode of Lifetime Planning, we have a special guest, Michael Webb from Business Transition Advisors, who sheds light on the fascinating world of ESOPs or Employee Stock Ownership Plans. Michael shares his insights...
Apr 10, 2023 – In today's Lifetime Planning podcast, Crystal Colbert and Aaron Wiegman discuss the importance of tax diversification since having a higher marginal tax rate can have an impact on Social Security and Medicare premiums...
Apr 3, 2023 – In today's Lifetime Planning episode, Josh Nunn and Aaron Wiegman discuss the importance of estate planning and the key elements you need to consider when creating a plan. We start by breaking down the difference between...
Mar 20, 2023 – In today's Lifetime Planning podcast, Aaron Wiegman and Josh Nunn discuss the ins and outs of disability insurance, looking at the various factors that can affect cost and coverage, how it differs from disability insurance offered...
Mar 13, 2023 – In today's Lifetime Planning podcast, Aaron Wiegman and Crystal Colbert dive into the basics of health savings accounts or HSAs, which are a type of savings account that can be used to pay for qualified medical expenses tax-free. Today, we'll explain...
Mar 6, 2023 – Are you ready to tackle your taxes this year and make sure your financial health is in tip-top shape? Then tune in to today's Lifetime Planning podcast where Financial Sense Wealth Management's Aaron Wiegman and Crystal Colbert...
Feb 13, 2023 – In today's Lifetime Planning episode, Aaron Wiegman and Josh Nunn discuss what options you have for a 401k that may be from another company you are no longer with. For example, do you have a full vested interest in the funds...
Jan 2, 2023 – Financial Sense's Aaron Wiegman and Finance of America Reverse's Kellan Brown discuss the ins and outs of reverse mortgages, home equity conversion mortgages, and why these options are becoming attractive for many Americans...
Dec 26, 2022 – Financial Sense's Aaron Wiegman and Crystal Colbert discuss the various steps and considerations investors may want to keep in mind when it comes to giving or donating to charities. This may include the use of a charity ratings...
Nov 7 – Financial Sense Wealth Management's Aaron Wiegman and Josh Nunn discuss the most important things to do and complete by year-end when it comes to required minimum distributions, year-end tax planning considerations...
