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Podcast Episodes
#23 – 3 habits you can start today to change your life!
In this episode you will learn: What are the three [...]
#22 – What happens if my spouse dies?
Obviously, no one wants to even think about the thought [...]
#21 – Should you refinance your mortgage?
When the majority of homeowners refinance they don’t look at [...]
#20 – How to access retirement money prior to 59.5
In this weeks episode we will discuss: Strategies to [...]
#19 – The trifecta of HSA’s (Health Savings Accounts)
https://anchor.fm/peeling-back-money-life/episodes/19---The-trifecta-of-HSAs-Health-Savings-Accounts-eeiki0 In this weeks episode: The trifecta of owning and [...]
#18 – How to handle debt
In this episode we cover Different types of debt How [...]
#17 – What you need to know about Annuities
Listen to this episode if you are considering purchasing an [...]
#16 – COVID-19 Uncertainty. Be passive or active?
In this weeks episode Defining passive versus active investing [...]
#15 – What to do during times of uncertainty? How can you not just survive but thrive!
In this weeks episode: How can we make the best [...]
#14 – Financial Professionals
In this episode, we are going to be [...]
#13 – How to make the MOST of COVID-19: Part 2
In Part 1 we discussed how to make [...]
#12 – How to Make the Most of COVID-19 Part 1
In Part 1 of making the most [...]
#11 How to withdrawal from your investments in retirement
In this episode, we will discuss how to [...]
#10 Building the Right Habits
"If you believe you can change - if [...]
#9 – Designing Your Best Life
In today's episode, we are talking about how [...]
#8 – Your investments cost and tax efficiency
Did you figure out your asset allocation from our [...]
#7 – Amount in stocks, bonds, and cash? Is that the right amount?
Quick Recap of Episodes 5 and 6 where [...]
#6 – Becoming a Sound Investor
Did you take that one piece of action [...]
#5 – How Would You Rate Your Knowledge as an Investor
In this episode we will cover: What to [...]
#4 – Our Strategy for Saving
In this episode we will talk about: [...]
#3 – The Big 3 Expenses
In this episode we will talk about Where [...]
#2 – Reaching for Financial Independence
In this episode will will cover: What is financial [...]
#1 – Goals and Values
Welcome to Peeling Back Money and Life Episode #1. To kick off this podcast we are going to talk about our goals and values of money and life. We will be covering the following: About me and my background as your host. What do you value in life? What