Ticking Tax Time Bomb – With Jeffrey Levine
The Blueprint: Director of Advanced Planning at Buckingham Wealth Partners joins us for a two part series on taxes and the ticking tax time bomb that looms in the distance. Click the play button to...
View ArticleTicking Tax Time Bomb – With Jeffrey Levine Part 2
The Blueprint: On part 1 of this series, we discussed what the ticking tax bomb is and the havoc it can cause. Today, we will discuss proactive strategies and examples. Click the play button to listen...
View Article20/20 Hindsight
The Blueprint: Just like any decision in life, making financial choices would be a lot easier with the benefit of hindsight. Let’s talk about some of the things we might hear from people who wish...
View ArticleSeptember Mailbag Show
The Blueprint: This week we catch up on some emails that were sent into the podcast over the past few weeks. So let’s dive in and tackle some questions from folks just like you. Click the play button...
View ArticleRetirement Concerns Of Baby Boomers
The Blueprint: We’re talking specifically to Baby Boomers on this episode. What are the most common challenges, fears and objectives of this generation? What are some of the mistakes Boomers often make...
View ArticleWhat Retirees Should Know About Wills & Trusts
The Blueprint: People often overlook the estate planning side of preparing for retirement. There are a lot of misunderstandings about trusts and wills and the roles they play in the equation. On this...
View ArticleA 5 Question Retirement Preparedness Quiz
The Blueprint: Want to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement. Click the play...
View ArticlePlay Nice In Your Sandbox, Part 1
The Blueprint: Today we welcome in speaker and author Ron Price. Ron is known for writing the book series “How To Play Nice In Your Sandbox.” Since this year has been a tumultuous time in our everyday...
View ArticlePlay Nice In Your Sandbox, Part 2
The Blueprint: This is the second part of our conversation with Ron Price. Last episode we discussed how to avoid conflict, but what should you do when you’re in the midst of an ongoing disagreement?...
View ArticleWhat Are The Three Qualities Of Money?
The Blueprint: If you don’t know the answer to the question, then this episode is for you. On this episode, we’ll explore the three qualities of money, discuss whether you can achieve them in a single...
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