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our older shows



01/05/2019 – Life Insurance 101


12/29/2018 – Annuities 101


12/22/2018 – The Company Match


12/15/2018 – Saver Vs. Investor

12/08/2018 – Making A Car Payment


12/01/2018 – Orphaned Accounts


11/24/2018 – Compounding

11/17/2018 – The Family Budget

11/10/2018 – Credit Card Debt

11/03/2018 – Risk Tolerance


10/13/2018 – Financial Harvest

9/29/2018 – Special Guest Steve Osterink, Jr.

9/08/2018 – Missed Opportunities

8/25/2018 Qualified Account



8/18/2018 Spender, Saver, Wealth Creator


8/11/2018 The Retirement Journey


8/04/2018 A Holistic Planner


Retirement Planning

 7-Financial Tools 7/28/2018


Beneficiary Checklist  7/21/2018

Retirement Planning

Life Insurance 6-30-2018

Annuities 6-23-2018

The Company Match 6-16-2018

Saver vs. Investor 6-9-2018

Orphaned Accounts 5-26-2018

Special Guest Carol McLimans 5-19-2018

Compounding vs. Speculation 5-12-2018

The Family Budget 5-5-2018

Credit Card Debt 4-28-2018

Retirement Planning

Life Insurance 6-30-2018

Annuities 6-23-2018

The Company Match 6-16-2018

Saver vs. Investor 6-9-2018

Orphaned Accounts 5-26-2018

*This show’s discussion offers several methods of calculating results, each of which provides one outcome from a wide range of possible outcomes. All results use simplified assumptions that do not completely or accurately reflect your specific circumstances and your actual results will vary from those presented in this discussion. Planners Alliance does not provide tax advice.

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