Smart Money

In this show we discuss the option to sell your life insurance death benefit. The pros and the cons.

Legacy planning is important and on this episode we go over Trusts, Wills, and other estate planning documents and why they are important to have.

During today’s episode we discuss the market volatility and what you can do to help deal with it.

Today we talk about how the current economy is affecting Mortgage rates and how it may be affecting your finances.

How a financial service professional can help you manage your money in an efficient and effective manner

Kevin breaks down what the Fed rate hike means for you and your finances.

We talk about tips for keeping more of you money and growing it as well.

Rising inflation and market volatility isn't a good combination for your finances and retirement funds, but there are strategies to help weather the storm. In this episode we talk about tips and strategies to help you deal with both.

Kevin welcomes special guest Enpo Tu, the COO of My Financial Coach. They discuss making the right financial decisions and getting the help you need to achieve your financial goals.

Is there a way to time your taxes to save money and pay less? In this episode we explore the power of "when" regarding taxes.

Did you know you can have your own team of financial professionals? In this episode we discuss who you need on your financial team and why.

In this episode we talk about the new weekly podcast and how we will focus not only on finance to have smart money and be smart with your money, but how to have a smart life as well!

In this episode Kevin talks about the misconceptions and realities of Reverse Mortgages..

An Interview with the Mayor of Laguna Niguel

Everyone worries about taxes but you don't want to pay too much in taxes. In this show we discuss some ways you can use tax advantaged strategies to maximize the amount of money you can receive while paying the least in taxes.

Tax season can be a stressful thing for some people. In this show Kevin brings in an expert and they talk about what you need to know to possibly limit that tax burden and hang on to more of your hard earned money.

Kevin welcomes special guest, business attorney Jenny Tran from Brown and Streza to talk about setting up a business, selling a business and creating a succession plan for your business.

Kevin welcomes a guest host from CMG Financial to talk about ways to help you possibly lower your true mortgage costs and shorten the length of your mortgage.

In this show, we will be talking about Social Security and ways to maximize your benefit. It is important to understand Social Security and its strategies in order to manage your Social Security benefit and maximize the entirety of your retirement income plan.

Do you have questions about Medicare? This episode looks at each of the different parts of Medicare and answers many Medicare questions that you will need to know.