Money Talks Podcast With Dan Joss

Money Talks w Greg and Dan - Financial Principles of a Long Term and Diversification

Greg and Dan discuss long-term investing and diversification. Additionally Dan discusses what investing and wealth creation actually consists of. Ideas, Labor, Raw Materials, and Capital.

Money Talks w. Greg and Dan - Estate Planning Documents

Greg talks with Dan about the basics of Estate Planning. What basic documents are recommended? Wills, Health Care Power of Attorney (HCPOA), Financial or Durable General POA, and Living Wills. Consider a letter of intent. Red, Yellow, and Green light system for timing updates of your estate planning documents. 

Money Talks w. Greg and Dan - Paying Taxes

On this session of Money Talks Greg Granger of WMBG Radio talks with Dan about paying taxes. Avoiding, reducing, evading, delaying taxes. What type of accounts have what tax implications? Know about taxable, tax deferred, and tax free accounts.

Money Talks w. Greg and Dan - CFP Designation

Money Talks w. Greg and Dan - Gifting Money

On this session of Money Talks Greg Granger of WMBG Radio talks with Dan about giving and being generous. Generous people have less stress and stingy people have more stress. We feel better when we give. Plan to give. Give early, give often, and give well. Give appreciated assets to avoid taxes. “Community Foundations”

Money Talks w. Greg and Dan: Introduction to the Three-Legged Retirement Income Stool, Part 1 of 4

In todays episode of Money Talks, Greg and Dan introduce the Three-Legged Stool of Retirement Income: Personal Savings, Social Security, and Employer Contribution Plans.    Dan gives us a little history and statistics about why pensions have fallen by the wayside and how responsibly has become that of the employee’s to save for their own retirement. Dan gives a quick explanation of different types of Employer Contribution Plans, touching a little on what a Retirement Date Fund plan is ve...

Money Talks w. Greg and Dan - Reducing Debt

Money Talks w. Greg and Dan - The Three Legged Retirement Income Stool; Personal Savings. Part 4 of 4

Greg talks with Dan about the third leg of retirement income. Personal Savings. In addition to 401k savings, individuals should saving more to an IRA and after-tax accounts. Greg mentions self-discipline is key to personal retirement savings. IRA, Roth, and other savings vehicles.

Money Talks w. Greg and Dan - The Three Legged Retirement Income Stool; Pensions and Employee Sponsored Plans. Part 3 of 4

Greg talks with Dan about pensions and employer retirement plans. Pensions are going away. Individuals are responsible for their retirement savings through 401k and 403bs.

Money Talks w. Greg and Dan - Spending Money

Money Talks w. Greg and Dan - Secure Act pt. 2

Money Talks w. Greg and Dan - Secure Act

Money Talks w. Greg and Dan - 4% Rule

Money Talks w. Greg and Dan - Insurance Overview

Money Talks w. Greg and Dan - Bias

Money Talks w. Greg and Dan - Secure Act

Money Talks w. Greg and Dan - The Three Legged Retirement Income Stool; Social Security. Part 2 of 4

Social Security:   Most people believe they will receive Social Security upon retirement, but how much and when to start collecting the benefit is an unknown.  In today’s podcast, Greg and Dan discuss the history of Social Security and how it was created to offset some living expenses after retirement.    Most people can expect to receive anywhere from $10-34K depending on how much they paid into the system. The expected amount may be an easier calculation than deciding on WHEN to c...