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Life move’s pretty fast – Is your financial plan keeping pace?

Welcome to The Financial Aspects Podcast Series, where your host Paul Saad will take a fresh approach to help you explore and navigate critical financial issues, in order to maximize your return on life.

You can also access the series through Apple Podcasts, Spotify, TuneIn, Deezer, Stitcher and other sites.

 

Upcoming Episodes:

  • Timely tax considerations
  • Creating a sustainable income stream
  • Advice from a recent retiree
  • Basics of Investing in rental properties
  • Challenges of the sandwich generation
    • Caring for aging parents
  • Charitable gifting and philanthropy
  • What should I know about social security
  • What should I know about Medicare
  • Special needs Trusts