June 26, 2024
Video: Your Portfolio and the Presidential Election
Stephen: With the 2024 presidential elections fast approaching, we know many of you have concerns about how the outcome might
Read MoreJune 25, 2024
5 Tips for Managing Finances During Summer Vacations
Summer vacations are a time to relax and create memories, but it’s still important to keep your finances in mind.
Read MoreJune 25, 2024
Mid-Year Financial Check Up: Are You On Track?
By conducting a thorough mid-year financial check-up, you can ensure you’re on track to meet your financial goals and make
Read MoreMay 18, 2024
Fund Management Fees: What Are Your Investments Really Costing You?
If you’re not sure, you’re not alone. It’s not like you’re handed a menu of charges when it’s time to
Read MoreMarch 20, 2024
Double Step-Up in Cost Basis: What California Residents Need to Know
For California residents and others in community property states, understanding how the double step-up in cost basis works can significantly
Read MoreMarch 13, 2024
Video: Quick Start For 2024, Early Trends and Insights
Stephen: Welcome back to the Smart Money Show. I’m your host Stephen Rischall, and I’m joined today by my co-host,
Read MoreFebruary 23, 2024
What You Need to Know About Your 401(k) Retirement Plan in 2024
At first glance, your 401(k) retirement plan may seem similar to a traditional savings account, but it’s much more complex
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February 20, 2024
How To Help Your Kids Become Money Masters
It’s not the money that matters. It’s how you use it that determines its true value. Do you want your children to become financially responsible?
Read MoreFebruary 6, 2024
Estate Planning Essentials for Entertainment Professionals
In the dynamic world of the entertainment industry, where careers can be as unpredictable as they are rewarding, estate planning
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