Solving the Financial Puzzle: Recent Episodes
Dan Cuprill
Weekly show that discusses the problems most people face when planning for their financial future. Special emphasis is placed on tax planning, especially for small business owners.
When it comes to cars and houses, buying and leasing are both popular options for ownership. Let’s explore which may be the best for you based on your lifestyle.
The tax act that was recently passed will be making a lot of changes to the United States’ tax code. Dan breaks down the many ways these new changes could affect you going forward.
As you visit with friends and family throughout this holiday season, you’ll hear a lot of financial advice from them and from the media that may not be the best for you. Dan breaks down what to watch out for when people discuss personal finance tips with you.
Dan answers some listener questions about home ownership in retirement, portfolio diversity, DIY planning, and more.
Dan takes a close look at the Bitcoin craze. Should you rush to learn all that you can about cryptocurrencies or just ignore the fad?
It’s time to examine the new tax code laws making their way through Congress and how they could impact your retirement.
It is important to consider your family when planning for retirement. Learn about leaving a legacy and about talking to your kids about finances.
Join us with special guest Allison Liddle, where we discuss the ins and outs of setting life goals.
Learn the proper techniques and strategies for passing on your wealth to your children.
Find out what investment strategies you can employ as this year enters its final quarter.
In this week’s episode, we pay homage to Jimi Hendrix by examining three major planning flaws we see almost daily.
In this edition, we discuss how unreasonable expectations can doom a strategy before it even begins.
Determining when you can retire is one of the most popular questions we receive. Let’s find out when it’s best for you to finally hang up your worker’s hat.
There are too many sloppy financial plans out there. Make sure yours runs like a well-designed machine.