Episodes by Topic: #ClientTestimony
Doctors help us (or our pets), but who helps them with their financial lives?
Dr. Alan Martin, DVM, joins Mike to discuss how Ronald Blue Trust helped his mom and now his family—you may be surprised with his response! Plus, Mike answers several listener questions about when it makes sense to pay off a home mortgage and how taxation of Social Security works.
Listen to the Episode
Ask Mike A Question
Show Topics
#AmericanHistory #CharitableGiving #ClientStory #ClientTestimony #DebtPayoff #DonorAdvisedFund #FamilyFinance #FederalReserveBank #FinancialCapital #FinancialPlanning #Gambling #InterestRates #Investing #Investors #LastShow #LifeInsurance #LongTermCare #Medicaid #MiracleHill #Mortgage #MunicipalBonds #Politics #RedFlags #RequiredMinimumDistribution #RMD #RothIRA #smallbusiness #SocialCapital #SocialSecurity #SpiritualCapital #TalkingMoneyMinistries #TaxPlanning #TraditionalIRA #TrueWealthManagement #Wealth 1035 exchange 529 Plan Annuities beneficiaries Business Succession CARES Act Charitable Giving Client Story Debt Ceiling Debt Management Digital Assets Diversification donor advised fund Education Planning Entrepreneurship Estate Planning ethics Everyday Steward family finance federal reserve bank Financial Advisor Financial Basics Financial Planning fraud Generosity Giving Inflation Inheritance Inherited IRA Insurance Investment IRA Legacy Life Insurance market Medicare Portfolio Management posterity investment Private Investments Probate Matters Protecting Yourself real estate real estate investing Recession Required Minimum Distribution Retirement Roth IRA savings scams secure act Social Security stock market stockmarket Supply Chain Tax Planning taxes The Economy Traditional IRA Trusts volatility wisdom