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House Radio Show Archived Podcasts 1
House Radio Show Archived Podcasts 2
House Radio Show Archived Podcasts 3

• 02/7/25
Share 2025 and Beyond




• 03/17/23
  Is Your Estate Planning in Order? Important Things to Address
  
  





• 03/10/23
  Beyond the 4% Rule: How Much Can You Spend in Retirement?
  
  





• 02/24/23
  Preparing for Your Retirement Pt.2
  
  





• 02/17/23
  Preparing for Your Retirement Pt.1
  
  





• 02/02/23
  A Market Rally & Optimism Ahead, but is it warranted?
  
  





• 01/27/23
  Market & Economy Update and Secure Act 2.0 Tax Law Changes
  
  





• 12/23/22
  Your 2023 New Years Financial Resolutions
  
  





• 12/16/22
  Critical IRA Mistakes to Avoid
  
  





• 12/9/22
  The Four Phases of Retirement by Dr. Riley Moynes
  
  





• 12/2/22
  Money on My Mind/The Pain in My Brain
  
  





• 11/18/22
  Year-End Financial Tips with Tracey
  
  





• 11/11/22
  Market Updates & Positive Outlook
  
  





• 10/20/22
  How Much Can You Spend in Retirement? Answer These Questions First
  
  





• 10/14/22
  8 Ways To Deal With—and Even Benefit From—Rising Inflation
  
  





• 10/6/22
  Year-End Tax Moves that Investors Should Consider
  
  





• 9/30/22
  Bear Markets, Backdoor Roths, & Should You Buy That Vacation Home?
  
  





• 9/23/22
  A Raise for Retirees & The Benefits of Spousal IRAs
  
  





• 9/16/22
  Gift & Estate Taxes - Laws, Strategies, and More
  
  





• 9/9/22
  Social Security: Answering Your Biggest Question
  
  





• 9/2/22
  Is It a Good Time to Convert A Traditional IRA to a Roth IRA?
  
  





• 8/26/22
  8 Ideas for Adjusting Your Stock and Bond Portfolio
  
  





• 8/19/22
  A Hot Jobs Reports & A Hot Recession Debate
  
  





• 8/5/22
  Inflation Insights & The American Consumer: The Good News
  
  





• 7/29/22
  Don’t Look! How to Peek at Your 401(k) Without Freaking Out
  
  





• 7/22/22
  Notable Predictions & Preparing Yourself For the Rest of 2022 PT.2
  
  





• 7/15/22
  Notable Predictions & Preparing Yourself For the Rest of 2022 PT.1
  
  





• 7/5/22
  Reasons to Stay Optimistic!
  
  





• 6/24/22
  What Issues Should You Consider During a Market Correction?
  
  





• 6/17/22
  U.S. Outlook & All-Weather Investing
  
  





• 6/3/22
  Commonly Asked Questions: Q&A with Tracey
  
  







• 5/27/22
  Time-Tested Tips for Investors During Challenging Times
  
  







• 5/13/22
  April Inflation News, Economic Outlook, & Proposed Retirement Law Changes
  
  







• 5/6/22
  Recession Fears Offset by Positive Economic Signs & A Lesser-Known Social Security Strategy
  
  







• 4/22/22
  Tax Tips for Retirees & A Market Update
  
  







• 4/7/22
  Preparing for Retirement in 2022 and Beyond Pt. 2
  
  







• 4/1/22
  Preparing for Retirement in 2022 and Beyond
  
  







• 3/26/22
  Retirement Guide and Checkpoints
  
  







• 3/18/22
  In the Headlines – Inflation and Interest Rates
  
  







• 3/10/22
  Seven Ways to Keep Emotions in Check During a Down Market
  
  







• 3/4/22
  Markets in War Times
  
  







• 2/25/22
  How to Keep Perspective During Heavy Market Volatility
  
  







• 2/18/22
  The Six Biggest Social Security Mistakes People Make pt. 2
  
  







• 2/11/22
  The Six Biggest Social Security Mistakes People Make pt. 1
  
  







• 2/4/22
  Outlook for 2022
  
  







• 1/28/21
  Inflation and Money Illusion
  
  







• 1/22/21
  Creating a Happier Financial Life in 2022
  
  







• 12/17/21
  The Push to Early Retirement and How to Avoid Rollover Blunders
  
  







• 11/24/21
  Gratitude – Reasons to be Grateful for Money
  
  







• 11/19/21
  Year-End Tax Strategies
  
  







• 11/12/21
  Market Updates,Earnings Beat Expectations
  
  







• 11/5/21
  Scams and Fraud – How to Protect Yourself
  
  







• 10/29/21
  Record cash on the sidelines, markets at all time highs, where should you invest?
  
  







• 9/24/21
  Emotionally Preparing for Retirement
  
  







• 9/17/21
  Visualizing Retirement - The Future You
  
  







• 9/10/21
  Inflation and Investments
  
  







• 9/3/21
  Despite the Pandemic Workers and Retirees Confident about their Retirement
  
  







• 8/27/21
  Companies Have All Time High of Cash
  
  







• 8/20/21
  Finding the Ideal Mix Between Stocks & Bonds
  
  







• 8/13/21
  Good News! Corporate Earnings are Reporting Strong Results!
  
  







• 7/30/21
  10 for 10 ~ Investment Themes for the Next 10 Years
  
  







• 7/9/21
  Bullish in the Long-Term
  
  







• 7/2/21
  Consumer Confidence Soars
  
  







• 6/18/21
  Where to Invest New Money
  
  







• 6/4/21
  Market Update
  
  







• 5/14/21
  Tick Tock – I hear the inflation clock!
  
  







• 5/7/21
  Roth Conversions in Action!
  
  







• 4/30/21
  Ticking Time Bomb: Taxes in Retirement
  
  







• 4/23/21
  New IRS Interpretation of SECURE ACT
  
  







• 4/16/21
  Is this The New Roaring ‘20s?
  
  







• 4/9/21
  Market Rally
  
  







• 3/19/21
  Are Big Tech Companies too big?
  
  







• 3/12/21
  Investing for the Next Decade
  
  







• 2/26/21
  How to Make Your Portfolio Healthier in 2021
  
  







• 2/12/21
  Personal Finance Lessons from Covid-19
  
  







• 1/29/21
  Lessons from 2020 Stock Market
  
  







• 1/15/21
  How Covid Affected Retiring and Aging
  
  







• 12/18/20
  2020 End of Year Investment Strategies Pt.2
  
  







• 12/11/20
  2020 End of Year Investment Strategies Pt.1
  
  







• 12/4/20
  Market Rally Broadening
  
  







• 11/13/20
  What Did the Election Mean for Investors?
  
  







• 11/6/20
  3rd Quarter - Even with Uncertainty Markets Move Higher
  
  







• 10/23/20
  Avoid the Common Traps to Saving, Investing and Spending in a Recession. Pt. 2
  
  







• 10/19/20
  Avoid the Common Traps to Saving, Investing and Spending in a Recession. Pt. 1
  
  







• 10/9/20
  Turbocharged Stocks.
  
  







• 9/11/20
  Election Effect on the Market and Economic Indicators.
  
  







• 8/29/20
  What's New in the Markets?
  
  







• 8/14/20
  Creating Confidence in Retirement
  
  







• 8/7/20
  How much do you need to Save for Retirement?: “Survey Says!” Pt. 1
  
  







• 7/17/20
  MA Mid-Year Review.
  
  







• 6/26/20
  Markets Going Up!
  
  







• 6/18/20
  Why, Yes, You Can Retire in a Pandemic!
  
  







• 6/18/20
  Lessons from the Fed Chair Pt.2
  
  







• 5/22/20
  Lessons from the Fed Chair Pt.1
  
  







• 5/22/20
  Patterns I’ve Observed of Successful Investors Pt.2
  
  







• 5/15/20
  Patterns I’ve Observed of Successful Investors Pt.1
  
  







• 5/8/20
  How to Take Advantage of Market Volatility.
  
  







• 5/1/20
  Retiring in 2020?
  
  







• 4/24/20
  Markets are Holding Up!
  
  







• 4/17/20
  Equity Markets & Sectors – What’s Happening!
  
  







• 4/10/20
  Financial Planning and Investing Tips for Right Now.
  
  







• 4/3/20
  The Stimulus Package & YOU.
  
  







• 3/27/20
  Keeping Your Cool.
  
  







• 3/20/20
  Keeping Perspective.
  
  







• 3/17/20
  Tips to handle the Market Pt. 2
  
  







• 3/13/20
  Tips to handle the Market Pt. 1
  
  







• 2/28/20
  Corona Virus and the Market.
  
  




Listen to our recently ARCHIVED Podcasts by clicking here
House Radio Show Archived Podcasts 1
and older ARCHIVED shows
House Radio Show Archived Podcasts 2
House Radio Show Archived Podcasts 3
You can also download them on iTunes!