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Living With Money

Jan 30, 2020

In Ep. 106, Tim talks with Dr. Jeff Anzalone.  Jeff is a full-time periodontist and the creator of the website and blog "Debt Free Doctor".  Jeff helps other doctors, and those in the medical field, manage and dig their way out of debt.  He also provides valuable information about real estate investing, specifically...


Jan 23, 2020

 In Ep. 105, Tom walks the listeners through a letter from his accountant.  The letter lays out tips for how to get your 2019 taxes done in a timely, simple fashion.  There have been a handful of changes to the tax code over the last few years, so it's important to stay up to date.  The letter also illustrates how to...


Jan 16, 2020

In Ep. 104, Tim and Tom discuss the SECURE Act and the number of changes it's going to have on your retirement plans.  They discuss the changes to the Stretch IRA, changes to contribution age restrictions and RMD age requirements in IRA's, as well as some changes the SECURE Act made to 529 plans.  If you have a 401(k),...


Jan 9, 2020

In Ep. 103, Tim walks listeners through a few financial planning checklist items to take care of in January to get 2020 started on the right foot!  He breaks down how to evaluate last year's budget and make adjustments, how to tweak your savings habits, how to evaluate your goals and investments as well.  Timely...


Jan 2, 2020

In Ep. 102, Tim talks with Tina Hay.  Tina is the founder and CEO of Napkin Finance, and the author of the recently released book "Napkin Finance: Build Your Wealth in 30 Seconds or Less".  The book was released this past Monday, December 30th, 2019.  They discuss how the illustrations help visually display the...