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  1. What Are Your Estate Planning Options

    What Are Your Estate Planning Options

    13
  2. Major Mistake When Selling a House or Business - DTS 140

    Major Mistake When Selling a House or Business - DTS 140

    23
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  3. The Hidden Costs of a High Salary

    The Hidden Costs of a High Salary

    18
  4. Ditch the Suits Podcast - A Year In Review

    Ditch the Suits Podcast - A Year In Review

    12
    1
  5. Ditch the Suits - Holiday Message from Travis and Steve

    Ditch the Suits - Holiday Message from Travis and Steve

    14
    1
  6. You Are Worth It. Don’t Disinherit Yourself When You Lose Your Significant Other.

    You Are Worth It. Don’t Disinherit Yourself When You Lose Your Significant Other.

    10
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  7. ROTH Conversions, 401k Strategies, and Income Tax Planning

    ROTH Conversions, 401k Strategies, and Income Tax Planning

    14
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  8. Rebuilding Life After Death

    Rebuilding Life After Death

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    14
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  9. Should You Do Business with a Financial Advisor

    Should You Do Business with a Financial Advisor

    15
    2
  10. The Problems Created By Not Talking To Your Kids About Money - DTS Ep. 120

    The Problems Created By Not Talking To Your Kids About Money - DTS Ep. 120

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  11. Trying to Avoid Risk In Retirement Creates More Risk - DTS Ep. 119

    Trying to Avoid Risk In Retirement Creates More Risk - DTS Ep. 119

    10
    1
  12. Navigating Risk in Retirement Planning - DTS Ep.118

    Navigating Risk in Retirement Planning - DTS Ep.118

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  13. This May Help You Avoid Irreparable Harm To Your Portfolio - DTS 129

    This May Help You Avoid Irreparable Harm To Your Portfolio - DTS 129

    15
  14. A Broader Perspective on the Long-term Impact of Inflation - DTS 131

    A Broader Perspective on the Long-term Impact of Inflation - DTS 131

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  15. The Nightmare of Taxing Unrealized Capital Gains

    The Nightmare of Taxing Unrealized Capital Gains

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    12
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  16. Why Your Net Worth Is The Wrong Number To Track - DTS 134

    Why Your Net Worth Is The Wrong Number To Track - DTS 134

    22
  17. Surprise Effects of Increasing Corporate Taxes

    Surprise Effects of Increasing Corporate Taxes

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  18. 2024 Proposed Tax Policy Grab Bag (Part 2)

    2024 Proposed Tax Policy Grab Bag (Part 2)

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    13
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  19. Investment Fees…the Good, the Bad, and the Ugly - DTS.EP127

    Investment Fees…the Good, the Bad, and the Ugly - DTS.EP127

    5
  20. Mutual Funds – Why you may get a tax bill, even when you lose money DTS.EP128

    Mutual Funds – Why you may get a tax bill, even when you lose money DTS.EP128

    3
  21. Do You Need $1,000,000 to Retire?

    Do You Need $1,000,000 to Retire?

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  22. Stop Telling People They Have To Be Debt Free - DTS. EP121

    Stop Telling People They Have To Be Debt Free - DTS. EP121

    2
  23. A Way To Make Better Financial Decisions. - DTS.122

    A Way To Make Better Financial Decisions. - DTS.122

    2
  24. How to Make Money by Leveraging Debt. - DTS.123

    How to Make Money by Leveraging Debt. - DTS.123

    5
  25. 2024 Proposed Tax Policy Grab Bag (Part 1)

    2024 Proposed Tax Policy Grab Bag (Part 1)

    1
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    21
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