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The Common Sense Financial Podcast

The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business.

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Featured Episodes

Ep 101: Make Health Planning Part of Your Retirement Planning, with Regan Archibald – Replay

Ep 101: Make Health Planning Part of Your Retirement Planning, with Regan Archibald – Replay

Ep 100: Tax Deferred to Tax Free: Navigating Taxes in Retirement

Ep 100: Tax Deferred to Tax Free: Navigating Taxes in Retirement

Ep 99: The 4 Biggest Obstacles to Effective Estate Planning – Replay

Ep 99: The 4 Biggest Obstacles to Effective Estate Planning – Replay

Ep 98: Longevity: The Retirement Problem No One Is Discussing – Replay

Ep 98: Longevity: The Retirement Problem No One Is Discussing – Replay

Ep 97: Different Approach of Financial Planning Addresses ‘the Missing Middle’ – Replay

Ep 97: Different Approach of Financial Planning Addresses ‘the Missing Middle’ – Replay

Ep 96: An Innovative – and Life-Changing – Way to Look at Retirement, with Dean Jackson – Replay

Ep 96: An Innovative – and Life-Changing – Way to Look at Retirement, with Dean Jackson – Replay

Ep 95: Are You Prepared for the Evolution of Retirement?

Ep 95: Are You Prepared for the Evolution of Retirement?

Ep 94: In Financial Planning, Consider Your ‘Fuel Tank of Capability’ – Replay

Ep 94: In Financial Planning, Consider Your ‘Fuel Tank of Capability’ – Replay

Ep 93: My Story

Ep 93: My Story

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“The podcasts posted here before July 1, 2022 are historical in nature and were previously approved by Kalos Management, LLC. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. Our firm is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the US Government or any governmental agency. The information and opinions contained herein provided by the third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by our firm.”