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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 125: Defining A Diversified Portfolio – Replay

EP 125: Defining A Diversified Portfolio – Replay

EP 124: Settling An Estate As An Executor – Replay

EP 124: Settling An Estate As An Executor – Replay

EP 123: Tax Deferred to Tax Free: Navigating Taxes in Retirement – Replay

EP 123: Tax Deferred to Tax Free: Navigating Taxes in Retirement – Replay

EP 122: Are You Prepared for the Evolution of Retirement? – Replay

EP 122: Are You Prepared for the Evolution of Retirement? – Replay

EP 121: The Three Retirement Mindsets That Could Have A Negative Impact On Your Retirement Plans

EP 121: The Three Retirement Mindsets That Could Have A Negative Impact On Your Retirement Plans

EP 120: My Story – Replay

EP 120: My Story – Replay

EP 119: The 5 Key Performance Indicators To Help Measure The Health Of Your Retirement Plan – Replay

EP 119: The 5 Key Performance Indicators To Help Measure The Health Of Your Retirement Plan – Replay

EP 118: Certificates of Deposit: What to Consider and How to Use Them – Replay

EP 118: Certificates of Deposit: What to Consider and How to Use Them – Replay

EP 117: Exploring Alternative Investments and Building a Long Term Vision

EP 117: Exploring Alternative Investments and Building a Long Term Vision

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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.”