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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 93: My Story

EP 93: My Story

EP 92: The 5 Key Performance Indicators To Help Measure The Health Of Your Retirement Plan

EP 92: The 5 Key Performance Indicators To Help Measure The Health Of Your Retirement Plan

EP 91: Certificates of Deposit: What to Consider and How to Use Them

EP 91: Certificates of Deposit: What to Consider and How to Use Them

EP 90: How to Create Retirement Confidence

EP 90: How to Create Retirement Confidence

EP 89: 3 Factors To Consider Before Taking Your Social Security Benefits

EP 89: 3 Factors To Consider Before Taking Your Social Security Benefits

EP 88: The 7 Indispensable Steps In Building Your Wealth Strategy

EP 88: The 7 Indispensable Steps In Building Your Wealth Strategy

EP 87: Hidden Tax Strategies, with CPA Tanner Adams

EP 87: Hidden Tax Strategies, with CPA Tanner Adams

EP 86: Four Big Financial Planning Mistakes Business Owners Make

EP 86: Four Big Financial Planning Mistakes Business Owners Make

EP 85: How SDLI Can Provide Flexibility

EP 85: How SDLI Can Provide Flexibility

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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.”