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

EP 77: An Innovative – and Life-Changing – Way to Look at Retirement, with Dean Jackson

EP 76: The 4 Biggest Obstacles to Effective Estate Planning

EP 76: The 4 Biggest Obstacles to Effective Estate Planning

EP 75: Longevity: The Retirement Problem No One Is Discussing

EP 75: Longevity: The Retirement Problem No One Is Discussing

EP 74: In Financial Planning, Consider Your ‘Fuel Tank of Capability’

EP 74: In Financial Planning, Consider Your ‘Fuel Tank of Capability’

EP 73: Different Approach of Financial Planning Addresses ‘the Missing Middle’

EP 73: Different Approach of Financial Planning Addresses ‘the Missing Middle’

EP 72: Five Assumptions That May Leave You Short of Your Retirement Needs

EP 72: Five Assumptions That May Leave You Short of Your Retirement Needs

EP 71: Do You Want a Tax Planner or a Tax Preparer?

EP 71: Do You Want a Tax Planner or a Tax Preparer?

EP 70: Making Sense of Social Security with Rich Grawer

EP 70: Making Sense of Social Security with Rich Grawer

EP 69: The Wealth Building Strategies of Entrepreneurs and Real Estate Investors Revealed

EP 69: The Wealth Building Strategies of Entrepreneurs and Real Estate Investors Revealed

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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.”