Managing Your Financial Future Why You Should NEVER Own Real Estate in Your IRA – Episode 235 September 23, 2025 Thinking of buying real estate with IRA funds? Learn why that move could backfire—and what smarter options exist—with Johnny Dean and Rick Plum, CFP®.
Managing Your Financial Future How to Pay NO Federal Tax on $100,000 of Income – Episode 234 September 16, 2025 Is it possible to earn $100K and pay no federal income tax? Learn how tax brackets and smart planning could help reduce your bill on this week’s episode.
Managing Your Financial Future Can Bucket 1 Actually Increase Your Social Security Benefits? – Episode 233 September 9, 2025 Want larger Social Security checks later? Learn how Bucket 1 may help bridge the gap with cash flow now while delaying benefits for a bigger payoff later.
Managing Your Financial Future College Savings and 529 Plans – What You Need to Know – Episode 232 September 2, 2025 Is a 529 Plan still worth it? Learn the pros, cons, and alternatives for college savings on this episode with Johnny Dean and Rick Plum, CFP®.
Managing Your Financial Future The One Thing Your Financial Plan Can’t Live Without – Episode 231 August 19, 2025 Discover why every financial plan needs room for error—and how that margin can protect you when life or markets don’t go according to plan.
Managing Your Financial Future Why You Should Manage Risk – NOT Return – Episode 230 August 19, 2025 Discover why managing risk—not chasing returns—is key to long-term success. Learn how to prepare for the unknown with Johnny Dean and Rick Plum, CFP®.
Managing Your Financial Future Which Pension Benefit Option Should You Choose? – Episode 228 August 12, 2025 Before choosing a pension payout, learn what to consider—lump sum vs. monthly, spousal needs, and more—with Johnny Dean and Rick Plum, CFP®.
Checking In With Ara Checking In with Ara – July 2025 August 5, 2025 Markets swung in early 2025—but the data reminds us why long-term investing and The Bucket Strategy® are key. Stay the course, stay invested.
Articles What to Know Before You Transfer Assets to Your Heirs August 1, 2025 Learn how to avoid scams like smishing, MFA fatigue, and SIM swapping to help keep your personal and financial information safe.
Articles Sequence-of-Returns Risk: Will You Retire at the Wrong Time? July 31, 2025 Learn how to avoid scams like smishing, MFA fatigue, and SIM swapping to help keep your personal and financial information safe.
Articles Let’s Manage Your Tax Bill July 23, 2025 Learn how to avoid scams like smishing, MFA fatigue, and SIM swapping to help keep your personal and financial information safe.
Managing Your Financial Future What You MUST Know About the New Tax Bill – Episode 229 July 22, 2025 Before choosing a pension payout, learn what to consider—lump sum vs. monthly, spousal needs, and more—with Johnny Dean and Rick Plum, CFP®.
