Your Money!
By Burk Rosenthal
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Podcast Description
Your Money! is a call-in radio talk show dedicated to Money & Retirement. Hosted by Certified Financial Planner™ professional, Burk Rosenthal. The program airs in the Fort Worth/Dallas area each Sunday morning from 7am to 8am on NewsTalk 660 KSKY.
| Name | Description | Released | Price | ||
|---|---|---|---|---|---|
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1 |
Your Money 04-29-12 | Burk discusses his affiliation with the nationally syndicated program, America’s Wealth Management Show. He also takes calls from listeners regarding real estate, 401K rollovers, and estate planning. | 4/30/12 | Free | View In iTunes |
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2 |
Your Money 04-22-12 (Encore Presentation) | Burk discusses retirement income planning, comprehensive financial advisors compared to investment advisors, and moving a 401k when you change jobs. He also takes calls from listeners about beneficiary IRAs, and disappointing bank interest rates. | 4/23/12 | Free | View In iTunes |
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3 |
Your Money 04-15-12 (Encore Presentation) | Burk discusses long term health care with special guest, Cathy Flanagan. He also discusses recent changes to social security and takes questions from listeners regarding wills and trusts, living wills and long term care. | 4/18/12 | Free | View In iTunes |
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4 |
Your Money 04/08/12 (Encore Presentation) | Burk discusses social security and financial issues surrounding aging parents. He also takes questions from listeners about 403(b)s, Roth IRAs, 401(k) rollovers and social security. | 4/9/12 | Free | View In iTunes |
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5 |
Your Money 04-01-12 (Encore Presentation) | Burk discusses the need for comprehensive financial planning – especially for those approaching retirement. He also takes questions from listeners regarding Roth IRA beneficiary options and what to do with inherited stocks, such as paying off a mortgag | 4/3/12 | Free | View In iTunes |
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6 |
Your Money 03-25-12 | Burk discusses a recent AARP survey regarding baby boomers views about retirement. He also discusses three of the biggest retirement risks as well as where you should hold which type of assets. He answers calls from listeners about Roth IRAs and 401Ks. | 3/26/12 | Free | View In iTunes |
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7 |
Your Money 03-18-12 (Encore Presentation) | Burk discusses one of the biggest mistakes investors make with their retirement accounts. He also takes calls from listeners regarding 401(k)s, 403(b)s, CDs, penny stocks, utility stocks, insured munis, and beneficiary mistakes. | 3/19/12 | Free | View In iTunes |
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8 |
Your Money 03-11-12 (Encore Presentation) | Burk discusses estate taxes and income taxes and also discusses income tax planning for 2012. He takes calls from listeners regarding disappointing bank yields, required minimum distributions from IRAs, paying off debt vs investing, and pension decisions | 3/12/12 | Free | View In iTunes |
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9 |
Your Money 03-04-12 (Encore Presentation) | Burk discusses the market and prior market performance. He also shares several of his top income tax planning tips for 2012 and takes calls from listeners regarding aging parents, taxation of dividends, Roth IRA conversions and IRA Required Minimum Distr | 3/5/12 | Free | View In iTunes |
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10 |
Your Money 02-26-12 (Encore Presentation) | Burk discusses income tax planning and shares five of his top ten tax planning tips for 2012. He also takes calls from listeners about investing in bankrupt stocks, life settlements, on-line banks and Roth IRA conversions. | 2/27/12 | Free | View In iTunes |
|
11 |
Your Money 02-19-12 | Burk discusses social security and market statistics. He also answers questions from listeners regarding credit card debt, social security widows and divorcee benefits and CD alternatives. | 2/15/12 | Free | View In iTunes |
|
12 |
Your Money 02-12-12 | Burk discusses social security. He is also joined by Mary Beth Chapman, an editor with investment News and a social security and retirement income specialist. Burk also takes questions from callers about real estate in an IRA, retirement income and reti | 2/8/12 | Free | View In iTunes |
|
13 |
Your Money 01-15-12 | Burk discusses income tax planning for the New Year. He also discusses three New Year’s investment resolutions and takes calls from listeners about 401Ks and Roth IRAs. | 1/11/12 | Free | View In iTunes |
|
14 |
Your Money 12-24-11 | Burk discusses retirement income planning, comprehensive financial advisors compared to investment advisors, and moving a 401k when you change jobs. He also takes calls from listeners about beneficiary IRAs, and disappointing bank interest rates. | 1/6/12 | Free | View In iTunes |
|
15 |
Your Money 12-17-11 | Burk discusses holiday shopping tips. He also takes calls from listeners regarding real estate inside of your IRA, nursing home expenses, estate planning, and pension income. | 1/6/12 | Free | View In iTunes |
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16 |
Your Money 11-19-11 | Burk and Shawn discuss social security and short term goals vs. long term goals. They take calls from listeners regarding why to invest, how divorcee social security benefits work, and how to access retirement accounts without paying a penalty. | 1/4/12 | Free | View In iTunes |
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17 |
Your Money 10-29-11 | Burk discusses a recent study from the Employee Benefit Research Institute which suggests that many boomers are at risk of outliving their retirement savings. He also covers some tips investors can use to help reduce this risk. Burk answers questions fr | 11/30/11 | Free | View In iTunes |
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18 |
Your Money 10-01-11 | Burk discusses Roth IRA re-characterization and a potential danger of cash value life insurance. He also calls from listeners about Roth IRA conversions, what to do with idle cash, types of life insurance, and beneficiary IRAs. | 11/14/11 | Free | View In iTunes |
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19 |
Your Money 09-24-11 | Burk discusses pensions and “lost pensions.” He also discusses the fact that bonds may not be as safe as you think they are. He takes calls from listeners about gold, the market, pension options, and EE savings bonds. | 11/7/11 | Free | View In iTunes |
|
20 |
Your Money 09-17-11 | Burk discusses retirement income planning, comprehensive financial advisors compared to investment advisors, and moving a 401k when you change jobs. He also takes calls from listeners about beneficiary IRAs, and disappointing bank interest rates. | 11/7/11 | Free | View In iTunes |
|
21 |
Your Money 09-10-11 | Burk discusses social security and the possibility of double taxation on retirement accounts. He also takes calls from listeners about fixed indexed annuities, life settlements, and alternatives for cash reserves. | 11/7/11 | Free | View In iTunes |
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22 |
Your Money 08-27-11 | Burk discusses why everyone should at least consider a Roth IRA. He also takes calls and questions from listeners regarding student loans, 401(k)s, estate planning, annuities, and IRA required minimum distributions. | 9/20/11 | Free | View In iTunes |
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23 |
Your Money 08-06-11 | Burk discusses recent market turmoil. He also takes calls from listeners regarding 401K allocation; potential advantages of holding more bonds in tax deferred accounts and more stocks in taxable accounts, in service 401(k) rollovers and Roth IRA conversi | 8/23/11 | Free | View In iTunes |
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24 |
Your Money 07-30-11 | Burk discusses social security issues and what happens to your retirement accounts when you pass away. He also takes calls from listeners regarding social security, life settlements and living trusts as beneficiary. | 8/18/11 | Free | View In iTunes |
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25 |
Your Money 07-23-11 | Burk discusses estate planning with special guest, Board Certified Estate Planning Attorney, Blair Norman. Burk also takes calls from listeners regarding Roth IRA conversions, 401Ks and pensions. | 8/18/11 | Free | View In iTunes |
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26 |
Your Money 7-09-11 | Burk discusses a recent baby boomer survey about retirement and some of the worst decisions retirees make. He also takes calls from listeners about 401(k) rollovers, Roth IRAs vs Traditional IRAs and using annuities for income. | 8/18/11 | Free | View In iTunes |
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27 |
Your Money 06-25-11 | Burk discusses how ERISA plans may disinherit beneficiaries and he discusses common 401(k) mistakes. He takes calls and emails from listeners regarding IRA contribution rules, what to do with an old 401(k), what percentage to invest in company retirement | 8/18/11 | Free | View In iTunes |
|
28 |
Your Money 05-14-11 | Burk discusses estate planning with special guest, Board Certified Estate Planning Attorney, Blair Norman. Burk also takes calls from listeners regarding Roth IRA conversions, 401Ks and pensions. | 6/30/11 | Free | View In iTunes |
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29 |
Your Money 05-07-11 | Burk discusses planning for retirement, estate planning, and new trends for baby boomers entering retirement. He also takes calls from listeners regarding 457 plan options, powers of attorney, guardianship vs healthcare power of attorney, and exposure to | 6/29/11 | Free | View In iTunes |
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30 |
Your Money 04-23-11 | Burk discusses social security longevity, taxation, and penalties. He also takes calls from listeners about stock options, social security, bonds, 403(B)s, and IRAs. | 6/22/11 | Free | View In iTunes |
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31 |
Your Money 04-16-11 | Burk discusses the differences in Traditional IRAs and Roth IRAs. He also discusses changes to social security and takes questions from callers about ramifications of inherited IRAs, taxation of inherited CDs, possibility of accessing funds from an IRA t | 6/14/11 | Free | View In iTunes |
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32 |
Your Money 04-09-11 | Burk discusses a recent Retirement Confidence Survey. He also takes calls from listeners regarding Beneficiary IRAs, Rollovers from employer plans, estate and income tax planning, and social security. | 5/10/11 | Free | View In iTunes |
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33 |
Your Money 03-26-11 | Burk discusses social security, the market, and baby boomers moving into retirement. He also takes calls from listeners about social security and annuity taxation, income tax planning, and long term capital gains. | 4/26/11 | Free | View In iTunes |
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34 |
Your Money 03-12-11 | Burk discusses long term care and retirement income planning. He also discusses the accumulation phase versus the distribution phase of investments. He takes calls from listeners about Roth IRA conversions and Direct Rollovers from and employer plan to | 4/26/11 | Free | View In iTunes |
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35 |
Your Money 03-05-11 | Burk discusses identity theft, 401(k) contributions, and pensions. He also takes calls from listeners about required minimum distributions from IRAs, Roth IRA conversions, and a possible “flat-tax.” | 4/4/11 | Free | View In iTunes |
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36 |
Your Money 02-19-11 | Burk has a timely discussion on tax planning for 2011 and beyond. He also takes calls from a listener with a question about paying off a home with an IRA, as well as a called in question regarding a 403b. | 3/22/11 | Free | View In iTunes |
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37 |
Your Money 02-12-11 | Burk discusses Social Security payback, taking early Social Security benefits versus full benefits, and provides a summary of recent estate tax changes. He also addresses questions from a listener including investing in gold and silver inside an IRA. | 3/22/11 | Free | View In iTunes |
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38 |
Your Money 02-05-11 | Burk discusses the Super Bowl and other trivia, Roth IRA conversions, and proactive tax planning. He also takes calls from listeners to delve into some specific scenarios where Roth conversions might make sense. | 3/8/11 | Free | View In iTunes |
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39 |
Your Money 01-29-11 | Burk talks about bank rates, changes to Social Security laws, the importance of long-term care protection, and Roth IRA conversions. He also provides guidance to listeners calling in with questions on these topics, as well as questions about lost CD reco | 3/8/11 | Free | View In iTunes |
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40 |
Your Money 01-22-11 | Burk discusses facts about the market, Social Security changes, and interesting money facts. He also takes calls from listeners with questions about Roth IRA conversions and municipal bonds | 3/8/11 | Free | View In iTunes |
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41 |
Your Money 01-15-11 | Burk discusses financial resolutions for the New Year; upcoming changes to social security; and some of the risks of investing in bonds. He also takes calls from listeners about annuities; oil and gas investments; options; and special-needs planning for a | 3/8/11 | Free | View In iTunes |
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42 |
Your Money 01-08-11 | Burk discusses income tax planning, estate planning and social security. He also takes calls from listeners about self employed retirement plans and investing in commodities. | 2/28/11 | Free | View In iTunes |
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43 |
Your Money 12-18-10 | Burk discusses year-end planning and upcoming changes to social security. He also takes calls from listeners regarding 401(k) rollovers and social security. | 1/19/11 | Free | View In iTunes |
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44 |
Your Money 12-11-10 | Burk discusses year-end planning and 401(k) mistakes. He also takes calls and emails from listeners regarding Required Minimum Distributions and self-directed IRAs. | 1/19/11 | Free | View In iTunes |
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45 |
Your Money 12-04-10 | Burk discusses estate planning, portfolio rebalancing, and Roth IRA conversions. He also takes calls from listeners regarding inherited annuities and 401(k) contribution amounts. | 12/27/10 | Free | View In iTunes |
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46 |
Your Money 11-20-10 | Burk & Shawn discuss Retirement Income Planning. They also take calls from listeners regarding IRA Rollovers from employer retirement plans, online banks, and commercial real estate. | 12/27/10 | Free | View In iTunes |
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47 |
Your Money 11-13-10 | Burk discusses estate tax planning and estate taxes vs. income taxes. He also takes listeners questions regarding social security taxation, Inherited Roth IRAs and bypass trusts. | 12/9/10 | Free | View In iTunes |
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48 |
Your Money 11-06-10 | Burk & Shawn discuss income tax planning and the risks of investing in bonds. They also take calls from listeners regarding: Roth IRA conversions; Roth conversion rules vs. Roth contribution rules; and beneficiary IRAs. | 12/9/10 | Free | View In iTunes |
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49 |
Your Money 10-16-10 | Burk & Shawn discuss retirement income planning and income tax planning. They also take listeners’ questions about rollover mistakes, cashing out retirement account to pay for house, and whether to contribute to a 401k or Roth 401k. | 11/29/10 | Free | View In iTunes |
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50 |
Your Money 10-09-10 | Burk discusses Estate Planning and estate taxes. He also takes listeners questions about social security and powers of attorney. | 11/10/10 | Free | View In iTunes |
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51 |
Your Money 09-25-10 | Burk discusses IRA Rollover mistakes and why investors often have “scattered investments.” He also takes listeners’ questions about credit card debt, annuities, and buying real estate. | 10/26/10 | Free | View In iTunes |
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52 |
Your Money 09-11-10 | Burk & Julie discuss estate planning. They also take listeners’ questions about IRA Rollovers, the market, and Beneficiary IRAs. | 9/28/10 | Free | View In iTunes |
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53 |
Your Money 09-04-10 | Burk & Julie discuss income taxes and tax planning. They also take listeners’ questions about avoiding probate, bypass trusts, and required minimum distributions. | 9/28/10 | Free | View In iTunes |
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54 |
Your Money 08-28-10 | Burk & Shawn discuss social security. They also take listeners’ questions about social security, government pension offset, and diversifying a concentrated stock position. | 9/16/10 | Free | View In iTunes |
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55 |
Your Money 08-21-10 | Burk & Julie discuss what happens to your retirement accounts when you pass away. They also take listeners’ questions about Teacher Retirement, early social security benefits, estate planning, and what to do with a six figure bonus. | 9/16/10 | Free | View In iTunes |
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56 |
Your Money 08-14-10 | Burk & Julie discuss exceptions to the IRS early withdrawal penalty that applies to certain retirement accounts. They also take listeners’ questions about splitting IRAs as the result of divorce and Roth IRA conversions. | 9/16/10 | Free | View In iTunes |
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57 |
Your Money 08-07-10 | Burk & Julie discuss Estate Taxes. They also take listeners’ questions about inherited IRAs, self-directed IRAs, qualified vs. non-qualified plans, 401(k) rollovers and living trusts. | 8/23/10 | Free | View In iTunes |
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58 |
Your Money 07-31-10 | Burk & Julie discuss retirement planning and Roth IRA conversions. They also take listeners’ questions about master limited partnerships, credit card debt, and 403(b) plans. | 8/18/10 | Free | View In iTunes |
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59 |
Your Money 07-10-10 | Burk & Julie discuss retirement and the difference in planning the “what for” instead of just the “how much.” They also discuss on-line banks and take listeners’ questions about preferred stocks, inherited stocks, Roth IRA conversions, home purc | 7/28/10 | Free | View In iTunes |
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60 |
Your Money 06-26-10 | Julie & Shawn discuss Roth IRA conversions and tax strategies. They also take listeners’ questions about the potential taxes on Roth IRAs, investing in human capital, and costs associated with Roth conversions. | 7/28/10 | Free | View In iTunes |
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61 |
Your Money 06-19-10 | Burk & Julie discuss strategies to help reduce income taxes. They also take listeners’ questions about annuity transfers, savings and 401(k)s, as well as issues for executors of an estate. | 7/28/10 | Free | View In iTunes |
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62 |
Your Money 06-12-10 | Burk & Julie discuss long term care protection and tax deferred and tax free investing. They also take listeners’ questions about inheritance, Roth IRA conversions and asset allocation. | 7/28/10 | Free | View In iTunes |
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63 |
Your Money 05-23-10 | Burk & Julie discuss the new Health Care Bill and the upcoming 3.8% surtax that will apply to certain investment income beginning in 2013. They also take listeners’ questions regarding how much to invest in a 401(k), guaranteed income, and Roth IRA conv | 7/26/10 | Free | View In iTunes |
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64 |
Your Money 05-22-10 | Burk & Julie discuss on-line banks, Roth IRA conversions and beneficiary designations. They also take listeners’ questions about inherited IRAs, Required Minimum Distributions from IRAs, and Roth 403(b) and Roth IRA contributions. | 6/23/10 | Free | View In iTunes |
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65 |
Your Money 05-16-10 | Burk & Julie discuss the differences in estate taxes and income taxes. They also take listeners’ questions about Roth conversions, estate taxes and inherited Roth IRAs. | 6/23/10 | Free | View In iTunes |
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66 |
Your Money 05-15-10 | Burk & Julie discuss the issue of no estate taxes in 2010 (at least for now), and the importance of helping to protect your assets by utilizing long-term care insurance. They also take listeners’ questions about pension survivor options & IRAs. | 6/22/10 | Free | View In iTunes |
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67 |
Your Money 05-09-10 | Burk & Julie discuss the recent market volatility and the Dalbar Study comparing investment returns with actual investor returns. They also take listeners’ questions about on-line banks, Roth conversion taxation and on-line investment scams. | 6/17/10 | Free | View In iTunes |
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68 |
Your Money 05-08-10 | Burk & Julie discuss the stock market plummet this past week. They also take listeners’ questions about market losses, repositioning, asset allocation and Roth conversions. | 6/17/10 | Free | View In iTunes |
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69 |
Your Money 04-25-10 | Burk & Julie discuss not having all of your eggs in one basket. They also take listeners’ questions regarding 401(k) rollovers, establishing 403(b) plans, investing in bankrupt stocks, and “fee-based” accounts. | 6/16/10 | Free | View In iTunes |
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70 |
Your Money 04-24-10 | Burk & Julie discuss a recent study showing many seniors are staying in the workforce longer. They also take listeners’ questions about Roth conversions and Social Security. | 5/19/10 | Free | View In iTunes |
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71 |
Your Money 04-18-10 | Burk & Julie discuss potential threats to wealth during retirement. They also take listeners’ questions about Social Security disability, gifting for estate planning purposes, selling a municipal bond to pay off a mortgage, and Roth IRA conversions. | 5/19/10 | Free | View In iTunes |
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72 |
Your Money 04-17-10 | Burk & Julie discuss IRAs and distribution mistakes when it comes to retirement plans. They also take listeners’ questions about settlements and retirement planning. | 5/19/10 | Free | View In iTunes |
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73 |
Your Money 04-11-10 | Burk & Julie discuss income tax planning and special income tax provisions such as ten-year averaging and capital gains treatment. They also take listeners’ questions about saving for retirement outside of work and income tax brackets. | 5/19/10 | Free | View In iTunes |
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74 |
Your Money 04-10-10 | Burk & Julie discuss income tax issues and more of the IRS dirty dozen income tax scams. They also take listeners’ questions about cashing out IRAs to invest in real estate and how to invest 401(k) money in light of the recent market upswing – are we | 5/19/10 | Free | View In iTunes |
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75 |
Your Money 04-04-10 | Burk & Julie discuss overlooked income tax deductions and some of the IRS dirty dozen income tax scams. They also take listeners’ questions about diversification and inherited IRAs. | 5/19/10 | Free | View In iTunes |
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76 |
Your Money 04-03-10 | Burk & Julie discuss estate tax legislation and potential mistakes when taking distributions from retirement accounts. They also take listeners’ questions about 401(k) rollovers, municipal bonds, life settlements and online banks. | 5/14/10 | Free | View In iTunes |
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77 |
Your Money 03-28-10 | Burk & Julie discuss Social Security reform and income tax planning. They also take listeners’ questions about a short sale versus continuing to rent a prior residence and 401(k) rollovers. | 4/19/10 | Free | View In iTunes |
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78 |
Your Money 03-27-10 | Burk and Julie discuss Social Security and Pension Reform. They also take listeners’ questions and discuss IRA required minimum distributions, Roth 403(b) and Roth IRAs, as well as Roth IRA conversions. | 4/19/10 | Free | View In iTunes |
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79 |
Your Money 03-21-10 | Burk and Julie discuss retirement plans and the importance of being more pro-active when it comes to income tax planning. They also take listeners’ questions about the new homebuyer programs for city employees, asset liquidation for nursing home costs, | 4/19/10 | Free | View In iTunes |
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80 |
Your Money 03-20-10 | Burk and Julie discuss early distribution penalties on retirement accounts. They take listeners’ questions about Roth IRA Conversions, Roth re-characterizations and homebuyer tax credits. | 4/19/10 | Free | View In iTunes |
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81 |
Your Money 03-14-10 | Burk & Julie discuss 401(k) and IRA contribution limits and income phase-outs for 2010. They also take listeners’ questions regarding 401(k) rollovers, Roth IRA conversions and credit card debt. | 4/14/10 | Free | View In iTunes |
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82 |
Your Money 03-07-10 | Burk & Julie discuss IRA distributions, investing and estate planning. They also take listeners’ questions about gold and 401(k) rollovers. | 4/13/10 | Free | View In iTunes |
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83 |
Your Money 03-06-10 | Burk & Julie discuss retirement plans and income tax planning. They take listeners’ questions about the “good neighbor program,” Roth conversions, life settlements, credit card debt, which assets to access for long term care, and where to invest. | 4/13/10 | Free | View In iTunes |
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84 |
Your Money 02-28-10 | Burk & Julie discuss IRAs and 401(k)s. They continue their discussion from last week about some of the exceptions to the 10% penalty for early withdrawals from retirement accounts. They take questions from listeners about the medical exception for early w | 4/12/10 | Free | View In iTunes |
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85 |
Your Money 02-27-10 | Burk & Julie discuss IRAs and 401(k)s. They cover 2010 contribution limits and income phase-outs for IRA deductibility. For a caller, they address some of the pros and cons regarding a possible 401(k) rollover to an IRA. They also discuss beneficiary desi | 4/12/10 | Free | View In iTunes |
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86 |
Your Money 02-21-10 | Burk & Julie discuss retirement planning issues. They also discuss the possibility of using excess cash in the bank to possibly either reduce debt or pay the tax on a Roth IRA conversion. They take caller questions about Roth conversions & VA disability. | 3/27/10 | Free | View In iTunes |
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87 |
Your Money 02-20-10 | Burk & Julie discuss risks to your retirement you may not have even considered. They also discuss the 2010 Credit Card Act and help a caller hoping to renegotiate credit card terms. They discuss living trusts & why “probate avoidance” doesn’t always | 3/27/10 | Free | View In iTunes |
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88 |
Your Money 02-14-10 | Burk & Julie discuss a recent Supreme Court case involving beneficiary designations. They also cover some of the exceptions to premature withdrawal penalties on retirement accounts. They take questions from callers about life settlements and more. | 3/27/10 | Free | View In iTunes |
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89 |
Your Money 02-13-10 | Burk & Julie discuss possible retroactive estate tax law changes. They also discuss Roth IRA conversions and lottery scams. They also discuss CD alternatives and dollar cost averaging with a caller disappointed in current interest rates. | 3/22/10 | Free | View In iTunes |
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90 |
Your Money 02-07-10 | Burk & Julie discuss Roth IRA conversions, the difference in savings and investments, and some of the differences between IRA rollovers and IRA transfers. They also take questions from listeners about saving for retirement and annuities. | 3/8/10 | Free | View In iTunes |
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91 |
Your Money 02-06-10 | Burk & Julie discuss IRA Required Minimum Distributions. They also take questions from listeners about how to create income from 401(k) assets, where to invest after getting out of debt, and Roth conversions. | 3/8/10 | Free | View In iTunes |
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92 |
Your Money 01-31-10 | Burk & Julie discuss 401(k) mistakes, target date funds and financial resolutions for the New Year. They also take questions from listeners about creating additional income ina alow interest rate environment and the pros and cons of investing for retireme | 3/3/10 | Free | View In iTunes |
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93 |
Your Money 01-30-10 | Burk & Julie discuss more "Failed Forecasts" from various sources and Social Security myths. They also take questions from listeners about retiring at age 62 vs. age 65 as well as how to determine the appropraite asset allocation. | 3/3/10 | Free | View In iTunes |
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94 |
Your Money 01-24-10 | Burk & Julie discuss more 401(k) mistakes and more "Failed Forecasts" from various sources. They also take a listener's question about Social Security and a call from a retired broker seeking employment opportunities with Burk & Julie's firm. | 3/3/10 | Free | View In iTunes |
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95 |
Your Money 01-23-10 | Burk & Julie discuss Social Security, asset protection strategies utilizing long term care, and more "Failed Forecasts" from various sources. They also take listeners' questions about estate planning and Social Security. | 3/1/10 | Free | View In iTunes |
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96 |
Your Money 01-17-10 | Burk & Julie discuss 401(k) and IRA rollover mistakes as well as emotional investor mistakes. They continue to share “Failed Forecasts” from various sources. They also take questions from listeners about 401(k) rollovers and investing for retirement. | 2/17/10 | Free | View In iTunes |
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97 |
Your Money 01-16-10 | Burk & Julie discuss retirement plan rollovers. They also share some interesting “Failed Forecasts” from various sources. They take listeners’ questions about IRA Required Minimum Distributions and online banks. | 2/17/10 | Free | View In iTunes |
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98 |
Your Money 01-10-10 | Burk & Julie discuss New Year’s resolutions, emotional investing mistakes, estate tax law changes, and Medicare premiums. They also take listeners’ questions about Required Minimum Distributions and online banks. | 2/10/10 | Free | View In iTunes |
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99 |
Your Money 01-09-10 | Burk & Julie discuss Social Security Myths and Medicare Premiums. They also take listeners’ questions about Life Settlements and possible Income Tax Law changes due to Healthcare Reform. | 2/10/10 | Free | View In iTunes |
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100 |
Your Money 01-02-10 | Burk & Julie discuss the New Year’s Resolutions, Roth Conversions, and Rollover Mistakes. They also take listeners’ questions about Inherited IRAs, using cash to paying off a mortgage or invest for retirement, and buying back military service to enha | 2/1/10 | Free | View In iTunes |
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101 |
Your Money 12-26-09 | Burk & Julie discuss the pros and cons of Roth IRA conversions as well as the required account aggregation rule. They also take listeners’ questions about 401k Rollovers, 60 day IRA Rollover errors, 403(b) plans, and annuities. | 1/24/10 | Free | View In iTunes |
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102 |
Your Money 12-19-09 | Burk & Julie discuss Roth Conversions and the changes beginning in 2010, which will remove the income limitations for those wishing to convert a traditional IRA to a Roth. They also take listeners’ questions about 401(k) rollovers, asset allocation for | 1/16/10 | Free | View In iTunes |
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103 |
Your Money 12-12-09 | Burk & Julie discuss Roth Conversions and the changes beginning in 2010, which will remove the income limitations for those wishing to convert a traditional IRA to a Roth. . They also take listeners’ questions about 401(k) rollovers, asset allocation | 1/10/10 | Free | View In iTunes |
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104 |
Your Money 12-05-09 | Burk & Julie discuss investors moving from brokerage houses to independent firms and the risks of having long-term money in cash or bonds. They also take listeners' questions about saving for college, gifting, and estate taxes, annuities and life settlem | 1/1/10 | Free | View In iTunes |
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105 |
Your Money 11-28-09 | Burk & Julie discuss corporate pensions and the upcoming changes due to the Pension Protection Act of 2006 as well as the trend of corporations shifting away from traditional pension plans. They also take listeners’ questions regarding pensions and ann | 12/24/09 | Free | View In iTunes |
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106 |
Your Money 11-14-09 | Burk & Julie discuss consumer confidence; what psychologists refer to as “recency bias.” They also take listeners’ questions regarding markets, 401(k)s, annuities, and Roth IRAs and 401(k)s. | 12/16/09 | Free | View In iTunes |
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107 |
Your Money 10-31-09 | Burk & Julie discuss a study about married couples not on the same page when it comes to retirement planning. They also take listeners’ questions regarding 401(k) contributions and inheritance decisions. | 12/3/09 | Free | View In iTunes |
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108 |
Your Money 10-24-09 | Burk & Julie discuss retirement distribution mistakes and a social security planning technique that some consider to be a scam, They also take listeners' questions regarding the pros and cons of using IRA money to pay off a home mortgage, CD alternative | 11/22/09 | Free | View In iTunes |
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109 |
Your Money 10-17-09 | Burk & Julie take listeners' questions regarding 401(k) loan pros and cons, Social Security early benefits and full benefits, saving for college, retirement income withdrawal rates and more. | 11/18/09 | Free | View In iTunes |
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110 |
Your Money 10-03-09 | Burk & Julie discuss rollover mistakes. They also take listeners’ questions regarding buying gold, first time home purchase, revocable living trusts, part time work affects on social security, converting teacher retirement funds to a Roth IRA and more. | 11/7/09 | Free | View In iTunes |
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111 |
Your Money 09-26-09 | Burk & Julie discuss rollover mistakes. They also take listeners’ questions regarding using stocks to pay off property, social security penalties, leaving money to grandkids and more. | 10/22/09 | Free | View In iTunes |
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112 |
Your Money 09-19-09 | Burk & Julie discuss Britney Spears, Proposed Estate Tax Law Changes, Asset Protection for Seniors, how to protect against Long Term Care expenses and more. | 10/15/09 | Free | View In iTunes |
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113 |
Your Money 09-12-09 | Burk & Julie discuss 401(k) mistakes. They also take listeners’ questions regarding exceptions to Early Withdrawal penalties from Retirement Accounts, Investing in Bankrupt Stocks, 401(k) and IRA Contributions, and more. | 9/25/09 | Free | View In iTunes |
|
114 |
Your Money 08-29-09 | Burk & Julie discuss recent positive economic news. They also take listeners’ questions regarding Roth Conversions, Social Security, Estate Tax Changes, Life Settlements, Ponzi scheme tax deductions and more. | 9/18/09 | Free | View In iTunes |
|
115 |
Your Money 08-22-09 | Burk & Julie answer listener's questions regarding paying off your home, rolling 401(k) to SEP-IRA, Roth IRAs vs. Traditional IRAs, IRA Required Minimum Distributions and more. | 9/2/09 | Free | View In iTunes |
|
116 |
Your Money 08-15-09 | Burk & Julie answer listeners' questions regarding Roth IRAs vs. Traditional IRAs, 401(k) Rollovers, IRA Required Minimum Distributions, Roth Conversions and more | 8/30/09 | Free | View In iTunes |
|
117 |
Your Money 08-08-09 | Burk & Julie discuss some of the pitfalls of equity index annuities. They also take listener questions regarding social security, investing in gold, IRS back taxes, 401(k) rollovers and more. | 8/30/09 | Free | View In iTunes |
|
118 |
Your Money 08-01-09 | Burk & Julie discuss some of the biggest 401(k) mistakes. They also take listeners' questions regarding 401(k) rollovers, teacher retirement plans, Roth 401(k) vs Traditional 401(k) and more. | 8/24/09 | Free | View In iTunes |
|
119 |
Your Money 07-25-09 | Burk & Julie discuss the markets and investor behavior. They also take listeners' questions regarding the pros and cons of taking IRA withdrawals to pay off debt, probate issues, and more. | 8/24/09 | Free | View In iTunes |
|
120 |
Your Money 07-18-09 | Burk & Julie discuss a recent Dalbar study which suggests why many investors have likely underperformed the markets the past twenty years. They also take listener questions about 401k Rollovers, On-line Banks, IRAs, and more. | 8/24/09 | Free | View In iTunes |
|
121 |
Your Money 07-11-09 | Burk & Julie discuss Madoff issues and answer listeners' questions regarding 401(k)s, Required Minimum Distributions, Annuities, and more. | 8/24/09 | Free | View In iTunes |
|
122 |
Your Money 07-04-09 | Burk & Julie discuss Independence Day and Madoff's loss of his independence and they address listeners' questions regarding Roth Conversions, 401k Rollovers, and Annuity withdrawal consequences. | 8/24/09 | Free | View In iTunes |
|
123 |
Your Money 06-27-09 | Burk & Julie discuss recent Retirement Confidence surveys and take callers' questions about starting a business, inflation concerns, teacher retirement options and more. | 8/24/09 | Free | View In iTunes |
|
124 |
Your Money 06-20-09 | Burk & Julie discuss Retiree Health Costs and take listeners' questions regarding inherited stock, 403(b)s, 401(k)s, and more | 8/20/09 | Free | View In iTunes |
| Total: 124 Episodes |
Customer Reviews
Good Podcast
This podcast has good content and a good format. Definitely worth your time!
Solid Retirement Info
I've been listening to this show in the Dallas area for a while, but when it moved to a new day and time I decided to sign up for the podcast so I could listen while driving to work. This is one of the best financial shows I've heard. I've obtained so many useful tips and good information to help me plan for retirement. I feel like I'm at least on the right track now...
Helpful financial information
As someone with a limited amount of investment knowledge, I find this podcast useful and pertinent to my needs. Mr. Rosenthal provides great explanations and insight to some difficult questions and also dispels many myths about various topics. I highly recommend this show to anyone interested in finances, which should be everyone!
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