top of page
VIDEOS
Medicare: Medical Underwriting
Medicare: Rate Changes
Medicare: Open/Annual Enrollment
No Pants Finance: So Many Fees!
No Pants Finance: "Independent" Advisors
No Pants Finance: Rules of Thumb & Calculators
No Pants Finance: Automation & Tech
Kids & Money: Contentment & Giving
Kids & Money: Bank Accounts & Budgets
Kids & Money: Setting a Good Example
Kids & Money: Visualization
Qualified Charitable Distributions
Endow Iowa Tax Credit
Donor Advised Funds
CARES Act: Charitable Deductions
CARES Act: RMD Waiver
CARES Act: Tax Filing Extension
The Essence of Financial Planning
bottom of page