(503) 841-5840 [email protected]

92. Leaving a Legacy

In this episode, Corey and Rachelle discuss how to approach leaving money behind, whether that is for family, charitable causes, or the government.  Just kidding!  The goal is for YOU to be able to direct where your wealth goes, which can include minimizing taxes if...

91. Save Taxes with a Cash Balance Plan

In this episode, Corey and Rachelle breakdown cash balance retirement plans.  What are they and are they a good fit for you?  Listen Here! What the heck is a cash balance plan?  Another pre-tax retirement plan, meaning you do not pay taxes on the money you deposit...

90. Lessons from a Retired Surgeon

This episode is an extra special one where Corey interviews his dad, Dr. Kenneth Janoff, a retired surgeon about his career in medicine and achieving financial independence.    Listen Here! He shares stories from growing up in New Jersey, going to medical school at...

89. How to Approach Investing When Markets Are Down

In this episode, Corey and Rachelle take a slightly different approach to talking about the stock market this year.  There have been many ups and downs over 2022, but as investors, how do we deal with that volatility?  What should we do differently, if anything? ...

88. Adjusting to Rising Interest Rates

 If you watch the news or have tried to borrow money any time recently, you know interest rates have increased A LOT this year.  New mortgages 30-year fixed mortgages are averaging more than 7%.  Drastically different from the 2.5-3.5% you could get during covid.  In...

87. Long Term Care – What is it and do you need it

 Once in a while, we have to “eat our vegetables” and talk about insurances.  In this episode, Corey and Rachelle tackle long-term care insurance in recognition of long-term care insurance awareness month.  Insurance conversations almost always revolve around things...