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20/20 MONEY

Feb 25, 2019

Today is a shorter, solo episode and I talk all things cash. This may seem like a boring topic because cash as an asset class really hasn’t mattered much over the past 11 years. We’ve all been accustomed to seeing the 0.05% (.0005) interest rate in your checking account, so it was basically a lost cause to think...


Feb 18, 2019

Welcome to this Episode of The Dose podcast. My guest on today’s show is Kevin Wittmeyer, Manager at Slattery & Holman, P.C. here in Carmel, Indiana. For today’s podcast, Kevin stops by to discuss how to effectively utilize Cash Balance Plans and the benefits they can have for the right person in the right...


Feb 11, 2019

Welcome to another episode of The Dose. In this episode, I’m joined again by Dr. Jeremy Ciano, an optometrist located in Carmel, IN (where my office is located) and the owner of two practices: RevolutionEyes and Little Eyes, a pediatric practice. Jeremy and I talk again to get “generally specific” about all things...


Feb 4, 2019

Welcome to this Episode of The Dose podcast. My guest on today’s show is Kevin Wittmeyer, Manager at Slattery & Holman, P.C. here in Carmel, Indiana. Kevin stops by to discuss the advantages of Donor Advised Funds and charitable donation strategies to consider with legislative changes to the Tax Cuts and Jobs Act....