Real Estate Tips
UEN-TV 9.1
Past Show Times:
6:30 PM on Mar 7, 2024
David Holland, CFP is joined by realtor, Bill Navarra, to share his tips for buying and selling real estate. Paul Weidner, a mortgage broker, gives us the pros and cons of real estate as an investment. The Panel of CFP Professionals offers insights on how to align our finances with our values.
Accumulation Strategies
UEN-TV 9.1
Past Show Times:
6:30 PM on Mar 14, 2024
David Holland, CPA, CFP and CFP Professional, Conner Kolodge, discuss retirement saving strategies. CFP Professional, Kurt Mortenson, shares critical steps to take as you approach retirement. And, if you're not ready to retire, the Panel of CFP Professionals offers financial tips when starting a business.
Sudden Wealth
UEN-TV 9.1
Past Show Times:
6:30 PM on Mar 21, 2024
David Holland, CPA, CFP, is joined by Susan Bradley, CFP, to discuss what to do if you receive a financial windfall. Author, Joy Loverde, reveals how to plan ahead for age-related health challenges. The Panel of CFP Professionals explores finding balance between spending, saving, and giving.
Gender and White\Blue Collar Finance
UEN-TV 9.1
Past Show Times:
6:30 PM on Mar 28, 2024
David Holland, CPA, CFP is joined by author, Kerry Hannon, to discuss the financial roadblocks often faced by women. Carrie Rattle, a professional money coach, shares what happens when a white-collar woman marries a blue-collar man. The Panel of CFP Professionals discusses the important financial steps to take at key stages in life.
Probate/Affinity Fraud/Investing
UEN-TV 9.1
Past Show Times:
6:30 PM on Apr 4, 2024
David Holland, CPA, CFP, hosts. The Attorney Panel walks us through the probate process. Joseph Borg, Director of the Alabama Securities Commission, explains affinity fraud. And, Carolyn Nolan, CFP, outlines the basics of investing.
Contesting A Will/Hiring An Adviser
UEN-TV 9.1
Past Show Times:
6:30 PM on Apr 11, 2024
David Holland, CPA, CFP, hosts. The Attorney Panel explores the process of contesting a Will. Nicholas Stuller shares tips on how to hire a financial adviser. Business coach, Teresa Rand, explains how social media can skew our financial and lifestyle perspectives.
Avoiding Probate/Adviser Myths
UEN-TV 9.1
Past Show Times:
6:30 PM on Apr 18, 2024
David Holland, CPA, CFP, hosts. The Attorney Panel explains how to avoid probate. Nicholas Stuller debunks the myths about financial advisers. Attorney Kim Bouck shares insights on personal injury lawsuits.
Workaholics/Generosity and Your Financial Plan
UEN-TV 9.1
Upcoming Show Times:
6:30 PM on Apr 25, 2024
David Holland, CPA, CFP, hosts. The Panel of Psychologists analyzes workaholics. Abundance Activist, Ellen Rogin, and David discuss generosity. And, CPA, Conner Kolodge, provides an overview of tax-efficient investing.
Homestead/Signs Spouse Is Thinking Divorce
UEN-TV 9.1
Upcoming Show Times:
6:30 PM on May 2, 2024
David Holland, CPA, CFP, hosts. The Attorney Panel discusses the benefits of homestead property. CFP Professional, Lili Vasileff, reveals the tell-tale signs your spouse is thinking about a divorce. And CFP Professional, Conner Kolodge, shares estate planning techniques to minimize taxes.
Attorney Fees/Retirement Psychology
UEN-TV 9.1
Upcoming Show Times:
6:30 PM on May 9, 2024
David Holland, CPA, CFP, hosts. The Attorney Panel "spills the beans" on how attorneys get paid. Retirement adviser, John Shrewsbury, and David have a candid discussion of retirement psychology. And CFP Professional, Carolyn Nolan, shares how cash and debt need to be managed as part of an overall financial plan.
Foreclosures/Business Sales
UEN-TV 9.1
Upcoming Show Times:
6:30 PM on May 16, 2024
David Holland, CPA, CFP, hosts. The Attorney Panel discusses the foreclosure process. Nicholas Stuller shares how to maximize the value of a financial adviser relationship, and CFP Professional, Susan Bradley, reviews key considerations when selling a business.
Estate Planning with Blended Families
UEN-TV 9.1
Upcoming Show Times:
6:30 PM on May 23, 2024
David Holland, CPA, CFP, hosts. The Attorney Panel delves into estate planning for blended families. Women's wealth coach, Jayne Ellegard, shares why courage is an essential part of your finances. Bill Navarra explains the role of a realtor in real estate transactions.
Missed Elements In Retirement Planning/Guardianships
UEN-TV 9.1
Upcoming Show Times:
6:30 PM on May 30, 2024
David Holland, CPA, CFP, hosts. The Attorney Panel explains what a guardianship is and how it works. Financial advisor, John Shrewsbury, and David discuss the essential elements of a successful retirement. And CFP Professional, Shardea Ages, shares the basics of investing.
Real Estate Contracts/Retirement Challenges/Insurance
UEN-TV 9.1
Upcoming Show Times:
6:30 PM on Jun 6, 2024
David Holland, CPA, CFP, hosts. The Attorney Panel discusses contracts and why they should be reviewed by your attorney. Financial adviser, John Shrewsbury, RICP, and David discuss the challenges of creating a successful retirement. CFP Professional, Carolyn Nolan, will share why insurance is an essential part of an overall financial plan.
Legal Entities/How to Stop Worrying About Money/Probate
UEN-TV 9.1
Upcoming Show Times:
6:30 PM on Jun 13, 2024
David Holland, CPA, CFP, hosts. The Attorney Panel discusses business entity selection when setting up a business. Abundance Activist, Ellen Rogin, shares how to stop worrying about money. Attorney, Michael Pyle, explains how probate works.
Economic Adversaries In Retirement/Gender & Divorce/(Ir)revocable Trusts
UEN-TV 9.1
Upcoming Show Times:
6:30 PM on Jun 20, 2024
David Holland, CPA, CFP, hosts. The Attorney Panel explains the differences between a revocable and an irrevocable trust. Financial adviser, John Shrewsbury, sheds light on the economic adversaries that retirees face. And CFP Professional, Lili Vasileff, shares some of the gender differences that come in to play during a divorce.
Sunk Costs/Power of Attorney/55+ Communities
UEN-TV 9.1
Upcoming Show Times:
6:30 PM on Jun 27, 2024
David Holland, CPA, CFP, hosts. The Psychology Panel explores the concept of sunk costs and financial decisions. Attorney Michael Pyle explains how a power of attorney document works. Realtor, Bill Navarra, provides an overview of 55+ communities.