The Financial Wake-Up Call Podcast
Wake Up Your Finances with Dave Crossan
Dave breaks down complex financial topics in simple terms making them easy to understand. He invites his listeners to grasp how their decisions today are impacting their future, both short and long-term.
- Home Mortgages with Fred Grise of Citizens Bank
- Your Financial Checklist to Start 2024
- What is a Registered Index-Linked Annuity (RILA) and how does it work?
- Your End of The Year Financial Checklist
- CD Types You Should Know About
- Should I Consider Gifting While Alive?
- FDIC vs. SIPC: Understanding The Key Differences and Coverages
- Advance Directives, Living Wills, Health Care Proxies, and Medical Power of Attorneys.
- All you need to know about Series I Savings Bonds or commonly called “ I Bonds”
- The Most Common Types of Life Insurance Policy
- Required Minimum Distributions (RMDs) from Your Retirement Accounts
- The Psychology of Finance with guest, Joy Principe, CPA
- Basic Guidelines for Inherited IRAs That Could Confuse Non-Spouse Beneficiaries
- How Does Net Unrealized Appreciation Affect IRA Rollovers?
- 529 Education Questions Answered
- Estate Planning & Probate - What You Need to Know
- Traditional IRA Annuities for Long-Term Care (CLT) Benefits
- 10 Financial Question You Need To Ask Yourself
- Things You Need to Do 5 Years Before Retirement
- Tips To Improve Your Credit Score
- Long Term Care
- Debt Strategies to Take Control Back
- Financial Literacy for Kids
- Estate Tax vs. Inheritance Tax (state by state)
- Common Estate Settlement Mistakes for Beneficiaries
- Bond 101 - Bond Types and Benefits
- Financial Tips for College Graduates
- Estate Planning Tips
- Common Investment Mistakes
- Beneficiary Taxes and Strategies
- Trusts, Children and Second Marriages
- Avoiding Financial Fraud and Scams
- Assets During Divorces
- Types of Power of Attorney
- Common Estate Planning Mistakes
- Having a Will vs. Having a Beneficiary Designation
- Gifting! Amounts and non-taxable giving options discussed...
- Risks and Rewards of Refinancing
- Whether to Buy or to Lease a New Car
- Annuities Explained - Options for Spouse or Retirement
- Beneficiary Q&A
- Bonds & How To Protect Your Legacy Investments
- A Deep Dive into 401Ks, Stocks & Stock Options, Appreciation & Current Market Values
- Long Term Care Planning & Insurance
- Navigating Rollovers & Unnecessary Tax Events
- 401Ks, Rollovers, Retirement and More
- Saving Accounts, Debt Reduction & Positive Cashflow
- How to Start Investing: Your Financial Journey