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.
- September 25, 2023 - Required Minimum Distributions (RMDs) from Your Retirement Accounts
- September 18, 2023 - The Psychology of Finance with guest, Joy Principe, CPA
- September 11, 2023 - Basic Guidelines for Inherited IRAs That Could Confuse Non-Spouse Beneficiaries
- September 4, 2023 - How Does Net Unrealized Appreciation Affect IRA Rollovers?
- August 31, 2023 - 529 Education Questions Answered
- August 24, 2023 - Estate Planning & Probate - What You Need to Know
- August 17, 2023 - Traditional IRA Annuities for Long-Term Care (CLT) Benefits
- August 7, 2023 - 10 Financial Question You Need To Ask Yourself
- July 31, 2023 - Things You Need to Do 5 Years Before Retirement
- July 24, 2023 - Tips To Improve Your Credit Score
- July 17, 2023 - Long Term Care
- July 10, 2023 - Debt Strategies to Take Control Back
- July 3, 2023 - Financial Literacy for Kids
- June 26, 2023 - Estate Tax vs. Inheritance Tax (state by state)
- June 19, 2023 - Common Estate Settlement Mistakes for Beneficiaries
- June 12, 2023 - Bond 101 - Bond Types and Benefits
- June 5, 2023 - Financial Tips for College Graduates
- May 28, 2023 - Estate Planning Tips
- May 21, 2023 - Common Investment Mistakes
- May 14, 2023 - Beneficiary Taxes and Strategies
- May 7, 2023 - Trusts, Children and Second Marriages
- May 1, 2023 - Avoiding Financial Fraud and Scams
- April 24, 2023 - Assets During Divorces
- April 17, 2023 - Types of Power of Attorney
- April 9, 2023 - Common Estate Planning Mistakes
- April 2, 2023 - Having a Will vs. Having a Beneficiary Designation
- March 27, 2023 - Gifting! Amounts and non-taxable giving options discussed...
- March 19, 2023 - Risks and Rewards of Refinancing
- March 12, 2023 - Whether to Buy or to Lease a New Car
- March 5, 2023 - Annuities Explained - Options for Spouse or Retirement
- February 26, 2023 - Beneficiary Q&A
- February 19, 2023 - Bonds & How To Protect Your Legacy Investments
- February 12, 2023 - A Deep Dive into 401Ks, Stocks & Stock Options, Appreciation & Current Market Values
- February 5, 2023 - Long Term Care Planning & Insurance
- January 29, 2023 - Navigating Rollovers & Unnecessary Tax Events
- January 22, 2023 - 401Ks, Rollovers, Retirement and More
- January 15, 2023 - Saving Accounts, Debt Reduction & Positive Cashflow
- January 8, 2023 - How to Start Investing: Your Financial Journey