Oct 20, 2020
There’s a lot of drama with Art’s latest move. We’ll discuss why banks are so busy with people moving and refinancing, and whether or not that might make sense for retirees. Plus, the Lakers have added another NBA championship banner. This week, Art talks to retired Lakers star Shaquille O’Neal about his savings...
Oct 6, 2020
We didn’t get many details on economic proposals in the recent Presidential debate, so this week, Art & Luke break down what former VP Joe Biden’s tax plans would mean for many retirement savers. Are there some tax moves you should be making ahead of election day? Find out more at
Sep 29, 2020
Would you believe that most of us spend more time choosing what to binge watch on Netflix than on updating our workplace benefits each year? While that might make you feel a little guilty, there’s some positive news for those of you who might also be spending a lot of time on fantasy football this fall. Art & Luke...
Sep 22, 2020
If you’re close to retirement, you’ve probably heard or seen a lot of commercials about annuities. But who’s a good candidate for that type of strategy – and what should you consider? Art & Luke go over the pros & cons this week. Have a question about annuities or what should be in your portfolio? Connect with...
Sep 15, 2020
No one’s happier than Art that football is finally back! This week, we discuss what’s different about the game this year – and what’s different about our tax picture too. It may be time to beef up your defense on taxes! Check out Art’s new book on this topic at