"REAL Talk about all things money, with a musical twist!"
A Nickel & A Plan Podcast is about all things money. Host and owner of TKM Financial Services in Louisville, Kentucky, Todd Meador, takes a weekly dive into the financial world with his co-host, Vicki Rogers. He explores a wide range of topics to deliver raw, practical information for everyone trying to get a better handle on their financial well-being. Todd takes a holistic approach to financial wellness, always putting his clients first.
Each week, Todd will feature special guests that shed insight into their niche within the financial realm. Together they discuss current market updates and lend perspective on financial planning.
FB - @tkmfsllc
NOTE: TKM Financial Services, LLC is a Registered Investment Advisor in the state of Kentucky, USA. For regulatory disclosure purposes, both the Firm and its IARs welcome the opportunity to servie clients in other states and both the Firm and its IARs are willing to register in those states, as necessary.
Market update/Outlook, Why Multiple Advisors is Bad!, Retirement Preparedness/Readiness
Market outlook for 2023
5 reasons why using multiple advisors is a BAD idea
Retirement Preparedness: Believe, Enjoy, Achieve, Grieve, Leave, Endow - How B.E.A.G.L.E. is important in financial/retirement planning
Senior Care with Patti Naiser
Why proper placement is so important!
When do you start your healthcare planning, for yourself and/or your loved one?
Difference between "Medicare Pending" and "Medicare Approved" - what is it?
Taxes, Taxes, Taxes with Latanya Henry!
Basic IRS Tips
What to do if you are audited
87,000 IRS Agents are coming - what will they be doing?
Crypto warning/IRS Hiring - Purpose and Heads Up/Long-Term Care Insurance Idea and Trust Utilization
- Crypto scams are rampant; Beware!
- IRS is expanding - Cash Apps may be targeted
- How to use cash value in life insurance to get long-term care coverage
- How to protect loved ones with a trust
Property/Casualty update with Carolyn Wilmes
When do you put teenagers on your policy?
Blanket Liability Policies: should you purchase one?
Replacement Costs vs Actual Cash Value - which is best for you to use when insuring your home?
Advisor behavior that got under Todd's skin!
Market Update - Recession is here but the world hasn't endedLending with David Wyder
Market update: Recession (technically) is upon us but don't panic; more market updates on upcoming shows
LendingReal estate markets and interest rate review
Credit - changes in credit reporting/Do's and Don'ts with your credit
Reverse Mortgage - better than an annuity? Possibly!
First-Time Homebuyer Grant programs