63 episodes

"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.
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www.tkmfsllc.com
FB - @tkmfsllc
502.450.PLAN (7526)
.
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.

A Nickel & A Plan Speakeasy Podcast Network

    • Business

"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.
.
www.tkmfsllc.com
FB - @tkmfsllc
502.450.PLAN (7526)
.
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 update/Outlook, Why Multiple Advisors is Bad!, Retirement Preparedness/Readiness

    Market update
    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

    • 51 min
    Senior Care with Patti Naiser

    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?

    • 52 min
    Taxes, Taxes, Taxes with Latanya Henry!

    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?

    • 53 min
    Crypto warning/IRS Hiring - Purpose and Heads Up/Long-Term Care Insurance Idea and Trust Utilization

    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

    • 53 min
    Property/Casualty update with Carolyn Wilmes

    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!

    • 53 min
    Market Update - Recession is here but the world hasn't endedLending with David Wyder

    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

    • 53 min