Financial Planning Resources

To help you prepare for and enjoy your retirement years.

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Mastering Your Mindset with Michael Kohan

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April 11, 2025
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The Purpose-Driven Playbook With Carly Pepin

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March 21, 2025
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Elevating the Customer Experience with Blake Morgan

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March 7, 2025
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Crafting Your Dream Business with Kristin Steele

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February 21, 2025
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The Power of Hyperfocus with John Torrens

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February 7, 2025
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From Burnout to Breakthrough with Jodi Hume

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January 24, 2025
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The Entrepreneur’s Financial Planning Checklist for 2025 with Andrew Rafal

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January 10, 2025
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How to Train Your Mind and Memories at Any Age with Chester Santos

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December 20, 2024
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Building Brand Authenticity with Veronique James

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December 13, 2024
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Designing Spaces, Building Dreams with Dala Al-Fuwaires

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November 29, 2024
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Building a Superfan Base with Brittany Hodak

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November 15, 2024
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What the Grateful Dead Can Teach Us About Business With Brian Mohr

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November 1, 2024
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Purpose, Passion and Pajamas with Genevieve Piturro 

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October 18, 2024
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Soulful Entrepreneurship with Lexi Godlewski

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October 4, 2024
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Legal Tips for Entrepreneurs with Andy Contiguglia

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September 20, 2024
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Transforming Your Brand with Jamie Windell

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September 6, 2024
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The State Forty Eight Journey with Michael Spangenberg

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August 23, 2024
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Merging AI & Authenticity to Tell Your Story with Dan Curran

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August 9, 2024
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Finding Purpose in Every Pint with Megan Greenwood

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July 26, 2024
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Becoming a Persuasive Speaker: Insights from Terri Sjodin

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July 12, 2024
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Prioritize your Time Like a Celebrity with Tarra Stubbins

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June 28, 2024
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Building Wealth for You & Your Employees with Brian Hartstein

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June 14, 2024
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From Perfectionism to Progress with Andrew Rafal

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May 31, 2024
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Good Money: Derrick Kinney's Journey From Planner to Podcaster

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May 17, 2024
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Chef to CEO: Aaron Chamberlin's Recipe for Success

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May 3, 2024
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Into The Storm: Navigating the Entrepreneurial Journey with Ryan Madrid

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April 19, 2024
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Meditation, Mindfulness and Living with Intention with Elizabeth Winkler

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April 5, 2024
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How the 2024 Election Could Impact the Economy, Your Finances, and Your Retirement Savings

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March 29, 2024
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Challenges, Choices, and Triumphs: An Aussie's American Dream in Arizona with Adrian Heyman

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March 22, 2024
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Embracing Authenticity & Fearless Entrepreneurship with Shannon Breen

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March 8, 2024
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Unlocking the Wealth Mindset to Create the Future You Want

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February 23, 2024
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Leveraging the Power of AI and LinkedIn to Grow Your Business with Joe Apfelbaum

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February 9, 2024
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How Andrew The Home Buyer Became a Household Name with Kyle Wyloge

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January 19, 2024
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The Importance of Financial Literacy with Vince Shorb

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January 5, 2024
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Helping Small Businesses Build a Powerful Marketing Funnel

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December 14, 2023
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Wild Ride of Serial Entrepreneurship with Hydro Flask Founder Travis Rosbach

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November 10, 2023
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Top 10 Required Minimum Distributions (RMD) Mistakes to Avoid

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October 27, 2023
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Discovering the Wonders of Ayurvedic Medicine with Dr. Meghana Thanki

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October 12, 2023
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Creating Connection Through Music with Brian Mohr

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September 29, 2023
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What To Do If You're Laid Off Near Retirement

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September 15, 2023
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Estate Planning Mistakes to Avoid with Alison Kierman

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August 10, 2023
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Keeping Up with Inflation by Optimizing your Social Security Benefit with Larry Kotlikoff

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November 24, 2022
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How to Make Qualified Charitable Distributions Work for You with Sarah Brenner

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October 6, 2022
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A Smarter Way to Tap into Your Home Equity with Matthew Sullivan

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July 28, 2022
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Achieving Financial Freedom with Jackson Millan

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May 5, 2022
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Gamifying the Stock Market to Teach Young Investors with Myles Gage

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January 22, 2022
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A Compassionate Approach to Leadership with Wade Thomas

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January 7, 2022
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The Secret to More Money, Less Risk, and a Better Life with Larry Kotlikoff

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December 9, 2021
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Living the Half-Retire Lifestyle with Jim Muehlhausen

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September 29, 2021
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Retirement Plan Options for Small Business Owners with Brian Hartstein

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September 2, 2021
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The Power of YouTube with Sagi Shilo

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August 2, 2021
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10 Things You Shouldn't Do As You Plan For Retirement

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June 11, 2021
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How to Avoid the Retirement Tax Time Bomb with Ed Slott

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April 21, 2021
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Estate Planning Strategies to Secure Your Legacy with Kirsten Howe

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April 3, 2021
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Scale Your Business by Outsourcing your Marketing with Amanda Rabideau

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March 22, 2021
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How To Get Out Of Your Timeshare with Allie Olson

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February 26, 2021
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Essential Tips and Strategies for Your 401(k) with Brian Hartstein

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February 19, 2021
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Improving Your Public Speaking Skills and Presentations with Terri Sjodin

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January 14, 2021
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The Power of Giving with Kris Putnam-Walkerly

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December 20, 2020
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How to Get Financially Fit with Tracey Bissett

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December 4, 2020
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How You Can Support Local and Small Businesses with Thomas Barr

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November 10, 2020
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The Fundamentals of Saving For Retirement with Sarah Holden

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October 29, 2020
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Are You In Your Retirement Red Zone?

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October 21, 2020
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How to Train Your Mind & Memory at Any Age with Chester Santos

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September 18, 2020
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How to Lead Your Team Through Difficult Times with Gina Rainey

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August 27, 2020
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What Gen Z Can Teach Us About Money

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August 17, 2020
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How to Focus on Your Health in Difficult Times with Dr. Jen Hartstein

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July 23, 2020
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Learn the Secrets to Maxing Out Your Social Security with Larry Kotlikoff

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June 26, 2020
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How the CARES Act will impact Business Owners and Employees with Liz Mason

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April 14, 2020
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How the Stimulus Plan will Affect Your Retirement Accounts with Ed Slott

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March 27, 2020
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What the SECURE Act Means for Business Owners and Employees with Brian Hartstein

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March 10, 2020
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The SECURE Act & It's Impact To You

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February 28, 2020
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What the Grateful Dead can Teach us about Business with Brian Mohr

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February 1, 2020
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Everything You Need To Know About Cybersecurity with Steve Weisman

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November 14, 2019
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Retirement Planning for Business Owners (and the People Who Work For Them) with Brian Hartstein

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September 22, 2019
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How to Find the Right Care Facilities for Older Adults with David Piontek

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September 4, 2019
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Mastering the Art of Social Media Marketing with Natalie Speers

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August 21, 2019
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Secure Your Retirement by Planning like a Pro with Ed Slott

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August 7, 2019
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How to Live a Life and Career on Fire with Kristin Brabant

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July 2, 2019
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How to Keep More Tax Money In Your Pocket with Diane Gardner

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May 30, 2019
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How to Cover the Exorbitant Costs of College with Abby Chao

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May 7, 2019
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How Zachary Kepes Overcame the Recession and Built a Real Estate Empire

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April 22, 2019
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How to Care For Aging Parents with Virginia Morris

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April 12, 2019
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The Mistakes Millionaires Make with Serial Entrepreneur Harry Clark

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March 23, 2019
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How to Empower Your Kids To Be Money Smart with John Lanza

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March 3, 2019
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How to Plan For the Five Years Before You Retire with Emily Guy Birken

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February 21, 2019
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What to Do With a 401(k) When You Change Jobs

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January 15, 2019
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SEO Secrets- Becoming an Authority in Your Niche with Deepak Shukla

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December 20, 2018
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How to Take Advantage of Available State Tax Credits to Reduce Tax Bills and Support Great Causes

EP
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December 12, 2018
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How to Scale your Business with Chris Ronzio

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November 15, 2018
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The Health Savings Account - Maximize Your Tax Benefits with this Powerhouse Retirement Account

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October 15, 2018
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How to Make the Most of Your Medicare Benefits

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September 25, 2018
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Everything You Need to Know About RMDs Part 3: How to Handle an Inherited IRA or Retirement Account

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September 4, 2018
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Understanding Cybersecurity: Tips and Strategies to Protect Your Data and Your Finances

EP
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August 24, 2018
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5 Strategies to Reduce Your Required Minimum Distributions

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August 10, 2018
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How to Make the Most of Your Required Minimum Distribution (Part 1)

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July 27, 2018
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Strategies to Maximize your Social Security Benefits

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July 13, 2018
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How Navy SEAL Tactics Can Make You a Better Business Leader

EP
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May 9, 2018
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Strategic Retirement Planning for Business Owners and Entrepreneurs

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April 24, 2018
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Why Taking Risks and Having a Vision is Crucial to Growing Your Business

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April 3, 2018
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What to Know About Raising Financially Savvy Kids

April 4, 2025
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Divorce and Wealth: Navigating Financial Challenges

March 21, 2025
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Balancing Financial Needs in the Sandwich Generation

February 21, 2025
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Balancing Work and Life: Tips for Success

February 7, 2025
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Trusts: Tax Savings and Wealth Building

January 24, 2025
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Making the Most of Your IRAs and Roth IRAs

January 10, 2025
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St Marys Food Packing Volunteer Event

December 20, 2024
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Your Ultimate Year-End and Holiday Season Financial Survival Guide

December 6, 2024
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Master Retirement Income: Sustainable Wealth Strategies

November 15, 2024
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Essential Financial Planning Tips for Retiring Abroad

November 1, 2024
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Achieving Holistic Wellness through Financial Planning and Retirement Strategies

October 18, 2024
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Top 12 Tips: A Year-End Financial Checklist

October 15, 2024
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Bike MS 2024

October 14, 2024
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The Foster Alliance Volunteer Event

October 11, 2024
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Elections and Investing: Separating Fact from Fiction

October 4, 2024
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Navigating the Complexities of IRAs for Optimal Retirement Savings

September 20, 2024
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Touchdown or Turnover? Why Betting on Your Financial Future Beats the Gridiron Gamble

September 6, 2024
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Revocable and Irrevocable Trusts: Valuable Tools for Financial Planning at Any Career Stage

August 23, 2024
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Financial Planning for Dual-Income, High-Earning Couple

August 16, 2024
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Holistic Retirement Planning: 5 Tips for a Balanced, Fulfilling Retirement

August 9, 2024
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Maximizing Your Health Savings Account (HSA): A Powerful Tool for Healthcare and Wealth

August 2, 2024
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Traditional vs. Roth IRA: Key Differences Explained

July 12, 2024
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Together, We Made a Difference! Our Incredible Volunteer Event with Feed My Starving Children

June 25, 2024
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Navigating Executive Compensation Packages: What You Need to Know

June 21, 2024
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Exploring Different Types of Retirement Income Streams: Diversify and Achieve Financial Security

June 14, 2024
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Optimize Taxes in Retirement: Effective Strategies Explained

June 7, 2024
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Effective Roth IRA Conversion Strategies Explained

May 31, 2024
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Maximizing Retirement Savings for Entrepreneurs: Tax-Efficient Strategies to Secure Your Financial Future

May 24, 2024
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Navigating the Road to Retirement: Essential Milestones and Planning Considerations

May 17, 2024
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The Ultimate Financial Planning Guide for Established Professionals

May 10, 2024
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A group of people around a table.

Multi-Generational Wealth Management

April 26, 2024
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Maximizing Wealth: Investment Options for High-Income Earners

April 12, 2024
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Retirement Tax Planning: Strategies for Tax-Efficient Wealth Management

April 5, 2024
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ASU Project Humanities

March 22, 2024
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Do I Need a Financial Advisor?

March 14, 2024
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Valentine's Day Ladies Lunch 2024

February 16, 2024
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Achieve Your Retirement Dreams: Meet Andrew Rafal, Founder of Bayntree

January 1, 2024
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A group of people around a table.

Private Holiday Movie Screening of Elf

December 15, 2023
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St. Mary's Food Bank

December 8, 2023
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Making Strides Against Breast Cancer

October 28, 2023
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How to Find Purpose and Live Your Best Life in Retirement

October 28, 2023
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Bike MS Arizona 2023

October 7, 2023
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Arizona Helping Hands

September 29, 2023
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Facing a Layoff Near Retirement

August 3, 2023
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Retirement Travel: Planning and Budgeting for Your Dream Trips

July 21, 2023
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Long-Term Care Planning: Preparing for the Unexpected

July 6, 2023
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Feed My Starving Children

June 23, 2023
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The Importance of a Comprehensive Financial Plan for High Net Worth Individuals

June 22, 2023
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Managing Your Portfolio Risk

May 27, 2023
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Preparing for Retirement at Every Stage

May 13, 2023
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Bayntree Client Hike 2023 - Lost Dog Wash Trail

April 8, 2023
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Roth IRAs: Top 6 Most Common Mistakes to Avoid

April 1, 2023
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Top 5 Tips for Charitable Giving

March 16, 2023
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Paying Yourself In Retirement

March 2, 2023
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7 Financial Tips for Your 50s

February 17, 2023
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Bayntree Valentine's Ladies' Lunch 2023

February 3, 2023
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Deductible Investment Expenses

February 3, 2023
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2023 Housing Market: What to Know

January 19, 2023
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6 Ways the SECURE Act 2.0 May Impact You

January 5, 2023
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Why You Should Read Your Social Security Benefits Statement

December 17, 2022
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6 Tips for New Empty Nesters

November 30, 2022
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FSA & HSA Strategies for Open Enrollment

November 15, 2022
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The Real Cost of Caregiving

October 25, 2022
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How to Maximize the Power of Bonds in Today’s Environment

September 29, 2022
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The Power of Just 1 Percent

September 13, 2022
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How to Spend Less on Vacation

September 1, 2022
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Should You Roll Over Your 401k To Your New Employer?

August 18, 2022
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Our Personal Relationship with Money Is Complex

July 20, 2022
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Should You Buy a New or Used Car in 2022?

July 6, 2022
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Your Survival Guide to Inflation

June 23, 2022
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Backyard Gardening Can Save You Big Bucks Every Year

June 9, 2022
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Why Naming Beneficiaries is SO Important

May 12, 2022
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What is the 50/30/20 Rule and Is It Right for You?

April 28, 2022
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We Are All in This Together

April 5, 2022
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Are You a Spender or a Saver?

March 14, 2022
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Should You Pay Down Debt or Invest?

March 2, 2022
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Is Using a VPN A Smart Idea?

February 15, 2022
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A group of people around a table.

6 Tips to Prepare for Student Loan Repayments Now

February 4, 2022
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Top 7 Money & Budget Hacks for 2022

January 13, 2022
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Holiday Spending Hangover? 5 Tips to Feel Better Financially

December 28, 2021
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Top 6 Things to Ask a CPA Before Hiring Them

December 10, 2021
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What You Need to Know About Arizona 2021 Tax Credits

November 23, 2021
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Pros and Cons of Password Protection Software

November 10, 2021
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5 Retirement Hacks for 40-Somethings

October 15, 2021
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5 Key Components of a Strong Financial Plan

October 1, 2021
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6 Financial Lessons to Teach your Teens

September 16, 2021
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Bayntree's Top 10 Greatest Hits

August 27, 2021
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A group of people around a table.

Is Pet Insurance A Good or Bad Idea?

August 11, 2021
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A group of people around a table.

7 Things You Should Know About Social Security

July 22, 2021
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What is a Solo 401k?

July 9, 2021
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Are You Considering Early Retirement?

June 23, 2021
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What to Know About Gifting Money to Children

June 8, 2021
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A group of people around a table.

The Pro-Athlete Perspective: Financial Do’s and Don’ts

May 28, 2021
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Can A Side Hustle Help You Reach Your Retirement Goals?

May 6, 2021
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Making Home Improvements on a Budget

April 22, 2021
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Understanding Your Credit Score

April 8, 2021
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Six Smart Ways to Spend Your Stimulus Check

March 26, 2021
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How Much House Can You Afford?

March 10, 2021
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5 Financial Tips for Newlyweds

February 10, 2021
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Why You Should Take Advantage of a Health Savings Account

February 1, 2021
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A group of people around a table.

Making 2021 Money Resolutions

January 19, 2021
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A group of people around a table.

Your 4-Step Checklist When Choosing a Financial Advisor

January 11, 2021
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Improving Your Money Habits by Tracking Your Cash Spending

December 28, 2020
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A group of people around a table.

Top 5 Financial Tips for Women

December 21, 2020
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A group of people around a table.

The Top 12 Year-End Financial Planning Tips

December 8, 2020
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A group of people around a table.

How COVID-19 Can Create Positive Spending Habits

November 30, 2020
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A group of people around a table.

5 Key Factors to Consider Before Taking a Lump Sum Buyout

November 18, 2020
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A group of people around a table.

The Top 5 Reasons to Retire in Phoenix, Arizona

November 3, 2020
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A group of people around a table.

What You Need to Know About Estate Planning

October 27, 2020
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A group of people around a table.

Are You in the Retirement Red Zone?

October 13, 2020
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A group of people around a table.

Top 5 Financial Hacks for New Entrepreneurs

September 29, 2020
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A group of people around a table.

Retirement Guidance: Five Behaviors to Consider Avoiding

September 22, 2020
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A group of people around a table.

Four Life Events that Require Financial Guidance

August 25, 2020
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A group of people around a table.

How to Raise Financially Responsible Children

August 11, 2020
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A group of people around a table.

What Millennials Should Know About Their 401k's

July 31, 2020
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A group of people around a table.

Financial Tips for Taking an Early Airline Retirement Buyout

July 29, 2020
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