Wisdom on Wealth

The following segment first aired on KEDM 90.3 on March 25, 2015

The following segment first aired on KEDM 90.3 on March 18, 2015

Question: I got a voicemail message from the IRS telling me that they are suing me and telling me to call a phone number. I don’t know what to do. I’m afraid it is a scam artist. But if it really is the IRS, I don’t want to get into trouble. Can you tell me what I should do?

Answer: Your instincts are correct. This is a scam.

First, I do not believe the IRS calls, tweets, texts or uses Facebook, Instagram, social media, instant messaging or smoke signals to communicate with a tax payer who owes money to the US Treasury. They send letters (remember those?) via the US postal service. And if the matter is weighty enough, the letter will come certified.

By Mike Jones, posted July 17, 2015

Ninety-five percent of the time I absolutely love my profession. It was many years ago when that other 5% first presented itself and forced me to consider whether I was meant to continue in the investment world or seek employment elsewhere.

The following segment first aired on KEDM 90.3 on March 11, 2015

Originally published in the News Star on Sunday, July 12, 2015.

Question: My husband is a very good man and he has always taken great care of our finances. But I have some concerns. When I try to bring them up, it seems like he either ignores me or just says everything is fine. I am for sure the quiet one of us. But how do I get my point across without being disrespectful?

Answer: It sounds like for the safety and comfort of all passengers aboard, the communication between pilot and the co-pilot of this flight could use an upgrade.

The following segment first aired on KEDM 90.3 on March 4, 2015

Originally published in the News Star and the Shreveport Times on Sunday, July 5, 2015.

Question: I am in my early 30s and the sole breadwinner for my family. We both want her to be able to stay home with our children, so I need to get some life insurance on me. How much should I get and how long should the term be? And how does it work if something happens to me?

Answer: What’s the middle ground between “rich” and “wretched?” Maybe “just right?”

The following segment first aired on KEDM 90.3 on February 25, 2015