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On Time On Target

Aug 31, 2020

In this episode, Steve clears up some common misconceptions about putting money into and pulling money out of your brokerage accounts. You can even use a debit card against your taxable account as well as write checks from your account, all for free of course.  Reach out to for more...

Aug 28, 2020

In this episode, Steve explains why and how to invest in a 529 college savings plan.  The 529 plan offers higher limits than the Coverdell ESA, so it is generally the preferred method of saving for college. Steve also explains super-funding the 529 and building a dynasty 529. #otot

Aug 26, 2020

In this episode, Steve explains both the advantages and disadvantages of using a Coverdell Education Savings Account to save and invest for college.  The next episode will cover 529 plans. #otot

Aug 25, 2020

In this episode, Steve explains the various scenarios in which you should sell some or all of your position in a stock.  While there is only one reason to buy--to make money--there are several reasons to sell.  Listen in to find out! #otot

Aug 21, 2020

In this episode, Steve shows you how you can invest in real estate in your IRA or brokerage account. He presents two options for your consideration--real estate investment trusts and self-directed IRAs.  These investments can be a lot more hands off than the hassles of physical real estate. #otot