Crystal Colbert, CFP®, CTS™, CES™'s Contributions

Mar 6, 2023 – Are you ready to tackle your taxes this year and make sure your financial health is in tip-top shape? Then tune in to today's Lifetime Planning podcast where Financial Sense Wealth Management's Aaron Wiegman and Crystal Colbert...

Jan 23, 2023 – Today, we pick up with the second part of our Lifetime Planning discussion on Secure Act 2.0, which was passed December 29, 2022 and includes a number of important changes to the Setting Every Community Up for Retirement...

Jan 9, 2023 – Secure Act 2.0 was passed December 29, 2022 and includes a number of important changes to the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. Today, we discuss some of the key details...

Dec 26, 2022 – Financial Sense's Aaron Wiegman and Crystal Colbert discuss the various steps and considerations investors may want to keep in mind when it comes to giving or donating to charities. This may include the use of a charity ratings...

Oct 3 – In today's Lifetime Planning episode, Aaron Wiegman and Crystal Colbert discuss the six most common biases that hinder investors from making optimal financial decisions, particularly when it comes to their investment portfolio...

Aug 8 – On today's Lifetime Planning episode, Josh Nunn and Crystal Colbert discuss major trends impacting the housing market and how housing is at an extreme point in history when you take a look at the most current data. Josh and Crystal dig into...

Jul 26 – Financial Sense Wealth Managment's Crystal Kessler, CFP®, explains the difference between a Roth IRA vs. a traditional IRA, when a person may want to open a Roth IRA, the pros and cons of doing so, and how they can be used for...

May 3 – The Covid crash and recession affected a number of retirement plans, including the amount of savings people are putting into retirement funds. In today's podcast, Josh Nunn and Crystal Kessler discuss...

Apr 5 – Financial Sense's Josh Nunn and Crystal Kessler discuss Biden's American Rescue Plan and how it affects Federal student loans, PPP loans, unemployment insurance, and other tax-planning considerations for individuals and businesses.

Dec 28 – In today's Lifetime Planning program, Jim Puplava and Crystal Kessler discuss everything you need to know about Roth IRAs and how they can help individuals potentially save on taxes, especially in those crucial retirement years...

Sep 14 – Today's podcast is all about Roth IRAs and how they can help individuals potentially save on taxes, especially in those crucial retirement years. Topics discussed: when to get a Roth conversion, contribution limits, pros and cons...

Mar 2 – On this month’s edition of Millennial Monday, Crystal Kessler, Josh Nunn and Justine Hall explore the most important trends and best practices when it comes to marketing to millennials. They discuss effective tactics businesses and brands..

Feb 3 – On this month's edition of Millennial Monday, we're talking all things retirement. Crystal Kessler, Josh Nunn and Justine Hall explain how to figure out how much you'll need to save for retirement, how to account for things like inflation and what types of...

Jan 13 – Jim Puplava and Crystal Kessler delve into one of the most sweeping changes to retirement planning, the SECURE Act. Jim tells listeners what to watch out for with the new set of rules and explains how to plan accordingly. He also looks at changes to income tax...

Jan 7 – On today’s Millennial Monday, Crystal Kessler, Josh Nunn and Justine Hall share tips and tricks on how you can get into great financial shape for the coming year and decade. They discuss ways you can save more money, how you can be more intentional in...

Dec 22 – Find out how it could be beneficial to open a Roth account on today’s edition of Lifetime Income. Jim Puplava speaks with Associate Wealth Manager Crystal Kessler about theperks of IRAs at any stage in life. Whether you’re just starting out or nearing retirement...

Dec 1 – December is one of the most popular months in the U.S. for acquiring new cars. But, should you buy or should you lease? On this month’s edition of Millennial Monday Josh Nunn, Crystal Kessler and Justine Hall explore the pros and cons...

Nov 4 – On this month’s edition of Millennial Monday, Crystal Kessler and Justine Hall provide a crash course in everything related to credit. They discuss why a good credit score is important, how to achieve a high score, what you can do to raise your score...

Oct 7 – On this edition of Millennial Monday Crystal Kessler and Josh Nunn delve into student loans and managing debt. They discuss seven of the biggest mistakes people tend...

Aug 26– On this special Tuesday edition of Millennial Monday Crystal Kessler and Justine Hall explore what’s really keeping millennials from investing, saving for retirement and buying homes. They dispel myths about millennials and money...