Podcast
The Financial Advocate
In each short episode, Colin breaks down one planning strategy we've used in helping clients work toward their goals: investments, insurance, tax planning, estate planning, retirement income, Social Security, special needs planning, and long-term care. If you have 10 minutes every couple of weeks, it's worth a listen.
Bi-weekly, about 10 minutes an episode. Running 10+ years and counting.
Recent episodes
Episode 32, Gradually, Then Suddenly: The Invisible Math of Everyday Finances: Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.
Episode 33, Breaking Down the Wall: Small Steps to Special Needs Financial Planning: Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. Consult your qualified legal and financial professionals prior to making decisions.
Episode 31, Care Planning Without Chaos: Navigating Elder Care Logistics Without Going Broke or Crazy: You are under no obligation to use the services of Averyn Care, and may choose any qualified professional to provide any of the services described. Averyn Care and their services are not affiliated with LPL Financial and Maryland Financial Advocates.
Episode 20, Roth Conversions: Not an All-or-Nothing Decision: Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA.
The full archive, more than a decade deep, lives on Apple Podcasts.
Ten minutes, one idea, no market predictions
Colin's rule for the show is the same as the practice: if it sounds like a hot take, it doesn't air. Recent episodes covered the 2026 ABLE expansion, Roth conversion sizing, and how to actually spend money in retirement.
Heard something that sounds like your situation?
That's what the complimentary 15-minute call is for. Bring the episode number if you like; Colin enjoys that.
Prefer the phone? Call 410-663-0700 and ask for Colin.