Ep 99: Breaking Down Economic News in Bits and Pieces
How can what’s happening this year shape our financial plans moving forward? We talk through several current events in the economy and what impact it could have on the future.
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Ep 87: Playing the ‘What if?’ Financial Game
What scenarios might come up in your financial future? We talk through what you may (or may not) face and how to prepare accordingly with your financial plan.
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Ep 27: Understanding the Pros & Cons of Roth Conversions
Chances are you’ve heard a lot more people talking about Roth conversions over the past couple of years. That’s because tax rates are low and many individuals are choosing to pay now rather than waiting when they might be much higher. Is this a strategy that might work for you? Let’s try to cover everything you need to know before converting.
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