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Ep 30: 5 Financial Truths You Can Rely On

Ep 30: 5 Financial Truths You Can Rely On The Concept: As we’ve seen over the last month, a market downturn can happen quickly and it causes many people to evaluate their financial situation. As you’re doing that, pay attention to the lessons that can be learned in...

Ep 29: Setting Financial & Retirement Goals

Ep 29: Setting Financial & Retirement Goals The Concept: We talk all the time about how people need to give their dollars purpose or set goals for their retirement and even specifically for certain investments. But let’s dive deeper into what different goals look...

Ep 28: Understanding Roth Conversions as a Planning Strategy

Ep 28: Understanding Roth Conversions as a Planning Strategy The Concept: With taxes at historically low levels, many people have turned to Roth conversions as a planning strategy. Is this a smart option for you? What all should you consider when it comes to...

Ep 27: Coronavirus Update + Getting Lost in Retirement

Ep 27: Coronavirus Update + Getting Lost in Retirement The Concept: With so much uncertainty in the market right now, we want to get Mike’s opinion on what we’re seeing with the coronavirus and the impact it’s having financially. We’ll then spend the rest of the show...

Ep 26: What’s Your Level of Desire to Retire?

Ep 26: What’s Your Level of Desire to Retire? The Concept: When you think about retirement, are you someone that pictures yourself working for as long as you can or do you want to hang it up as soon as financially possible? Everyone has a different level of...