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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 19: The Ins and Outs of Mutual Funds

Ep 19: The Ins and Outs of Mutual Funds The Concept: Sometimes people say they don’t want to retire and they really mean it. But other times it’s just a defense mechanism to mask the opinion that they don’t feel like they can retire. Let’s look at the common excuses...