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Ep 36: 5 Life Events That Spark Major Financial Changes

Ep 36: 5 Life Events That Spark Major Financial Changes The Concept: Sometimes events happen in life that make it really important for you to carefully assess your financial situation. Let’s explain why these five major events are usually a good reason for a financial...

Ep 35: Best Intentions Sometimes End in Bad Advice

Ep 35: Best Intentions Sometimes End in Bad Advice The Concept: We turn to many different people and resources to get financial advice, but how much can you depend on the information you’re getting? Today we’ll talk about four common people we go to that might have...

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...