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If you think a Roth conversion might be the right thing for you, how do you do it correctly? Creating a strategic plan for your conversion can make a significant difference in your finances and we’ll discuss the reasons many people are choosing to make this move.Â
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We’re told to use common sense when making decisions, yet often we still do otherwise. Today’s podcast will highlight several areas where people tend to go outside of the common sense and why.
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Everybody likes to hear about scams but nobody likes to be involved in one. Today, let’s cover the two most common types of scams and then four ways to avoid a scam.
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Wondering what’s most important as you near retirement? How about, what’s the worst course of action you can be taking? Find out the top three worst financial decisions you can make as you enter into retirement.
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Are you using non-correlated income wisely? On this episode, David explains what non-correlated income is and how you should use it within your financial plan.
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Just like you have a doctor to help you manage your health, a financial advisor helps manage your financial health. Let’s discuss some of the parallels between your relationship with your doctor and with your financial advisor.
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Do you actually need to have life insurance or is it just another expense? David talks through the importance of life insurance and how it might be worth having as a part of your financial plan.
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Between coronavirus fears and the current market volatility, how can you navigate this
turmoil wisely? What should you be doing with your money?
In response to coronavirus, the CARES Act has been passed. What will this mean for you and your financial planning? Let’s look at the three biggest provisions in this stimulus bill.Â
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Sometimes you hear a quote that might have been said a long time ago, but it still rings true
today. What quotes from Will Rogers apply when it comes to making financial decisions?
When it comes to your financial plan, are you basing it off of facts or fiction? Consider the decisions you’re making and where you’re getting your information. We’ll help you do that on this episode.
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In March, we usually spend a lot of time paying attention to basketball. While it’s not on right now, let’s talk though some of the strategy behind the game as it applies in our own lives.
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What can you do while the market goes downward? What kind of impact with the coronavirus make on your financial plan? Today we’ll lay out three steps you can take in the midst of the volatility.
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The market has fluctuated dramatically in recent weeks and we’ve seen much more down than up. What is causing this? Is it all about the coronavirus? Should we be concerned or do something different with our portfolios?
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Have you heard about Roth conversions? Wonder if it’s the right thing for you? David talks through different scenarios related to Roth conversions to see if it’s something that could benefit you.
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Do you want your net worth to be higher? How can you increase it? You can do it by implementing these four simple strategies.
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It’s never a great idea to make assumptions and that’s especially true when it comes to your money and your retirement. Let’s identify the common assumptions people make with their financial planning that could end up really costing you in retirement.
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Ever wonder what it is they aren’t telling you when it comes to your financial decisions? What are those dirty little secrets in the financial world? And how can you strategize accordingly?
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What are the rules now when you inherit an IRA? How has the SECURE Act changed things, and what was a stretch IRA? It’s the second installment of our series on the SECURE Act and what it means for your retirement.
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Are you wondering what the SECURE Act means for you? Whether you are in your childbearing years or 70 and a half, the changes will impact you and your financial plan.
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