Podcast Episodes
Back to SearchFuture-Proofing Your Finances: Planning for What's Next in the Economy
Season 10 Episode 12
Starting next year, there will be a new administration in the White House, which leaves a lot up in the air when it comes to the economy and fiscal p…
1 year, 6 months ago
5 Times Not to Do a Roth Conversion
Season 10 Episode 11
Doing a Roth conversion can be an incredibly powerful financial strategy, allowing you to pay tax on some retirement funds now to have them grow tax-…
1 year, 6 months ago
Big Changes Coming to Medicare in 2025
Season 10 Episode 10
There are big changes coming to Medicare in 2025 thanks to the Inflation Reduction Act. We are joined by Medicare and Health Insurance Expert Ben Bul…
1 year, 6 months ago
Tax Planning Opportunities From the SECURE Act 2.0
Season 10 Episode 9
We are diving into the SECURE Act 2.0, which was enacted nearly two years ago, and exploring the tax planning opportunities it presents. While many …
1 year, 6 months ago
401k Strategies for Early, Middle, and Late in Your Career
Season 10 Episode 8
What is your strategy for investing in your 401(k)? For most of us, your 401(k) is your most powerful wealth-building tool, so having a proper strate…
1 year, 7 months ago
Pre and Post-Retirement Tax Strategies
Season 10 Episode 7
Are you prepared for the tax implications of retirement? Tax planning is one of the six areas of your financial life, and it's taking center stage to…
1 year, 7 months ago
6 Myths About Retirement
Season 10 Episode 6
On your path toward a confident retirement, distractions could take you off course. To help you stay on target, we're sharing 6 myths about retiremen…
1 year, 7 months ago
5 Avoidable 529 Plan Mistakes
Season 10 Episode 5
Are you making the most of your 529 plan? It is one of the most versatile tools to save up for college, and thanks to the new laws, the 529 plan has …
1 year, 7 months ago
How to Invest When Heading Into Retirement
Season 10 Episode 4
As you approach retirement, making smart investment choices is crucial for securing your financial future. This time period of your life is one where…
1 year, 8 months ago
Backdoor Roth IRA vs Mega Backdoor Roth IRA - Which Is Best for Your Retirement?
Season 10 Episode 3
If you're looking to maximize your tax-advantaged retirement contributions, understanding how the Backdoor Roth IRA and the Mega Backdoor Roth IRA wo…
1 year, 8 months ago