Podcast Episodes
Back to SearchFinancial Planning in Your 30s
Season 7 Episode 45
In your 30s you'll face many new and interesting financial challenges. You are likely making more money now than ever before and facing significant f…
3 years, 8 months ago
Financial Planning In Your 40s
Season 7 Episode 44
Your 40s may be the busiest decade of your life, filled with many financial decisions that can affect you and your family for years to come. While ti…
3 years, 8 months ago
Financial Planning In Your 50s
Season 7 Episode 43
Financial planning in your 50s may be the most important decade. In your 50s you have significant competing financial priorities like helping kids wi…
3 years, 8 months ago
Financial Planning In Your 60s
Season 7 Episode 42
The decade of your 60s may be the one where you will make the most crucial financial decisions than any other decade. We're helping today with the mo…
3 years, 9 months ago
Financial Planning In Your 70s
Season 7 Episode 41
Depending on your age, certain areas of your financial life require more attention. In this new series, we're going to highlight one decade at a time…
3 years, 9 months ago
Do You Need to Take RMD From a Roth 401(k)?
Season 7 Episode 40
The Roth IRA does not have a required minimum distribution (RMD) like the IRA does once you turn 72. But, do you have to take an RMD from a Roth 401(…
3 years, 9 months ago
Changes to Investments During This Volatile Market
Season 7 Episode 39
Although a market pullback has been anticipated, the timing and magnitude of it is always unknown. What is causing the recent pullback, when might ma…
3 years, 9 months ago
Roth Conversion Steps to Follow
Season 7 Episode 38
There are times when you should consider a Roth Conversion, and times in your financial life when it doesn't make sense. For the times when you shoul…
3 years, 9 months ago
How To Avoid 10% Early Withdrawal Penalty
Season 7 Episode 37
If you need to access your IRA after turning age 59.5, you are able to do so and pay the taxes on your withdrawal without penalty. However, what if y…
3 years, 10 months ago
Worst Ways to Draw Money From Retirement Accounts
Season 7 Episode 36
When you need to start drawing money from your retirement accounts, there are good ways to do it and there are not so good ways to do it. We are tell…
3 years, 10 months ago