Podcast Episodes
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How Should I Pay Taxes on My Roth Conversions?
Episode 512
“You do not rise to the level of your goals; you fall to the level of your systems.” James Clear
I’ve been focusing on building up my systems lately a…
2 years, 5 months ago
Should I Continue to Own Bond Funds?
Episode 511
Bonds are a ubiquitous part of a balanced portfolio and in recent years bond funds have become even more attractive to many investors. However, due t…
2 years, 5 months ago
Wisdom for Our Children - Spending, Saving, and Investing
Episode 510
We often try to overcomplicate finances, but simplicity is the key. That’s not to say simplistic: simple doesn’t equal simplistic.
On this episode, we…
2 years, 6 months ago
Wisdom for Our Children - Family and Friends
Episode 509
Your family and friends are the people you walk life with, so it is important to choose wisely. In this episode of our Wisdom for Our Children series…
2 years, 6 months ago
Wisdom for Our Children - Career and Retirement
Episode 508
This month, as we meander through the different parts of life we are stopping to reflect on certain areas to pass on wisdom to our children. In this …
2 years, 6 months ago
Wisdom for Our Children - Energy and Mindset
Episode 507
It is commonly said that youth is wasted on the young. Do you ever wish you could share the wisdom and perspective you have gained with someone young…
2 years, 6 months ago
Should I Stop Contributing to My Pre-Tax Accounts?
Episode 506
What is the difference between a passion and an interest? Why is it important to have a passion in retirement? In the Bring It On segment with Mark R…
2 years, 7 months ago
What Is the Ideal Mix Between Before and After Tax Retirement Accounts?
Episode 505
Is there an ideal mix of before and after-tax retirement accounts? If so, what is it? In this episode, we’ll find out. We’ll also explore a number of…
2 years, 7 months ago
What Should I Consider When Transferring Investment Accounts?
Episode 504
What are you doing to make friends in retirement? Mark Ross and I explore this challenge in our Bring It On segment. Listen in to hear how I made a n…
2 years, 7 months ago
Should I Borrow Against My Investments to Buy a House?
Episode 503
Did you know that there is another way to borrow money to purchase a home that is not a mortgage? Larry is thinking about using a securities-based li…
2 years, 7 months ago