Podcast Episodes
Back to Search
128 - Can I Unwind a Non-deductible IRA Contribution?
Scott and James discuss the new contributions limits (2022) and how that impacts our taxes.
Listener Question
Can I unwind a non- deductible IRA and …
4 years, 6 months ago
127 - Should I Pay Down My Mortgage or Invest?
Scott and James discuss the new contributions limits (2022) and how that impacts our taxes.
Listener Question
My wife and I have two homes. One is ou…
4 years, 6 months ago
126 - How to Invest at Market All-Time Highs
Scott and James discuss how to invest at market all-time highs.
Planning Points Discussed
Retirement Planning Utilizing Time Efficiently Capital App…4 years, 6 months ago
125 - Where to Invest For a Home, CD Ladders, and Contribution Rules
Scott and James discuss where to invest for a Home, CD Ladders, and Contribution Rules.
Listener Questions
Can I max out both my Roth 401k contribut…4 years, 7 months ago
124 - What Are New Contributions Limits and How Does That Impact Our Taxes
Scott and James discuss the new contributions limits (2022) and how that impacts our taxes.
Listener Question
I am a new small business owner and hav…
4 years, 7 months ago
123 - Should I Invest in Whole Life Insurance After Maxing Out My 401k?
Scott and James discuss if you should invest in Whole Life insurance after maxing out your 401(k).
Listener Question
I was recently advised to get a …
4 years, 7 months ago
122 - When Should I Start Redirecting Retirement Savings to Other Account Types?
Scott and James discuss when it makes sense to start redirecting retirement savings to other account types.
Listener Question
1. Currently, I'm 47 an…
4 years, 7 months ago
121 - Overview of Important Mliestones To Be Aware Of
Scott and James discuss the important milestones you should be aware of.
Planning Points Discussed
Retirement Planning Utilizing Time Efficiently Ca…4 years, 7 months ago
120 - How To Make Sure You Aren't Leaving Free Money on the Table During Open Enrollment
Scott and James discuss how to make sure you aren't leaving free money on the table during open enrollment.
Planning Points Discussed
Retirement Pla…4 years, 8 months ago
120 - How To Make Sure You Aren't Leaving Free Money on the Table During Open Enrollment
Scott and James discuss how to make sure you aren't leaving free money on the table during open enrollment.
Planning Points Discussed
Retirement Pla…4 years, 8 months ago