Mar 30, 2023

In this episode, we’re opening up the listener mailbag to answer questions about distributions that you might need to take from an inheritance, combining old 401ks into an IRA, and how to invest for inflation and how to invest if you’re on the doorstep of retirement.

Here’s some of what you’ll learn on...

Mar 23, 2023

Did you know the government is going to force you to take money out of some of your retirement accounts as you get older, even if you don’t want to? In today’s episode, we talk about what required minimum distributions are, why they exist and when they might start for you. Ignoring them could lead to major taxes...

Mar 16, 2023

If you’re looking for some last-minute tax tips before filing your 2022 taxes, this episode is for you. We’re going to talk about strategies you can utilize to reduce your taxes for last year or utilize to get some tax-free money growing for your future.

Here’s some of what you’ll learn on this episode: 

Mar 9, 2023

Whenever we first start talking to someone about what they’re going to need for retirement, we usually hear some of the same answers. They’ll name some of the basics like mortgage and utilities and then run through the fun stuff like travel and hobbies. But too often, there are five expenses that people typically...

Mar 2, 2023

 Even if you’ve been saving your money and investing for a long time it’s easy to make rookie mistakes. On this episode, we’ll cover some of the top rookie mistakes we see people make, illustrate how to avoid them or how to fix them if you’ve already made some mistakes in your financial life.

Here’s more...