The Importance of Financial Planning
Do you have a mapped-out plan for your future? Do you know the best steps to take to achieve your goals? In a world in which 75% of America is winging it when it comes to their financial future, a…
Save More Time & Money During Back to School Time This Year, Ep #93
Are you looking for money and/or time-saving tips now that the summer is over and the kids are back to school? Summer can always feel expensive with summer camps, vacations, and then back to school shopping. With fall approaching…
Creating a Framework for Making Financial Decisions, Ep #92
How do you make financial decisions? Are you intentional with your money? Most people have trouble articulating their framework for making financial decisions. It begins with finding a healthy balance between spending and saving. After these short-term decisions, examining your…
Your Retirement Secret Weapon: The Mega Backdoor Roth, Ep #91
The Mega Backdoor Roth IRA could be the secret weapon you have yet to use in your retirement saving strategy. If you consider yourself a super saver, looking for alternative ways to save tax efficiently, this could be a great…
A Few More to Add to Your Summer Reading List, Ep #90
How do you pick the books you read? Do you add book recommendations to your summer reading list throughout the year? Do you use an Amazon Wishlist or social media to help you discover what you want to read next?…
How Sequence of Returns Risk Could Impact You, Ep #89
Most people know little to nothing about sequence of returns risk. The subject doesn’t make for the most interesting topic for cocktail party discussions. Even though, some refer to it as your biggest retirement risk. Reason being, sequence of returns…
Memorable Financial Lessons From Pop Culture, Ep #88
Most of us have likely been in a conversation and said, “That reminds me of a scene in the movie…” to emphasize a point. Movies have a powerful way of presenting memorable situations where real life decisions and money…
Guide to Preserving Yours or a Loved Ones Legacy, Ep #87
Nobody likes to talk about the two certainties of life: death and taxes. So much so that we delay important decisions on how to deal with our assets for our heirs. On this episode, Cameron Hendricks and Grayson Blazek…
The Ins and Outs of Opportunity Zones, Ep #86
You may have seen more news stories mentioning Opportunity Zones of late, but there are still plenty of questions surrounding this part of the latest tax reform. Today we’re discussing the ins and outs of investing in Opportunity Zones…
Unlocking the Secrets to a Successful 401k Rollover, Ep #85
Rolling over your 401K is a complicated process so we brought in a few experts, Angela Keeley-White and Heather Gudac, that have helped our clients rollover hundreds of 401K’s. Understanding the unexpected roadblocks surrounding a 401K rollover is a…
