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May 2023 — Jul 2023
Jul 7, 2023 • 28 minutes
Today on TOM, we will discuss the importance of passing down financial wisdom and a couple examples of how other families have addressed this tension of helping but not hindering.
Jun 30, 2023 • 25 minutes
Today, I want to discuss how you can expand those education options for future generations with good planning and one particular strategy.
Jun 16, 2023 • 25 minutes
Today I will discuss how I morphed these frustrations into a financial planning solution. My hope is that by sharing my approach and process, it will help to sharpen your planning mind as well.
Jun 9, 2023 • 28 minutes
I think there is a lot of confusion about what or what not to do a Roth conversion. This decision has a lot to do with timing.
Jun 2, 2023 • 26 minutes
In sports, a fair-weather fan is a term for fans who only show up when their teams perform well. We also have a term for fans that rotate their allegiance based on which team is winning and, in vogue, a bandwagon fan.
May 26, 2023 • 32 minutes
Today, we will discuss the reality of future financial leftovers and the importance of planning for those leftovers now. We will talk about the process of breaking your financial plan, setting dream goals, and much more.
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