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Apr 2023 — Jun 2023
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.
May 5, 2023 • 24 minutes
Why accurately estimating your expenses may be the most important component of your financial plan
Apr 28, 2023 • 26 minutes
Investors get tunnel vision on an investment or a planning item that has very little impact on their whole portfolio or plan.
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