![Thoughts On Money [TOM]](https://podcdn.zencast.fm/download/Podcast%2Fartworks%2F3134%2Flarge%2F58bc5b2df18ca14a85d770f78757aff41555f6792317ed188395236a06b27ec7%2Fc70d8c0d6aa6b1b7.jpg )
Jun 2023 — Jul 2023
Jul 20, 2023 • 27 minutes
Markets are complex systems, and it is best to digest all the available information to help refine and evolve your perspective.
Jul 14, 2023 • 16 minutes
A recollection of some difficult experiences and a training meeting at the office this week revealed this gap in my plan.
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.
Get new episodes of Thoughts On Money [TOM] automatically
