Solid Financial Truths

Mar 19, 2020 | Podcast

A lot of things in the financial landscape have an “it depends” resolution. It can be frustrating when things are so fluid and vary person to person. So, let’s discuss some financial truths that we can state with confidence and see what we can learn from...

Everything You Need To Know About Roth Conversions

Mar 5, 2020 | Podcast

The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept…

All About The Benjamins – Is “Cash” Good Or Bad?

Feb 20, 2020 | Podcast, Retirement

Of course, we all want a healthy bank account. Having a good amount of dollars within easy grasp is helpful in the case of emergencies or for medium-sized purchases where you don’t want to have to liquidate assets. But is it counterproductive to have too much cash on...

IRA Limits & Emails

Feb 6, 2020 | Mailbag, Podcast

We discuss the limit increases to 401ks and IRA as well as answer questions from listeners here in the Orlando and Bradenton area.

Which Excuses Keep You From Retiring?

Jan 14, 2020 | Podcast, Retirement

Sometimes people say they don’t want to retire…and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I...

Mailbag Show

Jan 2, 2020 | Mailbag, Podcast

On today’s episode, we answer some of our listeners questions that have come in from the month of December.