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Exposing 401(k) Weaknesses

Aug 15, 2019 | Podcast, Retirement

Your 401k can be your most powerful retirement savings tool. But it’s not perfect. Let’s talk about some of the weaknesses that you should be aware of in your 401k (or 403b…or TSP…or 457 plan)

These Financial Things Are Underrated

Aug 1, 2019 | Podcast

This topic is simple. Things related to your money, finances, and retirement that should get way more attention and excitement. Let’s give them the love they deserve on this episode.

These Financial Things Are Overrated

Jul 18, 2019 | Podcast

Sometimes things get pushed or catch a lot of buzz in the financial landscape and they just aren’t all they’re cracked up to be. Let’s explore some of the things that might be sold to you as the greatest thing since sliced bread, but in reality it’s probably way too...

Planning For Future Tax Rates

Jul 3, 2019 | Podcast, Taxes

This week, we’ll continue our earlier discussions about the oncoming tax train that is headed our way. Let the Roth Guy help get you prepped so you can have peace of mind about how taxes will affect your retirement future.

Roth Accounts and Tax Buckets

Jun 6, 2019 | Podcast

Jude, “The Roth Guy”, helps us look at the tax benefits of Roth accounts this week. We’ll also have a more in-depth discussion about the three “buckets” that make up Jude and Mike’s Bucket Plan strategy for structuring their...