Effects Of The Tax Reform & Email Questions

We’ll start off things off this week by discussing the effects of the tax code changes on people’s tax returns this year. Then we’ll dive into the mailbag and answer questions on retirement tax brackets, rolling over a 401(k), book recommendations,...

The Tax Train

This week we discuss the oncoming tax train and things to consider when choosing to prepare for the potential tax increases.

The Roth Guy

We discuss the debut of The Roth Guy and talk about some of the finer points of using a Roth as part of your retirement strategy.

Financial Overhaul

The guys share their thoughts on when a few tweaks to your retirement plan might not be enough and maybe a complete overhaul is needed.

Little Missed Details

Let’s talk about some of the details that people often fail to consider when they’re planning their retirement.