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...

Effects Of The Tax Reform & Email Questions

May 16, 2019 | Mailbag, Podcast

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

May 2, 2019 | Podcast

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

The 5 Most Common “Pain Points” In Your Financial Life

Apr 18, 2019 | Financial Planning, Podcast

When it comes to financial planning, everybody has some kind of pain point. Those pain points are different for each person, but everyone has something that bothers them. Mike and Jude tell us about some times where they’ve helped clients through these...

The Roth Guy

Apr 4, 2019 | Podcast, Retirement

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

Mar 21, 2019 | Podcast

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.