Ep 23: Are You in the Financial Red Zone?
On today’s episode of How Money Works, we’ll discuss the financial red zone. What is it, and what should you do if you fall in this category?
Recharacterizing an IRA Contribution
Recharacterizing an IRA Contribution [...]
Ep 22: Clients’ Toughest, Most Unanswerable Questions
On today’s episode of How Money Works, we’re sharing some of the toughest, most unanswerable questions we get in the financial business. From healthcare to the stock market to taxes, we'll cover some important planning topics.
A Financial Experiment
If you’re looking for a way to help better or [...]
Investment Engines Inside Annuities
Investment Engines Inside Annuities [...]
Spending Personalities
Craig and Jennifer Moser break down the different personalities of spenders and how those traits could affect your retirement.
Financial Planning Personalities by Profession
In our experience, people in certain jobs tend to approach financial planning the same way. On this episode of How Money Works, we explain some of the positives and challenges of financial planning by profession.
Roth vs. Traditional IRA
To answer the question of Roth vs. Traditional IRA, they chose to “bite the tax bullet” now and enjoy tax-free withdrawals. It's the same for retirees who converted a traditional account to a Roth. (Their heirs will also inherit the tax-free accounts.) Let's take a look at the Roth vs. Traditional IRA.
Build Your Diversified Income Plan
Having a strategy to generate income you can’t outlive can give you peace of mind. To help defend your future against inflation, market ups and downs, unexpected expenses, and longevity, I encourage you to build a diversified income plan.
Don’t Fly Blind
For that reason, don't fly blind whenever unexpected weather comes your way! If any of these eight events ever happen in life, don’t make the mistake of proceeding without a plan.
