Day: July 4, 2019
-
Beyond Meat Father’s Day Taste Test
I was skeptical when I heard about the innovation of fake meat— Beyond Meat, to be exact— years ago. I have never been a vegetarian,…
- 401k
- Backdoor Roth
- Bitcoin
- College Funding
- Crypto
- Economics
- Estate Planning
- Featured
- Feel Good
- Financial Planning
- Healthcare
- healthcare
- healthcare
- HSA
- Inflation
- Insurance
- Investing
- IRA
- Mega Backdoor Roth
- Open Enrollment
- Podcast
- Private Equity
- Retire Early
- Retirement
- Roth IRA
- SEPP
- Social Security
- Student Loans
- Taxes
- Traditional IRA
- Uncategorized
-
Ep. 38: Why Beneficiary Designations Can Make or Break Your Estate Plan with Estate Planning Attorney Jennifer Spalding
7.26.2025
Are your beneficiary designations putting your estate at risk without your knowledge? In this episode, certified retirement…
-
Ep. 27: Is Social Security Going Away? Planning for a Secure Retirement
7.17.2025
Will Social Security still be around when you retire? As fears about its future continue to rise,…
-
Ep. 26: Strategy vs. Tactics: Should You Change Your Portfolio Before a Recession?
7.17.2025
Should you be making changes to your portfolio with a recession looming? Market volatility brings a lot…
-
Ep. 25: The Roth 5-Year Rule Explained
7.17.2025
Confused by the Roth 5-year rule? If so, you’re not alone. The Roth IRA can feel like…
-
Crypto in Your Retirement Portfolio: Sexy or Stable?
7.1.2025
Crypto in Your Retirement Portfolio: Sexy or Stable?
-
From Finish Line to Financial Security: Grandma’s Marathon Lessons for Your Retirement
6.23.2025
From Finish Line to Financial Security: Grandma's Marathon Lessons for Your Retirement My son and I ran…
-
Setting Sail into Retirement: 4 Lessons from @Sailing_With_Phoenix for Your Golden Years
6.16.2025
Setting Sail into Retirement: 4 Lessons from @Sailing_With_Phoenix From Sailing_With_Phoenix Insta If you’ve been scrolling Instagram lately,…
-
May Markets: Positive Yet Unsteady
6.9.2025
May Recap and June Outlook As Father's Day approaches, we can look back on May as a…
-
Travel Tips: The Art of Haggling
6.8.2025
The Art of Haggling: Your Guide to Unset Prices Abroad When you shop at home, prices are…
-
Ep. 24: It’s 5.29 (25) Day! Unlocking the Power of 529 Plans for Retirement
5.29.2025
It's 5.29 (2025) Day It's 5/29 Day! Unlocking the Power of 529 Plans for Retirement From our…