Category: Podcast

  • Ep. 26: Strategy vs. Tactics: Should You Change Your Portfolio Before a Recession?

    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

    Confused by the Roth 5-year rule? If so, you’re not alone. The Roth IRA can feel like…