Podcast: Sona Wealth Advisors
-
Ep. 46: Travel in Retirement: Smart Strategies for Cost, Comfort, and Connection
Retirement is your time to explore, but meaningful travel takes more than just picking a destination. It’s about creating experiences that align with your values,…
- 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…
-
RIP Stretch IRA (Maybe?)
6.10.2019
What Is a Stretch IRA? When an Individual Retirement Account (IRA) is left to a nonspouse, a…
-
I’ll Take Jeopardy, Risk, & Retirement For $1,000, Alex.
5.25.2019
I’ll take Movies In The DirectTV Guide for $500, Alex. The answer: “Two hit men, a boxer, a crime boss,…
-
3 529 Plans For 3 Types of Minnesotan Nice Parents
5.24.2019
For those of you that don’t know, a 529 account is a tax-advantaged education funding account. It…
-
The College Approach
4.24.2019
Parents take many different approaches when it comes to college funding for their kids. The approach taken…
-
Overconfidence, The Final Four, & The CFA Wealth Management Conference
4.10.2019
As I was buzzed through the appropriate doors and circumnavigated the new security system at my son’s…
-
Bad People
4.10.2019
“I am ashamed of the pain I have caused my daughter, my family, my friends, my colleagues…
-
Skin In The Game
2.9.2019
The conversation is rarely easy. If they haven’t already brought it up, I know the probability of…
-
Don’t Miss Your Target
2.8.2019
Moving from a pension-driven retirement to a 401k-driven retirement has not been easy. Because the employee not…
-
A Common Mistake Of Overachieving 401k Investors
1.9.2019
It is common knowledge that your company’s 401k match is free money. Unless you are struggling with…