May 4, 2022
Today I’m sharing details about a (new) popular financial scam.
To help you stay safe, I’m also sharing 3 ways to stay safe and protect yourself.
(Hint: your "complex" password may not be as secure as you think. 😲)
If you want to learn about this sophisticated financial scam + tips for protecting your family,...
Apr 19, 2022
Today I’m talking about investing.
Specifically, I’m joined by data scientist and author, Nick Maggiulli, and we’re talking about:
- How to invest in high inflationary environments
- Why you shouldn't “buy the dip”
- A unique formula for investing during market drawdowns
If you’re ready to dive into data and get...
Apr 14, 2022
Inflation jumped 8.5% through March.
This is the highest reported level since 1981. 😬
It was also the biggest monthly jump in prices since 2005.
However...there are some tentative signs that inflation may be slowing.
I share more in this episode + provide thoughts on how retirement savers might respond.
👉 Learn...
Apr 5, 2022
Today I'm tackling part two of our series on Roth conversions.
Specifically, I'm sharing:
- How to determine if a Roth conversion makes sense
- A Roth conversion case study
- Common mistakes + pitfalls to avoid
If you're ready to master Roth conversions and take control of your tax bill, you're going to love...
Mar 23, 2022
Today I’m kicking off a 2-part series on Roth conversions.
Specifically, here in part one, I’m breaking down:
- What a Roth conversion is
- How a Roth conversion works
- Why Roth conversions are so popular
If you’re ready to master the basics of Roth conversions, today’s episode is for you.
Need tax and retirement...