Dec 17, 2021
Today we are going to be talking about the three levels of care that a financial advisor, insurance agent, or broker-dealer can provide. From the suitability standard to the best interest standard and the fiduciary duty, I will be explaining the details of each level of care so that you can identify the best advisor for...
Nov 19, 2021
Compound interest has the ability to make your money work for you, instead of you working for your money. Compounding is—quite literally—money multiplying itself. Luckily, it is not as complicated as it may sound. In this episode, I will be explaining how you can grow your bank account whilst putting in minimal...
Oct 15, 2021
Stable and predictable inflation is generally good for the economy—and for your finances. It helps money sustain its value and makes it simpler for everyone to plan how, where, and when they spend their hard-earned dollars. So, in this episode, I will be explaining how inflation affects you and how you can maximize...
Sep 17, 2021
A Roth IRA conversion is a very powerful tool for your retirement. If your taxes rise because you earn more (putting you in a higher tax bracket), a Roth IRA conversion may save you a considerable amount of money over the long term. So, in this episode, I will be discussing this important tax planning strategy and the...
Aug 13, 2021
As advisors, we’re always trying to set our clients up for success. Oftentimes we are looking for ways to maximize benefits, and this includes contributions into 401(k) plans. However, there may be one key step you’re missing in your retirement saving plan. So, to join in on this conversation today is Marissa Beyer,...