by walter | Feb 23, 2023 | Financial Planning, Podcast
After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. The financial planning industry has been keeping an eye on this bill for some time so it wasn’t a surprise, but there are a few wrinkles that many weren’t expecting....
by walter | Jan 19, 2023 | Podcast
Today we open up the mailbag to get to a few of the questions that have come into the show and we’ll hit on a few different financial topics that might also apply to your life. From saving for college to working with multiple financial advisors to RMD withdrawals,...
by Shari Rash | Oct 4, 2022 | Behavioral Finance, financial family office, Millennial Money, Retirement, Retirement Income Planning, Women and Money
Retirement Planning for Stay At Home Moms (and Dads!) It can be done and you deserve it! Subscribe to my posts via email.* * indicates required Email Address * First Name *Privacy Policy: We hate SPAM and promise to keep your email safe. one day, stay-at-home moms...
by walter | Jan 13, 2022 | Podcast
We are all going to get to retirement eventually, but our journeys may look very different getting there. There are a lot of risks women face when it comes to saving for retirement. In a male-dominated field like the financial industry, it can feel like their risks...
by walter | Oct 14, 2021 | Podcast
There are benefits to different types of retirement accounts and when you will pay taxes on those accounts. Whether you should invest in tax-deferred accounts will depend a lot on your income level and personal circumstances. On today’s episode, we are going to...
