Episode 86: Why Should I Hire A Financial Advisor
In this episode we discuss the pros and cons of hiring a professional money manager
Read MoreEpisode 85: How To Take Advantage Of Low Income Years
In this episode we discuss tax planning strategies for low income years
Read MoreEpisode 84: Converting 529 Plan Balances To A Roth IRA
In this episode we discuss the new rules for converting unused 529 plan funds to a Roth IRA
Read MoreEpisode 83: Common Questions
In this episode we discuss the most common questions we get asked as financial advisors
Read MoreEpisode 82: The New FAFSA
In this episode we discuss the rollout of the new streamlined FAFSA
Read MoreEpisode 81: Five Common Investing Mistakes
In this episode we detail five common investing mistakes
Read MoreEpisode 80: Thankful
In this episode we discuss what we’re thankful for this holiday season
Read MoreEpisode 79: Stocks For The Win
In this episode we discuss the long-term advantages of investing in equities
Read MoreEpisode 78: Understanding Tax Filing Status
In this episode we discuss the five main tax filing statuses
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