Dec 29, 2021
In this episode we dive into my review of The Psychology of Money by Morgan Housel.
Dec 15, 2021
In this episode we discuss after tax funds in IRAs and how they are different from Roth IRA's, and why you should care.
Dec 1, 2021
In this episode we discuss the new 2021 social security update and what it means for your future.
Nov 17, 2021
****Please note any changes to the estate exemption are no longer applicable for 2021 planning purposes, as of 11/17/21. This episode was recorded when there were anticipated changes. This could still be educational and you should monitor proposed legislation because changes could still happen in the future, but...
Nov 3, 2021
This episode covers those decisions you have to make around open enrollment. Listen in as we discuss group life insurance, group disability, FSAs and more.
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