E283: What is a Roth Conversion (and How Do I Use It)?
November 26, 2025
A Roth conversion can be a powerful tool in your financial planning toolkit. But like most financial strategies, it's not right for everyone, and the timing matters considerably.
E150: How to Accurately Calculate Your True Monthly Expenses
July 20, 2022
E149: How to Ask for a Raise
July 13, 2022
E148: What Is Investment Management?
July 6, 2022
E147: Using Financial Ratios to Make Better Money Decisions
June 29, 2022
E146: Does Socially Responsible Investing, ESG, and Impact Investing Really Make a Difference?
June 22, 2022
E145: Five Simple Money Systems That Will Level Up Your Financial Health
May 25, 2022
E144: How to Be a Socially Conscious Consumer (While Feeling Overwhelmed)
May 18, 2022
E143: Should I Invest in Gold?
May 11, 2022
E142: An Overview of "I Bonds"
May 4, 2022
E141: Should I Buy Life Insurance Before I Need It?
April 27, 2022
E140: What Documents Do I Need For Financial Planning?
April 20, 2022
E139: How Does a 401(k) Loan Work?
April 13, 2022