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.
E235: How to Freeze Your Credit (And Why You Might Want To)
August 28, 2024
E234: The Psychology Behind Overspending
August 21, 2024
E233: The Cash Balance Plan – A Powerful Tax Savings Tool for Solo Business Owners
August 14, 2024
E232: Solo 401(k) Contributions – EmployEE vs EmployER
August 9, 2024
E231: What is a Good Debt to Income Ratio?
August 9, 2024
E230: Maximizing College Savings – A Guide to "Superfunding" a 529 Plan
August 9, 2024
E229: Will I Have to Pay Taxes When I Sell My House?
August 9, 2024
E228: What Does a Solid Financial Plan Look Like?
July 10, 2024
E227: Should I Invest in the Current "Hot" Stock?
June 26, 2024
E226: How to Share and Transmit Documents When Working With Financial Professionals
June 19, 2024
E225: A Guide to Designating a Transfer-on-Death Beneficiary for Your Vehicle
June 12, 2024
E224: Unlocking Financial Stability – Mastering the Personal Finance Metrics that Matter Most
June 5, 2024