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.
E223: Choosing the Right Retirement Plan – Solo 401(k) vs. SEP IRA
May 22, 2024
E222: The Impact of Money Scripts on Your Financial Decisions
May 15, 2024
E221: How Debt Can Sabotage Your Financial Future – Understanding the Negative Effects of Debt
May 14, 2024
E220: Can I Withdraw From My IRA for a Down Payment on a Home?
May 1, 2024
E219: Understanding 401(k) Loans – How They Work and When to Consider One
April 24, 2024
E218: What Home Improvements Increase Cost Basis (And Why You Should Care)
April 17, 2024
E217: What's a "Normal" Down Payment for Buying a House?
March 20, 2024
E216: How to Recognize (And Avoid) Scams
March 13, 2024
E215: How to Switch Banks (In 5 Steps)
March 8, 2024
E214: Understanding Umbrella Insurance – What Does It Mean and Why Do You Need It?
February 28, 2024
E213: A Step-by-Step Guide to Setting Up a Solo 401(k) for Self-Employed Professionals
February 21, 2024
E212: Can a 529 Be Rolled Into a Roth IRA?
February 14, 2024