In this episode, we talk all about how Roth conversions work.
What is a Roth Conversion, and Why Should I Consider It?
The Greatest Threat to Your Life Savings – Sequence of Returns
Learn what types of strategies can you implement to aim to reduce sequence of returns risk and understand the differences between monitoring account balances vs. investment returns.
How to Build a Retirement Investment Portfolio
Purpose, personal preferences, diversification, asset allocation, and asset location.
What To Do When Markets Are “Bad”
Rather than staring at scary markets and making emotional decisions, what can we actually do to better the outcomes of our financial situations?
How to Harvest Taxable Gains and Losses
If done appropriately, tax gain and loss harvesting in your non-retirement accounts can help you reduce or defer taxes, thereby keeping more money in your pocket!