by Money Guy | Jul 6, 2018 | Featured, Podcasts
If there was a way for you to become a tax-free millionaire, do you think that would be something you’d want to know about? The good news is that there is a retirement vehicle that was designed to incentivize Americans to save toward retirement by allowing...
by Money Guy | Jun 29, 2018 | Featured, Podcasts
Remember when the “pundits” were forecasting at the end of 2016 that the closing value for the S&P wouldn’t rise above 2,500? The prevailing sentiment was certainly negative. In fact, just 1 of 10 Wall Street equity strategists polled by Barron’s on...
by Money Guy | Jun 15, 2018 | Featured, Podcasts
There is an old saying that goes something like, “Mistakes are the best teachers.” And while this is undoubtedly true, perhaps we can all agree that learning from other people’s mistakes when it comes to our finances is way better than making them...
by Money Guy | Apr 27, 2018 | Featured, Podcasts
Should you have a Health Savings Account (HSA)? Fidelity estimates that people 65 years of age till death will require $275,000 to cover medical care costs in retirement. That can leave many of us wondering how to plan and prepare for having that sum of money ready...
by Money Guy | Jan 26, 2018 | Featured, Podcasts
?With the average person now holding 11.7 jobs over the course of his or her career, according to the Bureau of Labor Statistics, there is a good chance that retirement plan assets get left behind. If you have ever wondered how best to take your 401(k) assets with you...
