Skip to site content

Tag: Roth IRA

40 results found
episode

Building Your Dollar Army

Updated: May 15, 2025

We are always happy to receive emails from our listeners, and, on this show, Brian shares two different emails, one…

View Episode

episode

End of Year Tax Planning

Updated: April 1, 2025

Hopefully everyone had a great Thanksgiving. We certainly did and, as expected, ate way more that we should have! With…

View Episode

episode

Timeless Tips and Tax Advice

Updated: April 1, 2025

Many investors are looking for a hot, flavor-of-the-week investment tactic to bring them success. With a long-term outlook, though, it…

View Episode

episode

Asset Location

Updated: June 18, 2025

In past shows, we have often covered the topic of proper asset allocation when investing, but today's podcast focuses on…

View Episode

episode

Roth Conversion: In-Depth Analysis

Updated: June 18, 2025

Well here it is; we finally did it. You have been writing, calling, and asking for us to explain and…

View Episode

episode

Year-End Clean Up

Updated: April 1, 2025

As we wind down 2009, what sort of things should you be thinking about? Well, in my life, it seems…

View Episode

episode

“Dead Ideas” Living On

Updated: April 1, 2025

How would you feel about outperforming the stock market by 15% - 20%? Holy smokes! That sounds pretty great doesn’t…

View Episode

episode

Why a Roth 401k May be Your Best Bet

Updated: June 18, 2025

If you have been listening to this show for any length of time at all, you have no doubt heard…

View Episode

episode

Are Tax-Deferred Savings a Ticking Time Bomb?

Updated: April 1, 2025

"If Thomas Jefferson thought taxation without representation was bad, he should see how it is with representation." – Anonymous Deferring…

View Episode

episode

Prioritize Retirement Savings and Where to Invest Cash

Updated: June 18, 2025

We’re currently in the final weeks of tax preparation season. As many of you know, I do just enough tax…

View Episode