What are positive money habits and how can we develop them. 

In this show we discuss commonly asked questions and important considerations when it comes to planning for retirement.

It can feel overwhelming and seem counterintuitive to be saving for retirement when you have debt to pay off.   While not easy, the good news is you can do both!

Socially responsible investing or also known as value-based investing or ethical investing, is the idea that people can choose to invest in companies that align with their environmental, social, or governmental views.  In this episode we discuss how people can support their social beliefs through their investment portfolios. 

In this episode Shawn discusses some common misconceptions when it comes to budgeting and some simple fixes people can use to help make the process smoother.

A Roth conversion is when you convert traditional IRA or pretax contributions to post tax.  This month we discuss things to consider when thinking of doing one such as the best time, tax strategies, and benefits. 

Converting from a traditional IRA to a Roth IRA is a taxable event. A Roth IRA offers tax free withdrawals on taxable contributions. To qualify for the tax-free and penalty-free withdrawal or earnings, a Roth IRA must be in place for at least five tax years, and the distribution must take place after age 59 ½ or due to death, disability, or a first-time home purchase (up to a $10,000 lifetime maximum). Depending on state law, Roth IRA distributions may be subject to state taxes.

It’s tax season and folks are getting their tax information together including making last minute IRA contributions.  In this podcast we talk about what has and hasn't changed in 2025 for IRA and retirement plans. 

Some IRAs have contribution limitations and tax consequences for early withdrawals. For complete details, consult your tax advisor or attorney.

In this episode we discuss strategies to help you get financially healthy.

It's that time of year when many folks are looking to help others.  In this show we talk about how you can donate in a tax effective way.

The terms 'Saving' and 'Investing' are often used interchangeably, but they are quite different. They can often be used to accomplish similar things, but the method in which you get there is different.

This episode explains the differences between Roth IRAs and Traditional IRAs and details the advantages of both.

In early May, the Social Security Board of Trustees announced that the trust funds had revenue to pay full benefits until 2035.Generally speaking, the headline's tone is very grim and indicates that the fund will be totally depleted in a matter of years, but this isn't really what's happening.

It's common for people to find themselves raising a young family & having to deal with aging parents at the same time.  This is challenging to say the least, but it is an opportunity to learn from your parents, decide your own future, and foster a strong vision for your children.

What are the things you should consider when investing during an election year?

One of the best ways to protect your financial data in an increasingly digital age is to protect your identity.

Part of the Secure Act 2.0 law has provisions that allow for penalty free distribution from some retirement plans and IRA’s. Learn what they are.

What to be aware of in the financial realm as we head in to the new year.

Many people think about downsizing in retirement.  Here are things to be aware of if you're thinking about downsizing in your life.

Steps you and your family can take today to ensure financial stability down the line.

Long Term Care insurance and the decisions related to whether this coverage is appropriate

Learn about how Qualified Charitable Distributions (QCDs) can positively impact your tax burden in retirement.