Ep 28: Coronavirus Fallout: What Financial Steps Should You Take Next?

2020-03-26T09:10:01-04:00March 26th, 2020|

It’s hard to imagine anyone avoiding losses over the last month due to the coronavirus fallout, but there are steps you can take to rebound when the market begins bouncing back. Today we’ll look at the opportunity in stocks, explain the importance of trusting your advisor in times like these, and talk about the next steps you should be considering with your retirement plan.

Ep 27: Coronavirus Impact on Financial Markets

2020-03-19T09:24:21-04:00March 19th, 2020|

The coronavirus has affected people around the globe and forced us to all change many aspects of our day-to-day lives. Maybe the biggest impact we’ve seen in the US has come on the financial side. The market collapse we’ve seen over such a short period of time is unprecedented and has many people concerned. We turn to Ben for perspective on what we’re seeing and reassurance that retirement planning is a long-term play.

Ep 26: Should You Do a Roth Conversion?

2020-03-12T09:11:39-04:00March 12th, 2020|

Last episode we provided a basic understanding of Roth conversions. Now it’s time to take it a step further and look at the option from a strategic point of view. Is this something you should be considering for your retirement plan? We discuss who would and wouldn’t benefit and share the conversation we have with clients to help them make the decision.

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