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Feb 23, 2020

Roth conversions are becoming more popular due to changes in the tax rates. In this week's episode, Ryan and Alex discuss why converting your Roth should be something you think about or why you should not do this right now. 


Feb 16, 2020

Ryan and Alex delve into a difficult topic this week, discussing money with your parents and particularly, their money. As our parents age, it increasingly becomes our job to take care of them and their finances. It is important to begin the conversation of money early so that everyone can be informed. This is a...


Feb 9, 2020

This is the second part in a two part episode where Ryan and Alex break down the top 7 financial mistakes many of their clients have told them they have made. If you haven't listened to episode 27 yet, go back and listen to that one first. This episode covers the last 3 mistakes. Ryan and Alex also wrote a booklet on...


Feb 2, 2020

In today's episode, Ryan and Alex discuss 4 of the 7 Biggest Financial Mistakes that most people make. They have also written a booklet on this topic, which you can find by clicking HERE. This is the first part of a two part podcast, so come back next week to listen to the second...