Today we are going to discuss one of the most powerful tools in financial planning. The Roth IRA. They have been around for over 20 years, but many people don’t fully understand what they are and if they should be using them. Hopefully we will be able to clear much of that up today for everyone listening!
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https://www.averywealth.com/
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Ep 17: The Essential Planning Checklist
Ep 16: Savvy Social Security Planning
Ep 15: How to Pick a College You Can Afford
Ep 14: How College Debt Can Ruin Your Retirement
Ep 13: The Dangers Of Only Saving To A 401(k)
Ep 12: Mortgage Planning in a Low Interest Rate Environment
Ep 11: The Difficulty Of Financial Planning After The Death Of A Spouse
Ep 10: Risk Tolerance
Ep 9: The Advisory Process - Protect Phase
Ep 8: The Advisory Process - Build Phase
Ep 7: The Advisory Process - The Design Phase
Ep 6: Challenge of Investing Outside of the Plan
Ep 5: How Important is an Advisor's Process to My Financial Success?
Ep 4: What Are My Costs When Working With an Advisor?
Ep 3: What Type of Advisor is Best for Me and My Goals?
Ep 2: Do You Need an Advisor?
Ep 1: Get to Know Dan, Brent & the Podcast
Opportunity Riding On A Dangerous Wind
Is The Customer Always Right?
Your Financial Philosophy
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