Tag: Roth IRA

Today I’ll talk about six popular moves people make before RMDs kick in and explain why each one gets so much attention. The goal here is not to chase every tactic, but to understand which levers actually matter for your taxes, income, and psychological well-being.

If you want to choose a place to retire that supports your health, finances, and quality of life over the long run, I believe this conversation will help you think it through with more clarity and confidence!

Company stock often feels like a bonus, but it comes with real decisions and real consequences. This episode is about understanding those tradeoffs so the stock you earn actually works for you, not against you.

Today I’m going to walk through six financial milestones that are truly worth celebrating. If you want to build wealth without burning yourself out, today’s episode will help you enjoy the process while still moving forward.

Today I’m going to break down nine retirement numbers you actually need to know for 2026. Do you want to make sure you’re not leaving money on the table? Then tune in and get ALL the knowledge you need to make it happen!

Today I’m kicking off 2026 the right way: by helping you map out financial goals that you’ll actually stick to. If you’re ready to make 2026 a year you’re proud of, grab a pen, grab your coffee, and let’s get after it together!

On today’s show I break down one of the most confusing areas in personal finance: what to do with your company stock and stock options. It’s a lot to cover, but I break it all down in a simple, workable way so you can make smarter choices moving forward. Tune in and find out more!