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Tag: Roth IRA

episode

How to Build a Better Retirement in 2017

It's the end of 2016 and the beginning of a New Year. Now is the perfect time to look forward…

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Everything You Need to Know About IRAs

How much do you really know about IRAs? When you can choose between Traditional, Roth, SEP, SIMPLE, and more IRA…

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12 Mistakes to Avoid Making With Your IRA

Individual Retirement Accounts (IRAs) are critical in securing financial independence in retirement. Because of this, Brian and Bo took the…

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How Do You Hold Your Assets?

Brian and Bo discuss the strategy behind asset location and give you a breakdown of their thoughts when designing investment…

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The 30ish Minute Financial Plan

This week on The Money-Guy show, Brian and Bo run through a list of items that will help keep you…

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Building Your Dollar Army

We are always happy to receive emails from our listeners, and, on this show, Brian shares two different emails, one…

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End of Year Tax Planning

Hopefully everyone had a great Thanksgiving. We certainly did and, as expected, ate way more that we should have! With…

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Timeless Tips and Tax Advice

Many investors are looking for a hot, flavor-of-the-week investment tactic to bring them success. With a long-term outlook, though, it…

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Asset Location

In past shows, we have often covered the topic of proper asset allocation when investing, but today's podcast focuses on…

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Roth Conversion: In-Depth Analysis

Well here it is; we finally did it. You have been writing, calling, and asking for us to explain and…

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