Guest Episode | Drake Friesen on the Power of Tax Professional and Financial Advisor Collaboration
Drake Friesen, Owner of Cinch Accounting, joins us for a deep discussion on the ways tax professionals and financial advisors can work together and enhance each others' services. This episode includes...
30 Maj 202449min
What Insurance Should I Care About? Part One
We take a step away from some of the lighter topics of financial planning to share about one of the most common and dangerous risks we often see in financial plans for young professionals - under-cove...
16 Maj 202419min
The Mega Backdoor Retirement Hack
As an addition to our recent episode on 401(k)s (Episode 2), we dive deeper into a niche strategy that some employers have made available for their employees, enabling them to contribute far more than...
2 Maj 202415min
Making the Most of Your Roth Dollars
Money held in Roth accounts can be incredibly valuable to your financial plan. There are standard limitations on contributions to Roth accounts; however, there are certain strategies that you may be a...
25 Apr 202428min
All About HSAs
Join us for a deep dive on Health Savings Accounts! In this episode, we unpack the various regulation around HSAs and discuss strategies for using them within your financial plan.Truemed: company focu...
18 Apr 202424min
Three Overlooked Retirement Concepts
Everyone wants to retire (whether or not golfing is your thing). In this episode, we cover three overlooked and under-estimated concepts that can have a major positive (or negative) impact on your ret...
4 Apr 202422min
Pro Tips for Investing
In this episode, we dive into two key concepts within investing: asset allocation and asset location. We also unpack the advantages and disadvantages of several common investment vehicle types.Contact...
21 Mars 202425min
Optimizing Your 401(k)
401(k)s are one of the most well known savings and retirement vehicles, yet there are a lot of variables and nuances that go into choosing the optimal strategy for your 401(k). We'll dive into those n...
14 Mars 202424min
