Season 1

Tune in to learn more about the Secure Act 2.0! Click here to schedule your FREE consult with our awesome team of CFP®s Here is access to Craig’s first book, Paying the Piper . Here is a link to Craig’s most recent book, Roth...

Click here to schedule your FREE consult with our awesome team of CFP®s Download your copy of Paying the Piper here! Episode: Four Reasons NOT to do Roth Conversions Tune in as we discuss: Mid 70s Under 59 Modest IRA balances...

Click here to schedule your FREE consult with our awesome team of CFP®s. Episode: A day late and a dollar short in Roth Conversions Tune in as we discuss: Benefits of Roth Conversions Misconceptions about Roth Conversions Opt...