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We unpack how to keep money decisions simple and effective with CFP and fiduciary Nancy Hite, from Roth strategy to diversification and long-term care. Practical tips, clear guardrails, and a mindset shift that treats money like calories guide the entire talk.

• KISS method for daily spending and saving
• AI for general info, humans for personal plans
• Diversification across equities and bonds to reduce risk
• Limit employer stock exposure to under 10 percent
• Buy cars off three-year leases to save 30–40 percent
• Pay taxes on seeds not harvest with Roth accounts
• Convert in brackets without triggering higher taxes
• Build a three-month emergency fund before investing
• Long-term care insurance to protect assets and independence
• Hobbies as income, purpose and mental balance
• Volatility as the market’s DNA and why to prepare
• Crypto’s future and the need for regulation
• New 2026 catch-up rule requiring Roth contributions

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https://thestrategicwealthadvisor.com/

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