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If you’ve ever dabbled in gardening, you know that some plants thrive together while others fight for resources. Tomatoes and potatoes? Terrible neighbors. But tomatoes and basil? That’s a match made in salad heaven. The same principle applies to your money. Certain accounts and investments simply don’t belong side by side. In this episode, John explains how the concept of companion planting—pairing crops that help each other grow—mirrors smart financial strategies. Just like tomatoes thrive when planted near basil, your retirement plan flourishes when your investments, tax strategies, and income sources are designed to work together instead of competing for resources.

Here’s what we discuss in this episode:

🪴 Gardening wisdom for retirement planning

🥔 Why “taters and maters” don’t mix in finance

🚀 Roth IRAs need growth, not safety

🌿 Designing a healthy, balanced financial garden

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