Is it best to contribute to your company sponsored 401k plan, a Roth IRA, or a personal brokerage account? The answer depends on many factors. Chip and John hash out some of those factors on this episode of Finance in a Flash!

When it comes to taking account distributions, which account is best - IRAs, Roth IRAs, Brokerage accounts or 401k plans? Chip and John discuss tax strategies and other considerations to take into account when deciding which account to take a distribution from! 

On this episode of Finance in a Flash Chip and John sit down to discuss, tax-efficient investing and the importance of “Asset Location.”  Chip and John talk about which types of investments should be held in which accounts and why that may vary based on your stage in life.  

On this episode of Finance in a Flash, Chip and John give an update on the economy and financial markets. Chip and John talk about the Federal Reserve, inflation, the market, and much more! 

On this episode of Finance In A Flash,  Chip and John discus Money Markets! We dive into what a Money Market is, FDIC limits, what role Money Market accounts play, and so much more!  

On this episode of Finance In A Flash, we wrap up our series on Estate Planning by discussing common types of trusts. Chip and John briefly discuss several common types of trusts, their objectives, pros and cons, and tax and estate implications!

On this episode of Finance In A Flash, we continue our series on Estate Planning by discussing Revocable Living Trusts. Chip and John discuss key components of a Revocable Living Trust including:  the primary purposes, how they are handled from a tax perspective, and other reasons to consider this estate planning tool!

On this episode of Finance In A Flash, we continue our series on Estate Planning by discussing Wills.  Chip and John discuss what the purpose of a will, how they are used and the important decisions that need to be made when determining the provisions within a will.

On this episode of Finance In A Flash, we continue our series on Estate Planning by discussing Probate. Chip and John discuss what probate actually means, the assets included in the probate process, what assets are NOT included in the probate process, and so much more! 

On this episode of Finance in a Flash, Chip and John kick off our series on Estate Planning. We discuss asset titling and the importance of understanding how different  assets are titled!