Most people like to think that they always make decisions based on logic and facts, but the truth is that emotions usually play a role for all of us in the decision-making process.

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The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept.

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Do you believe you need to be completely debt free to retire successfully? Or are you okay carrying some balances beyond your working years? There are many opinions about the best way to handle debt and retirement planning, so we’ll tackle them all on today’s show.

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Mutual funds have long been the most popular way for people to invest, but is that landscape changing?

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Myths, rumors, and misunderstandings are pervasive in the world of Social Security. On this show, we’ll look to clear up 5 misunderstandings about Social Security.

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We dedicate this week's podcast to questions from our listeners that we have received from our mailbag.

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While there are some factors that are different for everyone in retirement planning, there are also constants that affect everyone, no matter the specifics of your situation. How do we plan around these constants?

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On this week's episode, Charles talks about making a client's retirement plan more tax efficient. He describes a few strategies he used and how he was able to make the most out of the low tax rates we are in right now.

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Some people think we’re on the cusp of the next stock market crash. Others predict that we’re just due for a minor correction. And another camp thinks we’ll continue an upward trend. We don’t know who is right or when any of those options will occur. But let’s talk about what the next market crash might look like, even if we don’t know when it will come.

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Even for people who have been very responsible with their money over the years, entering retirement can still be a challenge because it’s such a different stage of life. Let’s talk about some of the missteps that even responsible savers can make…

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