April 15 may well be a day of dread for most Americans. Working with an experienced accountant can help a lot. But how do you know when you’ve found the right fit? In this episode, David, Kari and Patrick walk you through the key questions to ask to help you select someone who suits your needs.

Retirement Spending Solutions SR: https://bit.ly/3H6murz 
4% Rule FPF: https://bit.ly/3sYrn0P 

Rising inflation and the prospect of rate hikes have been a one-two punch for the bond markets this year—and fixed-income investors may be feeling the pain. In this kind of environment, why own bonds at all? Our experts have that answer and more.

Investors enter 2022 haunted by many of the same headline risks that dominated 2021—including another rising wave of COVID infections impacting the economy. But, as Dan Wiener and Jim Lowell explain, this year could be even more volatile than the last.

It’s been a hectic year—and a positive one for the U.S. stock market. Taking the time to fine-tune your portfolio now may help prevent headaches (and tax bills) come April. In this episode of The Adviser You Can Talk To Podcast, our experts talk techniques for tuning up your portfolio, including how a look under the hood of your holdings may uncover unexpected tax savings.

Year-End Checklist: https://bit.ly/3dSFiOU

What would you do with an extra $100,000? Contemplating such a windfall—and the various ways you can responsibly invest or save any unexpected funds that may enter your life—is exactly how our green-eyeshade crew decided to celebrate the 100th episode of The Adviser You Can Talk To Podcast.

So far, 2021 has been a remarkably strong year for the U.S. stock market—so much so that some experts suggest the best strategy for the average investor is buying an S&P 500 index fund and walking away. Chairman Dan Wiener and Director of Research Jeff DeMaso disagree, and they discuss the myths of passive investing and how and why we build our portfolios for the long term.

Active vs. Passive SR: https://bit.ly/3wZ3x6L

Death and taxes may be certain, but Washington still seems to find ways to keep us all on our toes. The Biden administration has an array of new tax proposals, and while none are set in stone, our financial planning team has some advice on how you can best prepare yourself for what may be coming.  

Sometimes investors have to embrace short-term pain for long-term gain. When it comes to Roth conversions, the up-front sacrifice can be well worth it. But exactly when to convert to a Roth depends a great deal on your individual financial situation.

In this episode, we cover why early retirement may create opportunities for conversion, the importance of tax diversity in retirement and Roth IRA’s role in legacy planning.  

Roth Podcast: https://bit.ly/3uZ5O13 Roth SR: https://bit.ly/3uMyD0q