Financial Planning Friday’s – A Plan for Success
09/30/2022

Episode #8 - Tax Loss Swaps

Financial Planning Friday’s – A Plan for Success
09/23/2022

Episode #7 - The Decision Center

Financial Planning Friday’s – A Plan for Success
09/16/2022

Episode #6 - Account Withdrawal Order

Financial Planning Friday’s – A Plan for Success
09/09/2022

Episode #5 - A Key Way to Manage Risk

Financial Planning Friday’s – A Plan for Success
09/02/2022

Episode #4 - The Critical Step During Volatile Markets

Financial Planning Friday’s – A Plan for Success
08/26/2022

Episode 3 - The #1 Determinant of Success for the Long-Term Investor

Financial Planning Friday’s – A Plan for Success
08/19/2022

Episode 2 - What's Your Probability of Success?

Financial Planning Friday’s – A Plan for Success
08/12/2022

Episode 1 - Why A Written Financial Plan Is Key To Your Success

The Power of Roth Conversions (and Their Timing)
05/26/2022

Why Roth Conversions Are Especially Useful During Market Downturns

Buying In A Bear Market – Where, How, and Why
05/17/2022

The Keys to Being a Long-Term Investor