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This Father’s Day, give your family something that lasts: financial peace of mind.
Episode 272
Retirement planning can feel like a whirlwind, flooded with choices, tight timelines, and the pressure to “get it right.” In this special mailbag episode, David answers real questions from listeners who are navigating this very moment. One is preparing to retire and feeling overwhelmed; the other is already retired and sorting through the complexities of Roth conversions.
In this episode, David tackles two common listener questions that reveal just how much tax strategy plays into smart retirement and estate planning.
The headlines are loud, the markets are messy, and your gut might be telling you to do something — anything. But what should you actually do when your portfolio takes a hit?
We’re back with another mailbag episode! In this week’s edition, we’re tackling 3 great questions from listeners like you. These episodes are some of David's favorites, as they provide a chance to dive deep into key topics and explore the finer details.
