Jun 30, 2018
IRAs are an incredibly valuable tool used for retirement planning but they can be confusing. Travis and Kelly help you avoid the many rabbit holes of investing jargon by breaking down the defining terms of these two types of IRAs, then they discuss the similarities between the Roth and Traditional, and finally point out...
Jun 24, 2018
In Episode 3, Travis and Kelly celebrate the 20th birthday of the Roth IRA. Looking briefly into the history of the Roth IRA helps to reveal a lot about why both Traditional and Roth IRAs exist, and for whom they were designed. The two types of Individual Retirement Accounts are similar in many ways but they do have...
Jun 14, 2018
“Recently, I had to have The Talk with one of my long time clients and her kids.”
None of our mentors warned us when we first entered the financial services industry about the most challenging part of being an independent financial advisor- a fiduciary- representing so many people that we care about. Join us as...