Plan Wise. Retire Free.

The 5 Most Common “Pain Points” In Your Financial Life

When it comes to financial planning, everybody has some kind of pain point. Those pain points are different for each person, but everyone has something that bothers them. Mike and Jude tell us about some times where they've helped clients through these frustrating areas.

The Roth Guy

We discuss the debut of The Roth Guy and talk about some of the finer points of using a Roth as part of your retirement strategy.