Plan Wise. Retire Free.
Episodes
Thursday Jun 20, 2019
Don't Utter These Famous Last Words
Thursday Jun 20, 2019
Thursday Jun 20, 2019
Hopefully your famous last words in life won’t be “Hey y’all, watch this!” And in the financial world, there’s quite a few phrases that you don’t want to be your famous last words either...
Thursday Jun 06, 2019
Roth Accounts and Tax Buckets
Thursday Jun 06, 2019
Thursday Jun 06, 2019
Jude, "The Roth Guy", helps us look at the tax benefits of Roth accounts this week. We'll also have a more in-depth discussion about the three "buckets" that make up Jude and Mike's Bucket Plan strategy for structuring their clients' financial plans.
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