10:57Retirement PlanningI'm 60 with ALL PRE-TAX (401k, IRA, etc.). How Do I Minimize Taxes (ROTH CONVERSION CASE)?2 November, 2024241,334
16:13Retirement PlanningI'm 55 with ALL PRE-TAX (401k, IRA). When Should I Do Roth Conversions?23 October, 202448,871
21:20Financial PlanningFinancial Advisor Reviews Dave Ramsey's Early Retirement Advice!16 August, 20242,110
15:17Retirement Planning3 Easy Steps To Invest Your Portfolio For Maximum Retirement Income [Case Study]18 July, 20244,257
12:01Financial PlanningThis Is The Optimal Time To STOP Saving (You Have Enough!)24 January, 20243,158
11:49Financial PlanningCertified Financial Planner Reacts To CRAZY Money Advice On TikTok8 December, 20231,656
15:23Financial Planning5 Questions You'll Wish You Asked Yourself Before You Retired Early25 August, 2023484