Life is too short to waste time and limit knowledge.

I’ve talked about Health Savings Accounts (HSA’s) in the past but it was time for Matt Robison and I to revisit one of my favorite retirement accounts. You read that correctly, HSA’s are great vehicles for retirement savings. Here’s

You don’t need a ninja suit and a broom to sneak through this clean back door and “steal” an extra $10k.  Many of my clients see the income limit for contributing to a Roth IRA ($150k/year single; $228k/year married)

This podcast might not be a one-size-fits-all, but it is worth a listen in terms of understanding estates and how good financial planning can help ensure that beneficiaries suffer the fewest tax consequences. Matt and I discuss how parents

Want to set your kids up for financial success? Well, you should have started 20 years ago. Before you start sputtering and scrambling, know that the next best time to do this is right now. When time is on

This week we are celebrating the 100th podcast by bringing you the top five most downloaded episodes. Join Matt Robison and I as we countdown the topics most listeners found helpful: 5. Health Savings Accounts – How you can

A smart man learns from his mistakes, a wise man learns from the mistakes of others. Many of my clients are in the tech space and thus affected (at least emotionally) by SVB’s failure in early March. On this

Many parents want to set their kids up for success and support them on their life journey. With the memory of establishing 529’s at the forefront, the thought of IRA’s and Roths can be overwhelming. Don’t get caught in

Financing a new or used car is almost as frustrating as the salesperson trying to sell you that cherry red, tinted window ladies/gents magnet Prius on the lot. 🚗 Car dealers may be able to entice you with lower