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Personal Finance
Carl Richards Interview Episode 1 — Real Financial Planning
A 5-part mini-series with Carl Richards on aligning money with life. In Episode 1, we define real financial planning—the overlap ...
Personal Finance
Tuesday Tips: Money Is a Tool: 3 Tiny Moves for Calmer Cash Flow
Money is a tool—not your identity. Give it a clear job and follow 3 small steps for 12 weeks to ...
Financial Planning
How Roth Conversions Can Help You, Your Surviving Spouse, and Your Heirs
Learn how Roth conversions for surviving spouse can reduce lifetime taxes, manage IRMAA, and support heirs under SECURE 2.0.
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Financial Planning
Podcast Appearances and Interviews
I am a panelist on the Money Tree Investing podcast. Episodes are recorded for later airing. You can find additional
Advisory Services
Life Planning Training: Reinforcing My Purpose
Life planning focuses on the human side of financial planning. Here is what I learned during my recent experience at
Financial Planning
Financial Planning for Couples – It Takes Teamwork
Managing family finances and putting together a financial plan should include the input of both members of a couple. Work