Listen Now Should You Do a Roth Conversion Before Current Tax Law Expires? Today, we’re exploring a timely topic: Roth conversions and the potential expiration of the Tax Cuts and Jobs Act in 2026. For many of us, this presents an important opportunity to lock in...
Watch Now Listen Now I’m thrilled to have Marlena Lee, Global Head of Investment Solutions at Dimensional Fund Advisors. In this role, Marlena leads a team dedicated to providing clients thought leadership, analysis, and education on a wide range of...
Listen Now Things can get complicated quickly in the world of personal finance. From investing and budgeting to estate planning and insurance, there are multiple ways to accomplish what you need to get done. In today’s episode, you’ll hear an interview I did on “The...
Watch Now Listen Now I had the pleasure of sitting down with Rubin Miller, a chess master, experienced investor, and the author behind the insightful blog Fortunes and Frictions. Rubin’s unique background provides a fascinating lens through which he views the...
Listen Now Welcome back to The Long Term Investor, proud member of the Retirement Podcast Network. Today, we’re diving into a topic that some of you might be facing—or will face soon—what to do when a CD matures. We’ll explore the factors you should consider,...
