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May 26, 2021

On this week’s episode of the Fiscal Blueprint podcast, we continue our conversation on RMD's (required minimum distributions.) Is it time to finally get rid of them altogether? Well, a recent article in Investment News explored this possibility and there are definitely some compelling arguments for this idea. Who...


May 18, 2021

On today’s show, we are going to go over some common misconceptions and mistakes folks make when it comes to taking their RMD’s from their IRAs.

 

Disclaimer: Please do not take advice from me on this show. As a licensed Fiduciary I am only allowed to give advice to clients. So, unless you’re a client I can’t...


Apr 28, 2021

On today's show, we are going to discuss the 6 Retirement Killers to avoid at all costs!

 

(0:25) Practical Planning Segment:

 

From my experience, the number one concern for most folks when it comes to financial planning is outliving their money in retirement. Along with that, many folks are concerned about the costs...


Mar 23, 2021

On today's show, we are going to discuss the difference between a rollover and a transfer, and if you think that's a boring topic, you might be right.,

 

However, it is an extremely important topic because if you do it wrong, the IRS can levy some large tax penalties. Let’s deconstruct the difference between rollovers...


Mar 17, 2021

Welcome to episode 48 of the fiscal blueprint podcast! Today we are going to talk about the Ins and outs of Roth conversions and answer a few questions such as: What is the purpose of a Roth conversion? How does it benefit you? And what are the pros and cons of completing a Roth conversion?

 

Disclaimer: Please do not...