Podcasts

What Could the Sunset of the 2017 Tax Cuts & Jobs Act Mean?

by Matt Roberts MFM CFP® CAP® Chief Planning Officer | November 4, 2024

Did you know that children can begin contributing to a Roth IRA once they start earning income? Learn about the benefits of contributing to a retirement account as young as possible.

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Starting a Roth IRA for a Child

by Lance Knaack CFP® Associate Financial Planner | October 14, 2024

Did you know that children can begin contributing to a Roth IRA once they start earning income? Learn about the benefits of contributing to a retirement account as young as possible.

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What is a Donor Advised Fund (DAF)?

by Ben Geiger CFP® Financial Planner | September 19, 2024

What is a Donor Advised Fund (DAF) and how can it help you achieve your charitable goals? Learn some of the key benefits of a DAF to help you determine whether one might be a good tool to add to your charitable giving toolbox.

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Choosing an Executor

by Lance Gunkel CFP® CFA Managing Director | August 12, 2024

Who would make the best executor for your estate? Here are aspects and situations to consider when deciding whom to ask to take on this important role.

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Financial Transitions

by Jennifer Scheck Associate Financial Planner | July 15, 2024

Unsure about when you might want to seek out a CERTIFIED FINANCIAL PLANNER™ practitioner to assist with financial transitions? Jennifer Scheck provides insights in today's Finance Moment episode.

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