Roth conversion

Ep 78: End of the Year Financial Moves

What should you do before the ball drops on New Year’s Eve? Sean talks through key financial moves to make before the 2021 year ends.

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What to Do When Facing a Forced Retirement

For whatever reason, forced and early retirements do happen. What should you do? Sean talks through some strategies to make sure the transition is as smooth as possible.

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Diffusing the Tax Time Bomb

Taxes in retirement require a lot of strategy and planning to get it right. What can you be doing now to prepare for taxes later on?

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