Today we are going to discuss one of the most powerful tools in financial planning. The Roth IRA. They have been around for over 20 years, but many people don’t fully understand what they are and if t

One of the more confusing parts of owning a retirement account is required minimum distributions. Today we are going to jump into the topic and try to help you better understand what RMD’s are and how

When we think about receiving a large lump sum of money, we tend to look at that as a positive thing. However, if you look at the statistics among NFL players and lottery winners, they end up filing f

College is one of the most expensive investments you will make in your life. But most people do not shop for college in the same way they would for a house, or car. Instead, they ask their child what

On this show, we want you to look at your finances in a different way: visually. Research shows that many people learn and understand concepts better when they can see them in a visual format versus i

Today's episode is all about better understanding your 401(k) plan and strategies that you may be able to use to optimize it. Contact: https://www.averywealth.com/ 517-783-1695

Today’s episode is all about keeping tabs on where you have been, where you are currently, and where you are heading. Dan and Brent consider this one of the biggest keys to long-term success. It also

On today’s episode we are going to discuss the importance of understanding your tax return and how it can contribute to building more wealth. We all know that taxes are a reality and that they can be