1. The Roth Conversion

      Is a Roth Conversion right for you? There are many different financial firms advertising this strategy right now, but it can be difficult to know this is truly something that will work well with your plan. We dive into how a conversion works, how taxes are paid, and the long-term effects of this process. Get Access To The IFL Manual Vault Click here to listen to more episodes. If you have a…Read More

  2. New Stimulus Package and End Of Year Planning

      A 900 billion stimulus package just got approved by Congress. So what does this mean for the economy and stock market? Matt and Nick discuss the big points of this new bill, how this will affect middle-class Americans, and the looming tax bomb that is building up as we keep adding to our national debt. We will also mention a few end of the year planning ideas to help set you up for success …Read More

  3. The Conversation No One Wants To Have

      As we approach the holidays, this may be a good time to discuss the wants and needs of our family in retirement. Even though this conversation can be tough and emotional, it's one that is pertinent to your retirement plan. Today Matt and Nick will discuss some of the barriers that can stand in the way of this conversation, a few ways to get this discussion started, and issues that could pot…Read More

  4. Trust Your Gut

      Many people in the financial world complicated the retirement process by throwing out buzzwords and explaining things in a complex way. But retirement shouldn't be this difficult, and it should incorporate some common sense. Matt and Nick talk about trusting your gut on the show today and some tips on how to do it. Along the lines of common sense, the guys also discuss an article that discu…Read More

  5. Election 2020

      This episode was recorded on November 4th, 2020 and we are still waiting for all of the votes to come in from last night's election. It's no secret that the market is rather volatile when there's uncertainty involved. This why Matt and Nick talk to us today on why we shouldn't have our retirement plan rely solely on the stock market's performance. The guys will also talk about the stimulus …Read More

  6. Elections & The Market

      This year's election is on the horizon and many people have strong emotions and opinions going into it. It's common that we hear one candidate will make the stock market crash, while the other one will be beneficial for the market. Matt and Nick discuss how to get through volatile times with reacting emotionally and the importance of their clients understanding the financial plan they put t…Read More