Every month Roger sits down in front of the mic to discuss what’s happening in the financial sector and how it effects your savings and retirement. Give a listen and be sure to subscribe so you don’t miss an episode.
Social Security Mistakes to Avoid
In this episode, Roger explains the role Social Security actually plays as part of a retirement investment strategy. He talks us through what his research shows, what’s really at stake, and how the wrong choice today could cost hundreds of thousands of dollars tomorrow.
How to Refinance the Right Way
In this episode, Roger discusses the basics of refinancing and explains how individuals can use debt as a tool to build more equity. He also shares some of the most common mistakes people make when it comes to debt and asset management, especially when individuals don’t understand how to make the tax code work for them.
Are You Ready for the Coming Tax Changes?
In this episode, Roger discusses some of the potential tax increases currently being discussed in Congress and how individuals can take action now to minimize their tax burdens in the future. He also shares some helpful resources that will help with navigating that process.
The Value of Tax Planning
In this episode, Roger discusses the true value in tax planning - when to start and how to best prepare for what’s to come next. As we’re inching closer to the tax filing deadline this April, Roger shares how financial decisions made today will directly affect outcomes three, five and even 10 years in the future.
Anticipating Tax Changes in 2021
In this episode, Roger discusses taxes, specifically what to anticipate with changes in tax laws this year and beyond, and how you can best prepare yourself before you file. We also uncover what studying our economic history may tell us, and how hindsight can help predict what’s to come in the future.
Putting 2020 Into Perspective
No one could have predicted 2020 would end with a global pandemic, and what's to come for the rest of 2021 is anyone's guess. But in this episode, Roger offers advice on how to live with and face up to the things in life we can control, and how to let go of those we can't. We'll also unpack what we need to be thinking about to gain the confidence to navigate the unknown still ahead, all while putting 2020 into perspective.