Episodios

  • Roth IRA's & Conversion Strategies for Tax-Free Growth

    Roth IRA's & Conversion Strategies for Tax-Free Growth
    Jan 16 2026

    This time, Cory and Dan break down the age old question, to Roth or not to Roth. We cover the basics, benefits, contribution limits, conversion strategies, tax advantages, and how they fit into your overall retirement planning. Whether you're considering opening a Roth, converting a traditional IRA, or optimizing for tax-free growth, we simplify the details with practical insights to help you make informed decisions for long-term wealth building.
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    29 m
  • Marriage and Finance

    Marriage and Finance
    Dec 19 2025

    In this episode of Simply Wealth, we tackle the intersection of marriage and money with honesty, humor, and real-world insights. Drawing from our own personal experiences—as newlyweds, long-term partners, and financial advisors—we explore how couples can build a strong financial foundation together.
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    38 m
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