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 they should be using them. Hopefully we will be able to clear much of that up today for everyone listening!
One of the buzzwords around financial planning and investment management is fiduciary. On today’s show we are going to spend some time talking about what a fiduciary is and if a fiduciary may be appropriate for your needs.