Dec 27, 2023
It's that time of the year when people make New Year's resolutions! In today's discussion, Archie and Rob will talk about how to create specific financial goals. They explain how goal-based planning works and how to set clear objectives and strategies to reach them. They will also discuss how becoming a "saver"...
Dec 20, 2023
Join Archie and Rob as they dive into the multifaceted realm of early retirement. They discuss the different tools at your disposal and the complexities of tapping into retirement accounts before the conventional age. They highlight the importance of having a diverse portfolio and "tax buckets" to help you have a...
Dec 13, 2023
Join Archie and Rob as they discuss the changes brought about by the Secure Act 2.0. This new legislation has overhauled the legal and tax landscape of American retirement. They break down the groundbreaking provision that allows the rollover of unused 529 funds into a Roth IRA. Together, they delve into the...
Dec 6, 2023
Archie and Rob discuss the topic of certificates of deposit (CDs). A CD is a financial instrument offered by banks where you deposit money for a certain period of time and earn interest in return. They break down the mechanics of CDs, including how they used to be represented by physical certificates but now mostly...
Nov 29, 2023
Archie and Rob explore the topic of tax loss harvesting. They discuss its increasing popularity among financial advisors and individual investors, as well as the benefits it brings in terms of maximizing after-tax returns. Tax loss harvesting involves selling investments at a loss to offset taxable gains or income. Rob...