EP77: Geopolitics & Retirement Plans

On the Roadmap to Retirement Podcast, I talked with Jason Grover from Grover Financial Services about how geopolitical conflicts like the current Iran situation can spark fear and tempt investors …

EP 76: What Are “Trump Accounts”?

In this Roadmap to Retirement episode, I break down what “Trump accounts” are and when they may make sense for parents and grandparents. The account lets you contribute up to …