In this episode of Best in Wealth, I break down Roth conversions and when the best time is to do one ..read more

The #1 issue most people face when it comes to retirement is running out of money. How do we solve for that at Fortress Planning Group? Learn more in episode #242 of Best in Wealth ..read more

Uncertainty is underrated. I share why the impact of uncertainty is positive in this episode of Best in Wealth ..read more

How often should you look at your investments? Keep reading for an interesting analogy and some guidance on how to determine how often may be right for you ..read more

Why is international diversification in your retirement portfolio a must? I cover the reasons in this episode of Best in Wealth ..read more

It can be taboo to talk about money with family and friends, let alone net worth. But don’t you want to know how you are doing relative to your peers ..read more

In this episode of Best in Wealth, I share eight of Charlie Munger’s best life lessons. Don’t miss his words of wisdom ..read more

In this episode of Best in Wealth, I share 5 life lessons our kids need to learn ..read more

Historical 4th quarter stock market data helps provide an optimist viewpoint in contrast to many of the pessimist headlines that are written daily. Of course, we have no idea of knowing who will be right this 4th quarter, the pessimist or the optimist, but if nothing else, the data does support our belief that trying to time the market is very difficult. I sure would not want to miss a 4th quarter rally if history were to repeats itself again this year ..read more

In this episode of Best in Wealth, I cover some cash flow planning issues you might not have thought of that are important to consider before the end of the year along with some tax planning and insurance planning issues as well ..read more