Nov 21, 2019
Bill goes through scenarios of when it makes sense to convert a retirement account to an IRA.
Nov 8, 2019
Important concepts to consider before you retire and how to set yourself best for asset protection in retirement.
Oct 31, 2019
Bill continues his conversation with Diane Surgeon as the subject shifts to what you need to do once your caregiving journey has concluded.
Oct 16, 2019
Bill welcomes attorney Diane Surgeon to discuss how taking care of yourself when in a caregiving role is an essential part of life planning.
Oct 9, 2019
Bill breaks down what you need to know about taking money out of a retirement account, before and after retirement.