Financial Advisors React to Actually Hilarious Money Clips

Financial Advisors React to Actually Hilariou...

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Don’t Make This Huge Roth Mistake

⁠⁠⁠⁠Roth conversions can be an incredible retirement tax-planning tool—but doing one at the wrong time could leave you paying more in taxes than necessary. Brian and Bo break down 5 situations where a Roth conversion may not make sense, including high-income years, future tax bra ...  Show more

The Biggest DIY Investing Mistakes

DIY investing can be a powerful way to build wealth—but even experienced investors can make costly portfolio mistakes. Brian and Bo break down 7 common investing mistakes, including overlapping index funds and ETFs, poor asset location between Roth IRAs, 401(k)s and brokerage acc ...  Show more

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