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Is a Roth Conversion Worth It?
TAX DETAILS THAT MAKE A BIGGER DIFFERENCE THAN YOU THINK IS A ROTH CONVERSION WORTH IT? Lawrence M. Post | CPA, MST, CFP®, CIMA® Senior Tax and Planning Advisor Tessa Hall Media and Communications Specialist About This Episode Is a… Read More
How Much Can You Afford to Give Your Kids in Retirement?RETIREMENT DECISIONS THAT ARE HARDER THAN THEY LOOK HOW MUCH CAN YOU AFFORD TO GIVE YOUR KIDS IN RETIREMENT? WATCH ON YOUTUBE Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager Tessa Hall Media and Communications Specialist About… Read More
Should You Pay Off Your Mortgage Before Retirement?RETIREMENT DECISIONS THAT ARE HARDER THAN THEY LOOK SHOULD YOU PAY OFF YOUR MORTGAGE BEFORE YOU RETIRE? WATCH ON YOUTUBE Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager Tessa Hall Media and Communications Specialist About This Episode… Read More
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WELCOME TO BWFA’S PODCAST Library
Welcome to BWFA’s Podcast Library – HEALTHY, WEALTHY & WISE!
Our podcasts are cataloged and available for playback. We cover everything from finance, investments, retirement and taxes to wellness, health, and mindfulness. Submit your questions for future podcast episodes here.
The podcasts featured on this landing page are our most recent episodes.
Click the buttons below to view the entire libraries for each category.