Welcome back to Friends Talk Financial Planning! In today’s episode, Bridget and John discuss the strategic world of Roth conversions....

Inheriting an IRA can be overwhelming, especially with the recent changes in tax laws. In this episode, Bridget and John break down the...

Are you considering long-term care insurance but feeling overwhelmed with all the options and details? Look no further! Join us, Bridget...

In this episode, Bridget and John share six important questions to ask when hiring a financial advisor or financial planner. They discuss...

In this episode of Friends Talk Financial Planning, John and Bridget address a viewer's question, breaking down the differences between...

In this episode, John and Bridget discuss all things Donor Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs) and how to...