The Financial Compass

Is a Roth Conversion Right for You?

During this episode, we'll explore Roth conversions including what they are, who they may benefit, and the important considerations anyone should think through before making a decision.

How Much Monthly Retirement Income is Enough?

During this episode, we’ll consider how to determine how much monthly income you’ll need to maintain your preferred lifestyle during retirement.

The Power of Spousal Benefits

During this episode, we’ll consider how properly utilizing Social Security’s spousal benefit may make your benefit even more powerful.

A Different Way to Budget

During this episode, we discuss the anti-budget — a simpler, more sustainable approach to managing money — and connect it to the broader goal of financial freedom.

Yes, You Can Spend During Retirement

During this episode, we’re going to discuss how you can spend enough money to enjoy life and retirement while still sticking to your financial strategy.