Episode 13: Roth Vs Traditional Retirement Accounts Part 2 – Scenarios
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-22T21:54:40+00:00Podcast Show Notes & Transcript In this show, Mike and Amy discuss the basics of Traditional and Roth Scenarios, how
Episode 12: Traditional Vs Roth Retirement Accounts
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-22T21:55:26+00:00In this show, Mike and Amy discuss the basics of Traditional versus Roth Retirement Accounts, how they are different, and
The Co-Owner of Your Traditional 401K, IRA, & TSP Accounts
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-22T22:13:04+00:00The Co-Owner of Your Traditional 401K, IRA, & TSP Accounts You may not realize it while you’re working to build
Beating Some Index
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-22T22:17:14+00:00Beating Some Index In personal finance, what matters is not beating some index. What matters is meeting your goals. Too
Start Them Early – Roth IRA For Kids
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-22T22:19:17+00:00Start Them Early - Roth IRA For Kids “Compound interest is the 8th wonder of the world”. While there is
Mid-Year Tax Review
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-22T22:24:27+00:00Mid-Year Tax Review I know you’re probably feeling like you just finished taxes, but as we head into the middle
Get The Big Things Right – Accumulation Phase
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-22T22:27:56+00:00Get The Big Things Right - Accumulation Phase Personal finance, like most things in life, is subject to the Pareto
Retirement Red Zone
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-22T22:30:05+00:00Retirement Red Zone The retirement red zone is the 5 years before and after retirement. This is the time when
15 Ways To Save More [Checklist]
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-23T01:24:00+00:0015 Ways To Save More During January and February, we like to help clients identify proactive ways to start the
Loss Aversion
Mike Hunsberger, ChFC®, CFP®, CCFC2025-03-23T01:31:46+00:00We feel the pain of loss more than we feel the pleasure from gain. Because of this, we try to avoid loss. This is called loss aversion.