I'm the host of The Healthy and Wealthy Retirement Show and the founder of Sona Wealth. The only things I like more than helping folks have a healthier and happier retirement by saving money on taxes, investing wisely, and safely producing retirement income are running and golfing with my boys, working out with my wife, and playing pickleball.
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It's 5.29 (25) Day! Unlocking the Power of 529 Plans for Retirement
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Why Target Date Funds Are Bad For Your Retirement
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Retirement’s Hidden Spending Traps & The Diderot Effect
Sent 16 days ago
The SEPP Survival Guide: Top 4 Mistakes to Avoid When Setting Up SEPP IRA Distributions
Sent 22 days ago
Recession Odds, Roth Conversions, and the Wizard of Oz
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