Healthy, Wealthy, & Wise Retirement Podcast

Welcome to Healthy, Wealthy, & Wise Retirement Podcast where CERTIFIED FINANCIAL PLANNER™ Loren Sherman shares thoughts on having a healthy mind, body and spirit; an abundance of wealth, inside portfolios and out; and lessons learned from clients and mentors over the years.

Home, Auto, & Liability Coverage- Part I (Ep. 87) 03/25/2026

Home, Auto, & Liability Coverage- Part I (Ep. 87) Listen in, as Dave Olchowka of Prizm joins the show to talk about a better way review your home & auto coverage. Dave launched Prizm in 2022, powered by innovative technology paired with human expertise. This leads to a quick and efficient process, while still always having a real person you can talk with. We talk about why Dave launched Prizm and the problems it addresses, some common mistakes people make when it comes to their own coverage, and I share a bit of my own experience working with Prizm, as my wife and I put our own coverage through the Prizm review process. I hope you enjoy this conversation, and be sure to take advantage of a complementary review yourself by clicking: *this episode was recorded in video format- visit our to watch Connect with Loren: Email: /episode/index/show/healthy-wealthy-wise/id/40517355

Oil & Gas: CEO Steve Blackwell- part II (Ep.86) 12/03/2025

Oil & Gas: CEO Steve Blackwell- part II (Ep.86) Today is the conclusion of my conversation with Steve Blackwell, CEO of Invito Energy Partners. In part I, Steve and I talked about oil & gas from an investment standpoint, and how not all oil & gas opportunities are equal, nor do all carry the same risk. For part II, we pivot to the unique tax benefits that oil & gas can offer, as this is what draws so many investors into the space. We talk about how an investment into oil & gas can be used to directly offset taxable income, but how it has to be done properly in order to qualify. We discuss who may benefit from an allocation to oil & gas, and just as importantly, who likely would not benefit. We also list off a handful of situations where the immediate tax reduction could be a powerful strategy as a one-time or ongoing use (paying tax on Roth conversion, sale of a business/farm, inheriting IRA funds that lead to higher AGI, offsetting taxable impact of year-end bonuses, “widow’s penalty,” reducing Medicare IRMAA). As a reminder, none of this should be taken as investment advice, as a personalized conversation is needed to determine if oil & gas, or any of the strategies we discuss on this show, are right for you and your situation. Further, the opportunity we discuss today is only available to accredited investors, which at the time of this recording, means having in income of $200k plus per year (or $300k joint income), or having an excess of $1 million of investable assets (not including your home). In the show notes, you can find Invito's executive summary with part one, and a tax benefits guide with this episode. You can also simply reach out if you would like to learn more about this opportunity. *this episode was recorded in video format- visit our to watch Connect with Loren: Email: hello@integrityguidance.com /episode/index/show/healthy-wealthy-wise/id/39215850

Oil & Gas: CEO Steve Blackwell- part I (Ep.85) 11/27/2025

Oil & Gas: CEO Steve Blackwell- part I (Ep.85) Today I'm joined by Steve Blackwell, CEO of Invito Energy Partners. Steve and his managing partner, Jared Christianson, have a long history and vast experience in the oil & gas space. As an investment opportunity, oil & gas can be a powerful addition to a portfolio, as its returns are not directly tied to the market like many traditional investments, and it offers unique tax benefits, but only if done the right way. While the tax benefits often lead the conversation when it comes to oil & gas, today we look at this solely from an investment perspective, because at the end of the day, all of the tax benefits in the world don't help us if the investment does not perform. As always, none of this should be taken as investment advice, as a personalized conversation is needed to determine if oil & gas, or any of the strategies we discuss on this show, are right for you and your situation. Further, the opportunity we discuss today is only available to accredited investors, which at the time of this recording, means having in income of $200k plus per year (or $300k joint income), or having an excess of $1 million of investable assets (not including your home). You can find Invito's executive summary in the show notes, or simply reach out if you would like to learn more about this opportunity. *this episode was recorded in video format- visit our to watch Connect with Loren: Email: hello@integrityguidance.com /episode/index/show/healthy-wealthy-wise/id/39192350

Retirement Risks Analysis (Ep. 84) 09/04/2025

Retirement Risks Analysis (Ep. 84) This is a quick impromptu episode where I hopped on the microphone after a couple of client meetings to share some thoughts. In the first half, I talk about the role of the advisor, specifically how it’s important for advisors to push back and challenge clients who have strong convictions regarding how to best invest their portfolio. At the end of the day, it’s the client’s money and they have the final say in how to invest, but I think it’s through this push-pull dynamic that we can arrive at the best answers. In the second half of this episode, I share my screen to walk through our Retirement Risks Analysis, which is a complimentary service we offer prospective clients. This is a review of 15 retirement risks, each color-coordinated so you can quickly identify strengths and weaknesses in your planning. This process helps us mutually determine if there is a good fit for a working relationship, and gives us some specific areas to improve so we can hit the ground running. I hope you enjoy this episode, and if you’d like your own Retirement Risks Analysis personalized to you and your situation, get started with the “Share More & Get in Touch” link below, or shoot us a quick email with “Retirement Risks Analysis” in the subject line. *this episode was recorded in video format, so you'll get the most out of it by visiting our and watching there Connect with Loren: Email: hello@integrityguidance.com /episode/index/show/healthy-wealthy-wise/id/38080335

Retirement Hobbies: Music (Ep. 83) 07/16/2025

Retirement Hobbies: Music (Ep. 83) On today's episode, Perry Ross, worship minister at Lutheran Church of Hope in West Des Moines, Iowa was kind enough to share his love of music with us all. Perry shares stories about how he got into music, how he came to his current position with Hope, and even answers some "off the cuff" listener questions that we received. I hope you enjoy this relaxing, long-form interview with Perry Ross! Connect with Loren: /episode/index/show/healthy-wealthy-wise/id/37423905

Retirement Hobbies: Music (Ep. 83) 07/16/2025

Ph.D. Alex Murguia- part II (Ep. 82) 06/25/2025

Ph.D. Alex Murguia- part II (Ep. 82) I'm excited to share Part II of my conversation with Ph.D. Alex Murguia. Alex is a "go-to" expert when it comes to any finance-related topic, as he has a unique ability to combine an academic proficiency with humor and real-world experience. I hope you enjoy today's show, and don't forget to take advantage of completing your own RISA Assessment too! *this episode was recorded in video format: On today's show, we discuss: 1) Does our tolerance for market turbulence change throughout retirement? 2) Why is it so important to identify our "retirement income style" (and what are the 4 styles)? 3) Instead of unproductive behaviors like trying to time the market, what are some worthwhile steps we can take in retirement? 4) Why is it important to know your plan's "funded ratio," and what are some of the shortfalls of the more traditional approach called "probability of success?" *Take a complimentary Connect with Loren: More from Alex: /episode/index/show/healthy-wealthy-wise/id/37142140

Ph.D. Alex Murguia- part I (Ep. 81) 06/04/2025

Ph.D. Alex Murguia- part I (Ep. 81) Today, I have the pleasure of welcoming Ph.D. Alex Murguia to the show. Alex is the CEO of Retirement Researcher and Managing Director of McLean Asset Management, an investment advisory firm based in Tysons, Virginia. He has been published in the New York Times, the Wall Street Journal, speaks at several financial conferences, and founded a financial planning software which helps retirees learn which retirement income strategies best fit their personalized style. *this episode was recorded in video format: On today's show, we discuss: 1) What actually is market volatility from an academic perspective? 2) What are some "market drivers" and is it worth trying to gauge them? 3) How much does the market move in absolute terms in order to our net gain or loss at the end of the year? 4) What are some biases we all have as investors (loss aversion, anchoring, survivorship, and action bias)? *Take a complimentary Connect with Loren: More from Alex: /episode/index/show/healthy-wealthy-wise/id/36841520

F.I.R.E.- part II w/ Jacob Schroeder (Ep. 80) 05/14/2025

F.I.R.E.- part II w/ Jacob Schroeder (Ep. 80) Today, we wrap up with Part II of my conversation with Jacob Schroeder of Kiplinger. We continue discussing the concept of "F.I.R.E." -Financial Independence, Retire Early. We talk about: -How FIRE participants can access funds prior to age 59 1/2- "Rule of 55" & "SEPP 72(t)" -What are some common characteristics of people who successfully implement a FIRE strategy? -What if you are retired and bored? *this episode was recorded in video format, and will soon be available on our channel: Connect with Loren: More from Jacob Schroeder: | /episode/index/show/healthy-wealthy-wise/id/36264730

Financial Independence, Retire Early- F.I.R.E. (Ep. 79) 04/23/2025

Financial Independence, Retire Early- F.I.R.E. (Ep. 79) Welcome back! I've been away for a bit, but ready to swing into another year of podcasting, and I have a lot of interviews lined up that I'm excited to share. For today's episode, Jacob Schroeder of Kiplinger returns to the show to share some of his research on the FIRE movement, which stands for "Financial Independence, Retire Early." We talk about: -What is FIRE and why do people get so excited about this? -On the flip side, what are some of the pitfalls of a FIRE strategy? -What is "Barista FIRE" and how is this different? -Why your risks can be magnified by retiring early, particularly "longevity risk." -How do FIRE enthusiasts flip the switch from saving and investing, to enjoying the fruits of their labor? *this episode was recorded in video format, and will soon be available on our channel: Connect with Loren: More from Jacob Schroeder: | /episode/index/show/healthy-wealthy-wise/id/36256175

Bitcoin- Part Two w/ Isaiah Douglass (Ep. 78) 12/10/2024

Bitcoin- Part Two w/ Isaiah Douglass (Ep. 78) Welcome in as we wrap up our conversation with Isaiah Douglass of Swan Bitcoin. Be sure to check out Part One if you missed it, as we lay the groundwork by discussing what Bitcoin is, how it's different than the broad term "cryptocurrency," whether or not it's too late to invest, and much more! For today's episode, we tackle some of the below questions: -How does the current political landscape impact Bitcoin? -How much should investors allocate to Bitcoin? -Where could Bitcoin realistically get to in the next 10 years? -And since this has been a very pro-Bitcoin conversation, I ask Isaiah to present his strongest argument AGAINST Bitcoin. We will tackle additional challenges to Bitcoin in a future episode, but I found this interesting as Isaiah shared a concern that wasn't on my radar. *this episode was recorded in video format, and will soon be available on our channel: Connect with Loren: More from Isaiah Douglass: | (805) 410-3195 /episode/index/show/healthy-wealthy-wise/id/34329485

Bitcoin- Part One w/ Isaiah Douglass (Ep. 77) 11/27/2024

Bitcoin- Part One w/ Isaiah Douglass (Ep. 77) Welcome in as Isaiah Douglass of Swan Bitcoin joins the show, and we begin our two-part conversation on one of our most frequently requested topics- Bitcoin. Questions we cover: -What is Bitcoin and why has it gained in popularity? -How is Bitcoin different from the broad term "cryptocurrency?" -What problems does Bitcoin solve? -What are the characteristics of an "ideal" currency? -Does Bitcoin have more of a track record than we might think? -How much of a portfolio should be allocated to Bitcoin? -Is it too late to invest in Bitcoin? *this episode was recorded in video format, and will soon be available on our channel: Connect with Loren: More from Isaiah Douglass: | (805) 410-3195 /episode/index/show/healthy-wealthy-wise/id/34170905

Election Thoughts & Tax Legislation w/ Neil Wilding (Ep. 76) 10/30/2024

Election Thoughts & Tax Legislation w/ Neil Wilding (Ep. 76) Welcome in as my friend Neil Wilding joins the show to discuss the upcoming election, our country’s budget obligations, and how taxes fit into this election and beyond. This is a bit of a marathon episode as we have a lot to cover, some of which includes: -discussion about "tax risk" -mandatory spending vs. discretionary spending -discussion about "legislative risk" -Tax Cuts & Jobs Act (TCJA) *this episode was recorded in video format, so if you'd like to watch, find us on Connect with Loren: More from Neil Wilding: *email for your free copy /episode/index/show/healthy-wealthy-wise/id/33624757

Terry Butler- Water for Ghana (Ep. 75) 08/20/2024

Terry Butler- Water for Ghana (Ep. 75) In today's episode, I have a conversation with a good friend and mentor, Terry Butler. Terry has a special talent for delivering his message with both accuracy and passion. Today, Terry tells us how two of his passions intersected in Ghana, by sharing the good word and bringing clean water to a country in need. This is a conversation I'm sure you will enjoy, and if you feel moved to get involved, we've included links below where you can donate and learn more. *this episode was recorded in video format, so if you'd like to watch, find us on Connect with Loren: Donate to the clean-water cause: /episode/index/show/healthy-wealthy-wise/id/32131962

Foster Group- with Reed Rinderknecht (Ep. 74) 06/26/2024

Foster Group- with Reed Rinderknecht (Ep. 74) In part II of my conversation with financial advisor Reed Rinderknecht, we discuss the firm he is with called Foster Group. Foster Group is right here in West Des Moines, Iowa, and has been serving the community since 1989 (with the name change to "Foster Group" in 2001). We talk about their process and investment philosophy, the type of clients they work best with, their fee structure, and much more. *this episode was recorded in video format, so if you'd like to watch, find us on Connect with Loren: Connect with Reed: /episode/index/show/healthy-wealthy-wise/id/31824957

Reed Rinderknecht (Ep. 73) 06/12/2024

Reed Rinderknecht (Ep. 73) Today I had the privilege of talking with Reed Rinderknecht of Foster Group in West Des Moines, Iowa. Reed brings a life experience that is tough to match, as he is the most tenured advisor at Foster Group, dating back to 1997. He also has a unique background as he's played for an Iowa Hawkeyes team that visited the Rose Bowl, competed in more than 80 triathlons, and has a love of flying, so he shares with us some of his experiences as a pilot. I hope you enjoy the conversation, and stick around for Part II where Reed tells us more about Foster Group and who they serve. And of course, don't hesitate to reach out if you have any questions or would like to connect with Reed. *this episode was recorded in video format, so if you'd like to watch, find us on Connect with Loren: Connect with Reed: /episode/index/show/healthy-wealthy-wise/id/31604017

Wealth Enhancement Group- with Jim Sandager (Ep. 72) 05/30/2024

Wealth Enhancement Group- with Jim Sandager (Ep. 72) For part II of my conversation with Jim Sandager, we talk about Jim's journey within the financial planning industry, and highlight his firm called Wealth Enhancement Group. Enjoy the conversation, and don't hesitate to reach out if you have any additional questions for Jim. *this episode was recorded in video format, so if you'd like to watch, find us on Connect with Loren: Connect with Jim: /episode/index/show/healthy-wealthy-wise/id/30808983

Mount Kilimanjaro- with Jim Sandager (Ep. 71) 05/16/2024

Mount Kilimanjaro- with Jim Sandager (Ep. 71) This episode, I had the privilege of talking with Jim Sandager of Wealth Enhancement Group. We hold off on talking business until Part II of our conversation, and instead, discuss Jim's journey to Mt. Kilimanjaro. Jim shares with us his story of climbing Mount Kilimanjaro with his son in January of 2023. We talk about his preparation for the climb, the amazing experience itself, and the memories and lessons he learned that will stick with him for a lifetime. *This episode was recorded in video format, so if you'd like to watch, find us on Also, check out the show notes where you can find a PDF Jim was kind enough to share with us, which includes pictures and highlights 14 lessons to live by. Connect with Loren: Connect with Jim: /episode/index/show/healthy-wealthy-wise/id/31223462

AO Wealth Advisory- with Adam Obrecht (Ep. 70) 04/30/2024

AO Wealth Advisory- with Adam Obrecht (Ep. 70) This episode is part II with Adam Obrecht, founder and financial advisor of AO Wealth Advisory located in Urbandale, Iowa. We talk about the origin story of why Adam launched AO Wealth, the types of clients they work best with, and what makes them unique. You can find more about AO Wealth Advisory via the link below. *this episode was recorded in video format, so if you'd like to watch, find us on Connect with Loren: Connect with Adam: /episode/index/show/healthy-wealthy-wise/id/30804623

Aviation- with Adam Obrecht (Ep. 69) 04/16/2024

Aviation- with Adam Obrecht (Ep. 69) Today, I sit down with Adam Obrecht, who is the founder and a financial advisor with AO Wealth located in Urbandale, Iowa. But instead of discussing Adam's advisory firm just yet, we start with a conversation about one of Adam's passions, aviation. We talk about how Adam got his start into flying, and how others can get started if they would like to explore the hobby. We also talk about some of his most memorable flights, and what he's learned along the way. If you are searching for an exciting new hobby, this episode just might be for you! *this episode was recorded in video format, so if you'd like to watch, find us on Connect with Loren: Connect with Adam: /episode/index/show/healthy-wealthy-wise/id/30804538

Syverson Strege- with Jason Gunkel (Ep. 68) 04/02/2024

Syverson Strege- with Jason Gunkel (Ep. 68) In this episode, we continue the conversation with Jason Gunkel, who is a financial advisor with a West Des Moines firm called Syverson Strege. Jason gives us an overview of Syverson Strege, we talk about how they are unique and who they serve as clients, and Jason shares his plans for a podcast of his own, called Prayers & Profits. And although Syverson Strege is technically a competing firm, I have a lot of respect for Jason and the work they do. We understand that not everyone is going to be the right fit with Integrity Wealth Management, and in those cases, we'd rather point you in the direction of firms who may be a better fit. *this episode was recorded in video format, so if you'd like to watch, find us on Connect with Loren: Connect with Jason: Prayers & Profits- podcast coming soon /episode/index/show/healthy-wealthy-wise/id/30395773

Rest & Recharge- with Jason Gunkel (Ep. 67) 03/19/2024

Rest & Recharge- with Jason Gunkel (Ep. 67) In this episode, we have a friend and fellow financial advisor, Jason Gunkel join the show. In addition to being an advisor, Jason wears the hat of Chief Investment Officer at a West Des Moines financial firm called Syverson Strege. Syverson Strege has began to implement extended time off, or sabbaticals, as something their advisors can take advantage of. Last summer, Jason took his 6-week sabbatical away from work, and he was kind enough to share his experience and what he learned. And while Syverson Strege is technically a competing firm, I have a lot of respect for this group and the work they do. Our follow-up to this episode will be a Part II in which we let Jason talk more specifically about the firm, what they do, and who they work best with. *this episode was recorded in video format, so if you'd like to watch, find us on Connect with Loren: Connect with Jason: /episode/index/show/healthy-wealthy-wise/id/30240618

Annuities, Reverse Mortgages, & More w/ Wade Pfau (Ep. 66) 01/24/2024

Annuities, Reverse Mortgages, & More w/ Wade Pfau (Ep. 66) Last episode, we discussed RISA®- Retirement Income Style Awareness. If you haven't taken advantage of completing this for yourself, you can still do so here: On this episode, we wrap up with some follow up questions for Wade that you will not want to miss! Discussed on today's show: Wade shares his thoughts on annuities and if they should have a place in a person's retirement planning. Wade discusses the topic of reverse mortgages through the lens of financial planning, rather than as a "last resort." We then spend some time discussing the often used industry term "Fee-Only" and whether this truly eliminates conflicts of interest with an advisor. We wrap up by discussing some commonly overlooked or misunderstood tax strategies for retirees- preferential income stacking, the Social Security tax torpedo, Medicare IRMAA, Required Minimum Distributions (RMDs), and how the "widow's penalty" can further disrupt your tax obligation if unaccounted for. Connect with Loren: Connect with Wade: /episode/index/show/healthy-wealthy-wise/id/29617163

RISA®- with Wade Pfau (Ep. 65) 01/09/2024

RISA®- with Wade Pfau (Ep. 65) On this episode, I'm excited to share my conversation with Wade Pfau to discuss RISA®- Retirement Income Style Awareness. Wade is a bit of an icon in the financial planning space. If you want to dive deep into any financial topic, it's likely Wade has spent hours studying the research and can explain the pros, cons, and complexities of the situation. I've thoroughly enjoyed getting to know Wade, and I'm excited to share his RISA® technology with you. As a special gift, we've also given listeners the opportunity to take the themselves. Thanks for listening, and I hope you enjoy! Discussed on today's show: We talk through Wade's journey to create RISA® and what surprised him during his research Wade explains how knowing your RISA® profile can help you tell if you're "speaking the same language" with others We then spend most of our time talking through the 4 RISA® profiles- where they overlap and where they differ We wrap up this episode by discussing how the RISA® assessment helps advisors from imparting their own biases onto clients Connect with Loren: Connect with Wade: /episode/index/show/healthy-wealthy-wise/id/29379988

Interviewing Loren Sherman (Ep. 64) 12/21/2023

Interviewing Loren Sherman (Ep. 64) This is certainly a different type of episode than others I've recorded, as the tables are turned and I am on the receiving end of questions. I had the opportunity to sit down with Dennis Mattern, who had lots of questions about our firm, Integrity Wealth Management. Dennis is a lot of fun to talk with and an absolute pro when it comes to the interview process, as he also has a podcast show of his own and is no stranger to the microphone. After sharing this episode with their audience, Dennis and his team were gracious enough to share their video with me. So not only is it a change of pace to be on the receiving end of questions, but this episode is also unique as you can watch the video of our conversation here: Topics we cover on today's show: We start off (as we often do) explaining our unique fee structure, and how the phrase "we do well when you do well" can be misleading. We talk about who our firm is a good fit for (and what happens if we are not). We discuss tax planning, the importance of a fiduciary relationship, and if the term "fee-only" is really all that it's cracked up to be. We wrap up by coming full circle back to the topic of fees, and how clients get more excited about the money they save, not only when they see these funds grow in a separate account, but when they are earmarked for something exciting. I hope you enjoy this episode! Connect with Loren: Ps- if you would like to reach out directly or have an idea for a future show, connect with us at /episode/index/show/healthy-wealthy-wise/id/28893008

Five Charitable Giving Ideas *Rebroadcast* (Ep. 63) 11/29/2023

Five Charitable Giving Ideas *Rebroadcast* (Ep. 63) For many retirees, donating and becoming involved with charities and those in need becomes an important part of their retirement. For some, this is where they find purpose beyond their working years. While there is likely an endless list of charities that would be worthy of highlighting, today we offer an overview of 5 charities that have been on my radar as of late. Perhaps you want to add these to your list, or maybe they will get you brainstorming in another direction altogether! Charities discussed on today's show: - previous podcast episode Connect with Loren: /episode/index/show/healthy-wealthy-wise/id/28892838

Dr. Daniel Crosby- part II (Ep. 62) 11/15/2023

Dr. Daniel Crosby- part II (Ep. 62) Welcome back for the conclusion of my conversation with behavioral finance expert, Daniel Crosby. On this episode, we discuss the below questions and more. I hope you listen, share with others, and most of all, ENJOY! Questions discussed on today's show: Is it wise to "invest in what you know?" What can we learn from the Pepsi vs. Coke blind taste test? We've talked a lot about problems and headwinds we face, what are the solutions? As the old adage suggests, should we listen to our gut? How can we make the switch from saving all these years to retirement, to now spending our hard earned resources? Connect with Loren: Email: (put "Daniel Crosby" in the subject line to receive one of his books, as our gift to you) Connect with Daniel Crosby: /episode/index/show/healthy-wealthy-wise/id/28479986

Dr. Daniel Crosby- part I (Ep. 61) 11/01/2023

Dr. Daniel Crosby- part I (Ep. 61) I'm excited to share this conversation with psychologist and behavioral finance expert, Dr. Daniel Crosby. We discuss the emotional components to money, some of the different biases we all hold that get in our way, and why we react so differently to bad news versus good news, particularly with markets in mind. Daniel is a natural storyteller, so he's able to take complex studies and research, and explain them in a way that is not only easy to understand, but captivating to listen to as well. Connect with Loren: Email: (put "Daniel Crosby" in the subject line to receive one of his books, as our gift to you) Connect with Daniel Crosby: /episode/index/show/healthy-wealthy-wise/id/28476776

Retirement Hobbies: Coffee (Ep. 60) 09/19/2023

Retirement Hobbies: Coffee (Ep. 60) I had a fun conversation with coffee enthusiast Perry Ross, where we talk about how Perry first got into coffee, how to pick the right coffee bean for you, brewing tips, and much more! I like to sprinkle in non-financial episodes from time to time, as more retirees take up new hobbies after their non-working years. Perhaps after listening to my conversation with Perry, you will be inspired to add "coffee" to your list of hobbies! Connect with Loren: /episode/index/show/healthy-wealthy-wise/id/27931077

Welcome Back! (Ep. 59) 09/05/2023

Welcome Back! (Ep. 59) After a little bit of a summer break, I'm excited to be back in front of the microphone with you! In this episode, I share some of what I've been up to this summer and give you a glimpse into a couple of "can't miss" interviews coming out soon. We also highlight 3 planning opportunities coming up soon: Medicare's "Annual Election Period" End-of-Year Tax Harvesting Who Benefits Most From a Roth Conversion We close up today's show by attempting to clear up some of the confusion between the terms "Fee-Only" and "Flat-Fee." Connect with Loren: Resources discussed on today's show: /episode/index/show/healthy-wealthy-wise/id/27903699

Healthy, Wealthy, & Wise Retirement Podcast

TOPICS