This time of year, we’re all thinking about getting in shape after all of the holiday goodies. Bruce and Peg discuss how to get your finances in shape as well in this week’s episode.
Questions Answered Include:
- My husband and I had been doing a lot of what you’re suggesting but recently had a medical emergency pop up and it’s thrown off our ability to meet out short term goals. What can we do to pivot and meet our long term goals still? What’s your advice for how to adjust your plans for emergencies?
- I’ll be turning 70 in February and I am trying to plan for my QCDs this year. You talk a lot about how to make a Roth conversion but how do I know if that’s a good idea for my situation?
Featured Segment: Financial Fitness
Bruce Helmer, a founding member of Wealth Enhancement Group, has been the host of the “Your Money” Radio Show for more than 20 years. He is also featured weekly on the Twin Cities CBS affiliate WCCO, and has penned three financial advice publications.