Recent Media Appearances AMR- Roth IRA Conversions: A Strategic Move for Your Retirement Savings Jeff Perry JD 1/30/2025
Recent Media Appearances Smart Money Moves: 7 Practical Ways to Save Big and Live Well Brian Regan CFA® 7/19/2024
Recent Media Appearances Thinking Slow About Stocks: How Kahneman's Insights Improved My Investment Results Brian Regan CFA® 7/19/2024
Recent Media Appearances Peak 2 - Solo 401(k) vs. SEP IRA: Big Decision for a Small Business Kevin M. O'Brien CFP®, CAP®, AIF® 7/5/2024