Solving The Financial Puzzle

On this week's show we answer listener questions about "robo advisors", relying on inheritances and Roth vs. Traditional IRAs. Plus we put Dan to the test with a multiple choice financial quiz. We'll show you how estimating your way through a retirement plan can go wrong. Sinbad, Val Kilmer and Nick Cage all make appearances in Tales From The Tax Side.

This week we cover the important ages during the retirement planning process. We answer listener questions about bonds, annuities and longevity planning. How do you plan for different retirement uncertainties? We'll cover that, plus we'll have another great story during Tales From The Tax Side.

On this week's show we answer questions about managing investments during a divorce, diversification and how to eliminate some financial stress from your life. We'll also explore how a financial coach is different from an adviser. Plus, why you might want to utilize life insurance, even if the kids are out of the house. And don't forget our favorite segment, Tales From The Tax Side... This week we pay homage to the late Yogi Berra. So take a listen!

In this special edition of Solving The Financial Puzzle we discuss the three biggest mistakes people make with their money. We also address the epidemic of people (and especially small business owners) overpaying on their taxes and how many don't know the proper way to handle a Roth conversion. Also, do mutual funds stink? Dan answers that question for you, plus much more on this week's episode.