I’m excited to share that I recently appeared as a guest on two informative podcasts that cover essential topics in personal finance and investing, which you may find valuable and worth checking out.
First, I had the opportunity to discuss estate planning strategies and the benefits of Roth conversions on the Advice-Only Podcast, hosted by Sarah Sprague Gerber of the Advice-Only Network, a leading resource for fee-only financial advisors and investors seeking unbiased advice.
Next, I joined the Ben with Benefits podcast, hosted by Ben Carlson of Ritholtz Wealth, to talk about Social Security optimization and retirement planning. Ben is also the author of the popular blog A Wealth of Common Sense, which I frequently feature here and recommend for its insightful commentary on investing and personal finance.
Other Recommended Reading
Thanks for reading and staying up-to-date on the latest investing and retirement planning strategies!
New to Investing? See My Related Book:
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Investing Made Simple: Investing in Index Funds Explained in 100 Pages or Less
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Topics Covered in the Book:
- Asset allocation strategies: Understanding why it’s crucial and how to determine your ideal mix of stocks, bonds, and other investments,
- How to choose the best index funds and ETFs for your portfolio,
- Roth IRA vs. traditional IRA vs. 401(k): Navigating the world of retirement accounts and making informed decisions for your financial future,
- Click here to see the full list of topics covered in the book and start building a solid foundation for your investment journey.
A Testimonial:
“A wonderful book that tells its readers, with simple logical explanations, our Boglehead Philosophy for successful investing.” – Taylor Larimore, author of The Bogleheads’ Guide to Investing
February 2, 2026
