FINANCIAL PLANNING 2/3

HELPFUL PLANNING VIDEOS

We’re here with resources for the most talked about financial planning topics. Click a video below to check out recent The Converse Team helpful planning videos.

Retirement with Multiple Income Streams

Financial Advisor Brandon Converse talks about retiring with multiple income streams.

Social Security Webinar

We explore Social Security topics including claiming strategies, the correlation between taxes and Social Security, and basics of Medicare.

Inflation

Keating & Associates President, Ryan Mann, talks with Wealth Manager, Mike Converse, about inflation's impact on your savings & spending.

FSA Dependent Care

Mike Converse explains Dependent Care FSAs, helping employees use pre-tax dollars for childcare, adult care, and other eligible expenses.

FSA vs HSA

Discover the differences between FSAs and HSAs, including contribution limits, tax benefits, and which option suits your needs best.

Secure 2.0 Act: 529 to Roth Conversion

Brandon Converse explains the new 529 to Roth IRA conversion under Secure 2.0, offering flexibility and tax benefits for unused 529 funds.

Adulting 102: Purchasing a Home

Unsure about buying a home? Learn to decide between renting or buying and assess your financial readiness to take the leap!

Adulting 101: Budgeting, Savings, Loans, and Credit Scores

Adulting 101: Master budgeting, saving, loans, and credit scores with practical tips to build a strong financial foundation for your future!

Pre-Tax or Roth?

Learn the key differences between pre-tax and Roth IRAs, their tax benefits, and how to choose the best option for your retirement strategy.

Choosing Your Beneficiaries

Learn how to choose beneficiaries wisely to ensure your assets are passed on as intended and avoid common mistakes in the process.

What Is a Backdoor Roth IRA?

Learn how a Backdoor Roth IRA lets high-income earners bypass limits to enjoy Roth IRA tax benefits with this simple strategy.

Roth IRA Funding Deadline

Learn Roth IRA contribution deadlines and how to maximize your retirement savings within the required time frame.

Traditional IRA Basics

Adam Eilert explains Traditional IRAs, covering tax rules for contributions, withdrawals, & key factors to consider for your retirement goal

Roth IRA Basics

Mike Converse covers Roth IRA basics, including after-tax contributions, tax-free growth, and its advantages for building retirement savings

Health Savings Account (HSAs)

Adam Eilert explains HSAs, their tax benefits, and how they help save for medical expenses now and in retirement, highlighting key features.

Delaying 401(k) RMD's with the Still Working Exception

Master estate planning essentials—wills, trusts, and more. Protect your assets and ensure your wishes are honored. Join our webinar!

Market Volatility

Mike Converse & Michael Turner share strategies to navigate market volatility, manage risk, and make smart investment decisions.

How to Choose an Advisor

Mike Converse & Michael Turner guide you on choosing a financial advisor—trust, practices, fees, and aligning with your goals.

Starting Your Career

Brandon Converse and Adam Eilert offer tips on budgeting, saving, and loan repayment to build a solid financial foundation after school.

Retirement Planning Options for Stay at Home Spouses

Mike and Brandon explain retirement options for stay-at-home spouses, comparing Roth vs. traditional IRAs, and offer contribution tips.

WE ARE HERE FOR YOU

If you are looking for an independent, trustworthy financial advisor, look no further than The Converse Team. Call us today to speak with an advisor. We’d be happy to set up a time to talk and send you on the right path to achieving your goals.