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.

How to Choose an Advisor

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

How to Select a Target Date Fund

Brandon Converse & Michael Turner explain selecting target date funds, covering risk, time horizon, and asset allocation for long-term 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.

Enrollment Best Practices

Brandon Converse and Michael Turner share tips on retirement plan enrollment, focusing on key features and budgeting for savings success.

Term Life Insurance

Mike Converse explains term life insurance, offering tips to choose a policy that fits your needs and budget for the best value.

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.

Maxing Out vs. Maxing Out

Mike and Brandon explain employer match vs. max contributions to help you avoid leaving money behind and maximize retirement savings.

2019 Small Business Award Video

Discover The Converse Team—our story, values, and services. Learn how we support clients and give back to the community we love.

401(k) Loans and Hardships

Mike Converse explains 401(k) withdrawals, covering loans vs. hardship distributions, pros and cons, & what qualifies for a hardship loan.

What is a Legacy of a Donor Advised Fund?

Mike Converse explains donor-advised funds, covering management after death and ensuring charitable giving continues seamlessly.

Consolidating Your Qualified Accounts

Mike Converse explains options for retirement funds when leaving a job, including rollovers, consolidating accounts, and key rules to know.

Smart Tax Planning Solutions for Non-Deductible Assets in IRAs

Mike Converse shares tax tips for non-deductible IRA assets, helping minimize taxes and maximize tax-deferred growth.

Gifting of Appreciated Assets

Mike Converse explains donor-advised funds, tax deductions, and the benefits of donating appreciated stock to maximize giving and tax saving

Why Do We Do Educational Videos?

Mike and Brandon Converse share The Converse Team's mission to provide financial education and empower informed decisions.

Who are We?

Charitable Giving Like a Boss

Mike Converse explains donor-advised funds, their tax benefits, and how they simplify charitable giving for maximum impact.

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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.