In this episode, we answer the question: "Our adult child is struggling financially and keeps asking us for money. How do we help without jeopardizing our own retirement? Short answer: Assess your own financial help, the nature of the struggle, and the terms of the help--communication is key! Be honest about your limits, offer non-financial support where possible, and set boundaries. 🎙️ Have a financial scenario you’d like us to discuss (without giving personalized advice)? Send your questions to podcast@equilibriumfp.com—we’ll keep your information completely anonymous!📢 Don’t forget to like, subscribe, and share with friends who could benefit from smarter retirement planning tips!

In this episode, we answer questions regarding Roth withdrawals, Roth conversions, and how to choose a fiduciary advisor--including a crucial discussion on what questions to ask and what could cause a lack of consensus among planners when comparing.🎙️ Have a financial scenario you’d like us to discuss (without giving personalized advice)? Send your questions to podcast@equilibriumfp.com—we’ll keep your information completely anonymous!📢 Don’t forget to like, subscribe, and share with friends who could benefit from smarter retirement planning tips!

In this episode, we answer questions regarding whether you can contribute to a Roth if your income is a pension, where a full commission job should put retirement savings, and timing cashing in of iBonds. 🎙️ Have a financial scenario you’d like us to discuss (without giving personalized advice)? Send your questions to podcast@equilibriumfp.com—we’ll keep your information completely anonymous! 📢 Don’t forget to like, subscribe, and share with friends who could benefit from smarter retirement planning tips!