Carey and Aaron answer this important question to make sure you are covered!

Carey and Aaron answer this important question to make sure you are covered!

Each week Carey Koele and Jack Godfrey feature a different topic, ranging from College Planning, Retirement, Estate Planning, and Specialized Advice for Women. The show also features guests from other professions including CPA’s, Attorneys and Social Security.  Join Jack and Carey each Saturday morning at 10:10 am on 99.7 and 1450 WHTC.  Contact Jack and Carey at Koele Godfrey Investment Group, 123 East Main, Zeeland at 616-931-1223 or toll free 866-512-7164.

WHTC Money Matters

How does the New Tax Bill Fit into my Roth Conversion Strategy?

For decades, retirement has been sold as this finish line.  You work hard, you save, and one day? You stop working and ride off into the sunset.  But these days, retirement Is an entire new life stage.  One that could last decades. Carey and Brent discuss the concept "8,000 Days of Retirement".  

For decades, retirement has been sold as this finish line.&nbsp; You work hard, you save, and one day? You stop working and ride off into the sunset.&nbsp; But these days, retirement Is an entire new life stage.&nbsp; One that could last decades. Carey and Brent discuss the concept "8,000 Days of Retirement".&nbsp;&nbsp;

8,000 Days of Retirement

At some point in life, everyone faces the loss of a spouse, parent, or close family member.  And when that happens, grief and finances collide at the exact same time.  

 

Carey and Aaron walk through what actually needs to happen financially after a loved one passes, particularly during the first few weeks. 

At some point in life, everyone faces the loss of a spouse, parent, or close family member.&nbsp; And when that happens, grief and finances collide at the exact same time.&nbsp;&nbsp;
&nbsp;
Carey and Aaron walk through what actually needs to happen financially after a loved one passes, particularly during the first few weeks.&nbsp;

What To Do Financially When A Loved One Passes Away

Do you have a Fun Money Formula?  Do you know what a Fun Money Formula is?  Brent and Aaron discuss how to Dream it, fund it, and live it!

Do you have a Fun Money Formula?&nbsp; Do you know what a Fun Money Formula is?&nbsp; Brent and Aaron discuss how to Dream it, fund it, and live it!

How does the New Tax Bill Fit into my Roth Conversion Strategy?

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