Fiduciary vs. Broker: What’s the Difference?
Financial advisors and brokers can operate under different regulatory standards, compensation structures, and service models. Greg Welborn explains what investors should understand about fiduciary adv...
9 Okt 17min
When Is the Best Time to Do a Roth Conversion?
When is the right time to do a Roth conversion?It’s a question that comes up frequently, but the answer isn’t as simple as waiting for a particular tax rate or assuming that a Roth is always better th...
7 Okt 6min
What Is High Net Worth Financial Planning?
High net worth financial planning involves more than simply managing a larger investment portfolio.As assets grow and financial situations become more complex, decisions involving investments, taxes, ...
6 Okt 20min
How Trusts Can Help Reduce Estate Taxes
Having a trust does not automatically mean your estate will avoid estate taxes.In this episode, Greg Welborn of First Financial Consulting explains how trusts work, why revocable living trusts and irr...
2 Okt 24min
The Investment Mistake of Putting Too Much in One Place
One of the most common investment mistakes isn’t necessarily choosing the wrong investment—it’s putting too much money into a single one.In this episode, Greg Welborn of First Financial Consulting dis...
1 Okt 15min
Mega Backdoor Roth: How It Works for High-Income Earners
For high-income earners looking for additional ways to build tax-advantaged retirement assets, a Mega Backdoor Roth may be worth exploring.In this episode, Greg Welborn of First Financial Consulting e...
30 Sep 3min
High Net Worth Retirement Planning: 4 Key Areas to Consider
High net worth retirement planning often involves more than simply determining how much you need to save or how much income your portfolio can generate.In this episode, Greg Welborn of First Financial...
29 Sep 3min
How to Retire at 50: 7 Steps to Plan for Early Retirement
Can you really retire at 50?For many people, early retirement can feel out of reach. But retiring earlier than the traditional retirement age starts with understanding what you want retirement to look...
29 Sep 4min
