Nate & Clint discuss Roth strategies and how they have helped some (but not all) clients. Believe it or not, there is more to the Roth discussion than simply opening a Roth IRA!

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Annuities

In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the intersection of financial planning, investing, and everyday life.

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