The CARES Act

Congress recently passed the CARES Act to try and help alleviate some of the financial impacts that the Coronavirus has had on the country. Barbara and Phil will run down the main points of this bill and discuss their overall thoughts of this new piece of legislation. We will also answer a few mailbag questions in the second half of the show. […]

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Coronavirus Update & Financial Dictionary

The Coronavirus and other economic forces have caused the stock market to crater and experience some wild ups and downs the past few weeks. It has a lot of investors feeling emotional and worried about their retirement plans. Barbara and Phil will give their opinions on the down market and the advice they are currently giving their clients. We will also break down what a backdoor Roth IRA is and discuss the differences between active and passive management styles. […]

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