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Confidently Funded Podcast
Planning a summer vacation? You don’t have to choose between making memories and staying on budget.
Amber and Kerry share practical strategies for enjoying your vacation without bringing home unwanted debt. From creating a realistic travel budget and building a vacation fund to avoiding common spending traps and making the most of points and rewards, they offer tips to help you travel with confidence.
To Convert or Not to Convert
Roth conversion, Roth IRA strategy, retirement tax planning—should you convert your IRA or not? In this episode of Confidently Funded, we break down everything you need to know about Roth conversions, including when they make sense, when they don’t, and how they can impact your long-term financial plan.
Brewing a Simple Wealth Plan from Your Morning Coffee
What if your finances felt as satisfying as that first perfect sip of coffee? In this episode of Confidently Funded, hosts Kerry and Amber—your neighbors in finance here in Eastern Iowa—use a coffeehouse analogy to break down the basics of building a smart, simple wealth plan.
Weekly Market Commentary
Market Commentary | July 20th, 2026
The week’s most closely watched economic release came on Tuesday with the June Consumer Price Index (CPI).
Market Commentary | July 16th, 2026
The week of July 6, 2026, was marked by several U.S. economic releases that pointed to continued economic resilience, while also showing pockets of moderation across services activity, housing, and energy inventories.
Market Commentary | July 6th, 2026
Last week’s economic releases reinforced a familiar theme: growth continues, but momentum is becoming increasingly mixed beneath the surface. Labor market indicators remained relatively resilient, manufacturing activity stayed in expansion, and consumer sentiment showed signs of stabilization despite lingering caution.