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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 | August 10th, 2026
The week of August 3 was highlighted by a mixed set of economic releases that reinforced two key themes: business activity remained in expansion territory, while labor market indicators softened.
Market Commentary | August 3rd, 2026
This week’s economic data continued to offer conflicting signals on growth, inflation, and labor market conditions. While some reports pointed toward moderation, others suggested areas of resilience, leaving the broader economic picture difficult to characterize.
Market Commentary | July 27th, 2026
Economic data released during the week pointed to continued economic expansion, supported by a resilient labor market and improving business activity, though inflationary pressures and housing affordability challenges remained important areas of focus.