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Confidently Funded Podcast

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.

Market Commentary | July 28th, 2025

Markets digested a mixed bag of economic data this week, with housing and sentiment indicators taking center stage. While some metrics pointed to resilience, others hinted at emerging cracks in consumer and business confidence.

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Market Commentary | July 21st, 2025

This past week offered a wealth of economic data, with inflation and consumer strength emerging as the dominant themes. Markets responded positively to signs of easing inflationary pressures and continued resilience in consumer demand, two key factors shaping the outlook for monetary policy and economic growth.

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