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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 | December 29th, 2025
It was a shortened week due to the Christmas holiday, but several key economic reports were released that provided a snapshot of current conditions.
Market Commentary | December 22nd, 2025
Last week’s economic data offered a concentrated look at a U.S. economy in transition, with headline numbers masking deeper shifts beneath the surface.
Market Commentary | December 15th, 2025
Last week’s economic calendar painted a nuanced picture of the U.S. economy, reflecting a softening labor market, mixed consumer activity, and divergent signals from manufacturing and services sectors.