by lportee53 | Jul 21, 2026 | 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...
by lportee53 | May 1, 2026 | Podcast
To Convert or Not to Convert- is a ROTH IRA conversion right for you? 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...
by lportee53 | Mar 9, 2026 | Podcast
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...
