YOUR GREEN® Articles/Podcasts
Your Green® is the name of Roger's radio program which he hosted from 1998-2017, and it is also the name of the monthly column he has contributed for many years to the Gwinnett Citizen newspaper, his new podcast started in 2022, and at times to other publications. Here are a few articles and podcast episodes you may find helpful. Please feel free to share these with anyone you think might benefit from reading them.
- Delayed Gratification & Wealth
- Year-End Tax Planning
- Inflation and Your Retirement
- Growth Versus Saving for Retirement
- Protecting Those We Love
- Financial Words of Wisdom for Graduates
- Credit score: Why Does It Matter?
- A Harvesting Plan for Retirement Assets
- Financial Words of Wisdom from the Bible
- How Can I Afford College?
- What Women Need to Know About Retirement
- Making the Most of Your 401(k)
- Financial Basics For Everyone
- Charitable Giving - Leaving a Legacy and Helping Others
- Protect Your Income
- Senior Fraud - Prevention and Action
- Who Will Get My Money When I Die?
- You Can't Take It With You
- How Much Do Your Heirs Know About Your Estate?
- Turning 72? Don't forget Your RMDs!
- Understanding Long Term Care Insurance
- CARES Act - Financial Relief
- Coronavirus - Help with Financial Challenges - updated links
- The SECURE Act of 2019
- Inheriting an IRA? What You Need to Know
- Often Overlooked Retirement Questions
- Turning 65? Don't forget Medicare!
- What Do I Do - I'm 62???
- 401(k) Rollover
- Added Cost Basis Responsibilities for the Taxpayer
Podcast Episodes
- A Harvesting Plan for Retirement Assets
- Your Investment Life
- Your Green® Episode 1: The Basics of Financial Fitness
- Your Green® Episode 2: Inflation!
- Your Green® Episode 3: Wisdom for Graduates
- Your Green® Episode 4: Surviving Bear Markets
- Your Green® Episode 5: Women and Investing
- Your Green® Episode 6: Find Purpose in Your Retirement
- Your Green® Episode 7: Tax Planning for Your Future
- Your Green® Episode 8: Before Bad Things Happen: Guide to Insurance
- Your Green® Episode 9: Make Better Decisions: Guide to Behavioral Investing
Helpful Infographics
- A closer look at IRAs
- Self Employed Retirement and Tax Savings
- How to Afford College
- Credit/FICO Scoring Updates
- Georgia Student Scholarship Organization Tax Credit
- Power of Attorney (POA)
- The Rule of 72
- Social Security Misconceptions
- Buying a Home
- Senior Fraud Scam Tactics
- Identity Theft Protection
* All information herein has been prepared solely for informational purposes. This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets.