This time, Cory and Dan break down the age old question, to Roth or not to Roth. We cover the basics, benefits, contribution limits, conversion strategies, tax advantages, and how they fit into your overall retirement planning. Whether you're considering opening a Roth, converting a traditional IRA, or optimizing for tax-free growth, we simplify the details with practical insights to help you make informed decisions for long-term wealth building.

In this episode of Simply Wealth, we tackle the intersection of marriage and money with honesty, humor, and real-world insights. Drawing from our own personal experiences—as newlyweds, long-term partners, and financial advisors—we explore how couples can build a strong financial foundation together.

We kick off our first ever podcast with a topic that is brought up often - emotional investing. In other words, how to manage your emotions when investing for the future. Follow along as your host, Cory Cook goes through a few scenarios and what to avoid.