Caitlin and I have been out on the Podcast circuit again, guesting on some popular podcasts that will be out soon. Until those episodes are released, I thought I would revisit some of the other podcast interviews we’ve done – the good, bad, and the ugly.

Here in our own household, the seasons are shifting. Since the pandemic, we have been in our “travel season”. We’ve explored pyramids in Egypt, safaried our way through southern Africa, watched Fallas sculptures burn in Spain, rode bullet trains in Japan, sailed to a glacier in Patagonia, and hiked up a volcano in New Zealand. But next year our oldest begins high school and our youngest begins middle school – and the season is beginning to shift.

Let's unpack one of the best tax-saving tools: the Roth IRA conversion. Most people don’t realize there are actually three distinct types of Roth conversions, each with their own rules, timelines, and tax consequences. So let’s demystify the Roth lingo and break down how these moves can seriously level up your tax game.