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Money Moves With MFG
Money Moves with MFG
Take control of your financial future and let's make some Money Moves with MFG!
This podcast is designed to simplify the world of investing, retirement planning, and wealth building. Whether you have a solid retirement plan or are just getting started, you’ll find actionable insights to help you make smarter investment decisions.
With a focus on education, experience, and integrity, we break down complex financial concepts into strategies you can use to achieve your goals. Tune in to learn how to retire with less stress, navigate the markets, and make confident financial moves.
Ready to make some money moves? Hit play and let’s get started!
Episodes
10 episodes
Behavioral Biases That Derail Your Retirement Plan
We’ve all been there—checking our accounts too often, panicking when the market drops, or chasing the “next big thing.” In this episode, we break down the psychology behind these emotional habits and reveals how understanding your behaviora...
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Inherited IRAs: What Every Heir Should Know
Inheriting an IRA isn’t just about receiving money — it’s about following the rules that come with it. In this episode, we break down how inherited IRA rules actually work, including the 10-year rule, spousal vs. non-spousal tr...
7 Costly Inheritance Mistakes to Avoid
Passing down wealth should be a gift — not a burden. Unfortunately, many families unknowingly make critical inheritance mistakes that can lead to unnecessary taxes, family conflict, and even lost assets. In this episode, we break down the 7 mos...
3 Ways to Calculate Your Life Insurance Number
In this episode of Money Moves with MFG, we make the “how much life insurance?” question easy. We break down the three most common methods to calculate your coverage—Income Replacement (multiples of income), DIME (Debt, Income, Mort...
New Tax Bill: What You Must Know
The One Big Beautiful Bill Act (OBBBA) just reshaped the tax landscape for 2025 — and whether you’re retired, nearing retirement, or a high-income earner, the changes could have a big impact on your wallet.In this episode of Money Mo...
When do Roth Conversions Break Even?
Thinking about doing a Roth conversion but not sure if it’s worth it?In this episode, we break down one of the most common — and most misunderstood — questions we get from clients: When do Roth conversions actually pay off? We’ll ...
Withdrawal Strategies: Roth, Traditional IRA & Brokerage Accounts
In this episode of Money Moves with MFG, we break down one of the most important—and often overlooked—parts of retirement planning: your withdrawal strategy. Should you start with your Traditional IRA? Tap into your Roth? Or dra...
Avoid These 401(k) Mistakes — Your Retirement Depends on It
In this episode of Money Moves with MFG, we're diving into the most common — and costly — mistakes people make with their 401(k)s. From not contributing at all, to missing out on free employer match money, to cashing out early or leavi...