High earners often assume Roth IRA contributions are off the table, but a backdoor Roth strategy can reopen that door in a meaningful way. Senior Wealth Advisor Mike Nesheim shares the story of how one couple created long-term tax flexibility through annual Roth conversions. (podcast)

Fall is the perfect time to review your financial plan and uncover year-end tax opportunities. In our latest podcast, we highlight strategies like Roth conversions, tax-loss harvesting, and charitable giving.

What got you to retirement isn’t necessarily what’s going to get you through retirement optimally. That’s where personalized planning comes in — not just managing risk, but building a strategy that supports how you actually want to live. (Podcast)

Quite often, one spouse handles the finances in the household. In this episode, we discuss how a collaborative financial plan can provide clarity, confidence, and security for both partners—before life’s unexpected moments happen.

Mortgages are a critical piece of an individual’s overall financial strategy. In this podcast, Mike Nesheim hosts mortgage consultant Tyler Wiltse to discuss interest rate trends, refinancing, and more.

Mike Nesheim explores current gift tax limits and related financial planning topics. Discover ways to maximize your wealth transfer potential while optimizing for tax liabilities.

If you’re considering buying a new car within the next few years, this podcast is for you. For many clients, a new car purchase is a significant financial decision. Senior wealth advisor Mike Nesheim, CFP®, talks through several aspects of car buying.

Are annuities a boon or a bane for your portfolio? When is it wise to hold onto an annuity, and when might it be time to let go? Vector’s Mike Nesheim discusses annuities. (podcast)