financial education

Tax Free Roth Conversion with Fred Gratz

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In this episode of the Thought & Action podcast, we’ll discuss a tax free Roth conversion strategy. More specifically, we’ll discuss converting your traditional, taxable IRA account into a tax-free Roth IRA account as an oil and gas investment, and if that decision is appropriate for you. We’re joined by Fred Gratz, East Coast director …

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Virtual Philanthropy with Christine England

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Welcome to the Thought and Action podcast with Erik Flegal. Today we’re joined by Christine England to discuss virtual philanthropy. Christine runs Lowcountry Eat Out! (LEO), a Facebook group out to save restaurants. During the pandemic, LEO compiled information on who was doing takeout and delivery, anybody that had new menus, and who changed their …

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