The buckets of money allow you to feel confident taking distributions from the portfolio while living on the income and dividends the portfolio generates.

In this episode JT Cox and David Rath discuss different savings strategies and some guidelines people can use to determine how much to save into Retirement Plans.

In this episode, you will hear JT Cox and David Rath discuss Roth 401(k) contribution options. We compare Roth vs. Pre-tax contributions so our listeners can gain a better understanding of each and decide which may be more suitable for them.

In this inaugural episode, you will hear JT Cox and David Rath: Review the history of Continuum Wealth Advisors. Talk about the role of each member of the firm. Discuss the types of clients we help...and much more!