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Author: Jonathan Harrison, CFP®

How to make yourself recession-proof  August 16, 2022 by Jonathan Harrison, CFP®

Are we in a recession? It turns out this question is so controversial that Wikipedia recently had to turn off edits to its “Recession” page. People were getting into arguments arou…

5 reasons to consider a Roth conversion  June 20, 2022 by Jonathan Harrison, CFP®

In March, Matt wrote about 10 smart financial moves to make during uncertain times. One of those savvy strategies? Consider a Roth conversion. Why? In several circumstances, Roth IRA conversions can …

Would a recession right now be that bad?  May 5, 2022 by Jonathan Harrison, CFP®

I remember the first time I saw a forest intentionally set on fire. Forest fires were one of the scariest ideas to a child living deep in the woods of northern Michigan. Growing up, we had over 4…

Three habits to build financial contentment  April 22, 2022 by Jonathan Harrison, CFP®

At Sound Stewardship, we talk quite a bit about contentment. It’s one of our two goals for all of our clients, contentment and confidence, which underpin all our seven principles. As I’ve written…

5 ways to proactively face your retirement fears  April 18, 2022 by Jonathan Harrison, CFP®

A couple months ago, I ran into a friend at church who was back in town for a visit. He and his wife moved out east to be near family after retirement several years ago. I asked him how retirement wa…