Blog & Podcast

Find out what’s been on our mind


Our subject matter ranges from perspectives on financial markets and economic trends to upcoming strategic shifts within our managed portfolios. You will find all this and other periodic musings on this page, where we strive to deliver valuable insight that can be enjoyed by all readers, regardless of their level of financial sophistication.

Our podcast, The IRA Brothers, is produced by IMG Wealth Management advisors, Nick and Nathan Edwards. Each brief, to the point, episode is educational in nature and delivered with a light-hearted flavor that makes learning fun.

Newsletter & Articles

October 24, 2018

Retirement Income Strategies (Part 1)- Systematic Withdrawals

In this series, we will explore some of the most common strategies for retirement income generation.  This is by no means a “how-to” guide, but, rather, […]
October 23, 2018
Person in robot costume representing robo-advisor

What is a Robo Advisor?

In the simplest context, a robo advisor is a way for financial institutions to cut costs by removing the personal element from their side of the […]
October 18, 2018
Calm seas representing conservative investing

Is it Okay to be a Conservative Investor?

The investing public has been conditioned to believe that there exists a general rule of thumb indicating those who are younger, more savvy, or fans of […]
October 20, 2017
Bull's eye target carved and painted onto tree. Meant to represent an objective or target.

Objectives-based Investing for Beginners

October 16, 2017

Florida Prepaid Open Enrollment

The time is here. Open enrollment for Florida’s Prepaid 529 College Savings Plan has begun! When is Open Enrollment for the Florida Prepaid 529 College Savings […]
October 12, 2017
Orange autumn trees seen from the forest floor against a blue sky.

401k: After-tax vs. Designated Roth Account

Some confusion remains about the difference between after-tax contributions to a 401k plan and contributions made to a Designated Roth Account within a 401k plan. Our […]

The IRA Brothers Podcast

Please enjoy the most recent episode of The IRA Brothers podcast.

Follow the link below to listen to previous episodes of The IRA Brothers.


Podcast Archive