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Stay Wealthy Retirement Show

Mar 23, 2022

Today I’m kicking off a 2-part series on Roth conversions.

Specifically, here in part one, I’m breaking down:

  • What a Roth conversion is
  • How a Roth conversion works
  • Why Roth conversions are so popular

If you’re ready to master the basics of Roth conversions, today’s episode is for you.

Need tax and retirement...

Mar 15, 2022

Today I'm addressing inflation (again), war, and the risk of a recession.

Specifically, I'm sharing:

  • An update on the recent inflation report
  • Why my previous inflation comments were wrong
  • The probability of a recession + what retirement savers should be doing

If like most investors, you’re nervous about the...

Mar 1, 2022

Today I’m talking about Roth conversions.

But instead of talking about why they’re so great...

...I'm sharing 5 reasons why you might NOT do them.

To help, Steven Jarvis, CPA, joins me. Together, we share a handful of often-overlooked reasons that might make you pause.

If you’re ready to learn why you might pass...