This has been a record year for Roth conversions. Should you be looking at it? | Suze Orman says $2 million in retirement savings is “Chump Change” | Four ideas for passing down money to your kids and grandkids | The moment your negative feelings about retirement turn positive
Fire Your Financial Advisor by Golden Reserve · Greg Aler
November 2, 202458m 48s
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Show Notes
On this week's show:
- If most of your money is in a 401(k), here’s a question you should be asking.
- Suze Orman is at it again, saying you haven’t saved enough. Is she right?
- Tax-smart ideas of how to pass money down to your family.
- Many of us are scared about the unknowns of retirement. How can you temper those fears?
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Topics
financial planningretirementfinancial advisortax strategiesRoth conversionretirement mythsinvestment adviceretirement planningestate planningretirement roadmaptax planninglong-term careretirement spendingfinancial securityretirement goalsretirement strategies