Episode 107
Navigating Roth Conversions: the Good, the Bad and the Ugly
On this week’s episode, we’re getting into the good, the bad and the ugly of Roth conversions. We also have a special guest interview with a U.S. Navy F/A-18 fighter pilot turned wealth manager to discuss how you can navigate turbulence on the way to your personal financial destination.
Rethink Your Money · John Hagensen, Jesse Reed, Creative Planning
August 26, 202448m 12s
Show Notes
On this week’s episode, we’re getting into the good, the bad and the ugly of Roth conversions. We also have a special guest interview with a U.S. Navy F/A-18 fighter pilot turned wealth manager to discuss how you can navigate turbulence on the way to your personal financial destination.
Topics
john hagensendiversificationstockssocial securitywealthcreative planningtax planningelectioninflation401kfinancial wisdomfinancefinancialaviationstock marketmoneyestate planninghousing marketretirementtaxestax strategyroth conversionsfinancial planinvestingeducationinvestments