A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
A/B Conversations: CFP® Your Way Out Of It is a podcast where Certified Financial Planners™ break down everyday money questions, offering expert insights on financial planning, investing, retirement, and wealth-building strategies. Get the CFP® perspective on what truly matters in securing your financial future.
FAQ – What You’ll Get From This Podcast:
- What is financial planning, and why does it matter?
- How can I build wealth and secure my retirement?
- What are the biggest money mistakes to avoid?
- How do CFP® professionals think about investing and financial psychology?
- What strategies can help me navigate market ups and downs?
A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
Ep # 76: Making Lemonade - Time For A Roth Conversion?
Those that have accumulated wealth may want to limit their taxes and keep what they have, if not for themselves, but for their heirs. The stock and bond market has given us a lot of lemons to work with this year. If one of your goals is to limit your taxes over time, now may be the perfect time to do a Roth conversion with the market being down. Ben and Adam discuss Roth conversions and how or why they may fit into your long-term financial plan.
Tracking # T004062
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Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.