
Sign up to save your podcasts
Or
In this episode, we answer questions regarding Roth withdrawals, Roth conversions, and how to choose a fiduciary advisor--including a crucial discussion on what questions to ask and what could cause a lack of consensus among planners when comparing.🎙️ Have a financial scenario you’d like us to discuss (without giving personalized advice)? Send your questions to [email protected]—we’ll keep your information completely anonymous!📢 Don’t forget to like, subscribe, and share with friends who could benefit from smarter retirement planning tips!
In this episode, we answer questions regarding Roth withdrawals, Roth conversions, and how to choose a fiduciary advisor--including a crucial discussion on what questions to ask and what could cause a lack of consensus among planners when comparing.🎙️ Have a financial scenario you’d like us to discuss (without giving personalized advice)? Send your questions to [email protected]—we’ll keep your information completely anonymous!📢 Don’t forget to like, subscribe, and share with friends who could benefit from smarter retirement planning tips!