Don't believe the recent hype about the death of Roth Conversions.  The articles in the news are not giving you accurate information about the current bill before Congress. Brett and tax expert George Elias, CPA of Paragon Tax Services, breakdown the misinformation to reveal the Roth conversion is alive and well.

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This weeks podcasts kicks off with Clint Sorenson giving us "The Good, the Bad, and the Ugly" via the Market Wrap Up. Brett & Pat are joined by Bryan Nicolaysen to discuss the benefits of an inherited Roth IRA vs. the cash payout of Life Insurance; and how it may be better to leave a Roth IRA to your loved ones. 

If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how to keep Uncle Sam out of your retirement plan!

Sign up for the free Roth Conversion Webinar. go to RothWebinar.com

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Brett, Patcharles & Clint do a Market Wrap Up on topics including : Inflation, Bitcoin, and more! 

If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.

Sign up for a free Roth Conversion Webinar! go to RothWebinar.com

Please like, subscribe, and leave a review. We greatly appreciate it!

Brett & Patcharles talk with Clint in his new segment "the good, the bad, the ugly." Each week Clint Sorenson, CFA®, CMT®, will call in to do a weekly market recap highlighting a couple topics. Brett & Pat also talk a little presidential history and cover some eye opening facts about what could be in store for those collecting or about to collect social security.

If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.

Sign up for a free Roth Conversion Webinar! go to RothWebinar.com

Please like, subscribe, and leave a review. We greatly appreciate it!

Brett Interviews financial guru, Clint Sorenson, CFA®, CMT®, to discuss the need for updating baby boomer’s financial goals and to choose "process” over fear in retirement planning.

If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.

Sign up for a free Roth Conversion Webinar! go to RothWebinar.com

Please like, subscribe, and leave a review. We greatly appreciate it!

Brett & Patcharles talk about what a down market alarm clock is, and why it might be time to have one in place.

If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.

Sign up for a free Webinar! go to RothWebinar.com

Please like, subscribe, and leave a review. We greatly appreciate it!

Brett and Patcharles speak with Don Graves, Adjunct Professor, Retirement Income Planning at the American College of Financial Services and Business Development Manager at Mutual of Omaha. They discuss what a RELOC is and the hidden powers of it if you are heading into retirement.

If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.

This week Brett & Patcharles talk about having the confidence to ask your tax preparer questions, and challenge them to have educational conversations. Most people have had the same tax preparer for years, don't you think it would be a good idea to get a second opinion by having someone else take a look at your taxes? Is there something you could be doing to help you save more money in retirement? 

If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.

Brett & Patcharles are joined by special guest Stephen Way of Paragon Tax Planners. Stephen talks about what his company does to educate people across the U.S. & how they're working with Retirement Architecture to help save baby boomers retirements. They talk about why people need to educate themselves about taxes, why they should take a deeper dive into their tax situation, and the importance of establishing a safe bucket money.

If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.

Brett is joined by Bryan & Josh this week and they discuss how much of your 401(k) you really get to keep. They also discuss how much of that 401(k) goes back to Uncle Sam in the form of taxation.

If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.