Wealthy Habits Podcast

Ep 137: Mailbag: Roth Conversions, Advisors and Rentals


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It's time for another mailbag episode! We have an exciting lineup of topics to discuss today. Listen in as we tackle some current questions from our listeners, and you'll likely gain some invaluable insights to help you make informed financial decisions.

This episode could be very helpful if you're looking to improve your financial situation and prepare for retirement. We will discuss when to convert an IRA to a Roth, how to know if a financial advisor is trustworthy, and even how to pay for a rental property. You don't want to miss this one!

On today's show, here's some of what you'll learn:

  • Should I convert my IRA to a Roth? (6:44)
  • How do you know if a financial advisor is trustworthy? (14:15)
  • How should I pay for a rental property? (17:38)

Contact Dave and Drue:

Web: https://www.truefinancialpartners.com/

Email: [email protected]

Phone: 877-359-8783

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Wealthy Habits PodcastBy Dave Elizondo

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