That Financial Guy

Ep #8 Case Study: Conversions oh my!! Roth, Term, and debt reduction.


Listen Later

Randy and Linda have a difficult situation. Age 66 and 70. $550,000 in retirement accounts. No emergency fund, 100k in debt, wants to buy a house in a few years, Term insurance is expiring.  He is crazy about roth conversions!! How do we handle this one?

Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
https://www.youtube.com/channel/UCbDA...

For more resources: 👉 https://wfa-nc.com/insights

📝 Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-ch...

To schedule a complimentary consultation with me: 👉...

...more
View all episodesView all episodes
Download on the App Store

That Financial GuyBy Keith Wilson