Our 2 Cents

Episode 193: Wish Upon a Roth


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Welcome back to Our 2 Cents with Steve and Gabriel Lewit! On today's episode, the hosts share the most recent updates on the Fed, market trends, and key post-election takeaways. Then, they dive into some more top-of-mind financial wishes and review the current landscape of Roth conversions. Listen in now using a link below!

  1. Gabriel's 'Quick Hits':
    • Explore the potential market impact of the recent Fed rate cut and what key insights to keep in mind as Trump takes office.

  2. More of Our Financial Advisors' Wishes:
    • We're adding more wishes to the financial pros' wishlist with some fresh perspectives and strategies for listeners.

  3. It's Roth Conversions Season!:
    • Discover if a Roth conversion is still a smart move for your portfolio as we evaluate the trajectory of tax rates.
...more
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