A question I hear a lot is, should I do a Roth conversion? As you might guess, the answer depends on your circumstances. But let's talk about some reasons when it might make sense and some reasons when it might not.

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Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA,

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On this week's show we're going to go over a lot of retirement readiness that you need to know about. We will go over the importance of creating a roadmap that will get you not only to retirement, but all the way through retirement. We will discuss 5 steps that need to be included in your planning process.

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On today's show we've got a very special guest, Kim Allen, fellow advisor and we're going to talk about all the latest financial news. How confusing the information is and most importantly how to create financial certainty in an uncertain world. So stay tuned, we're going to have a great show.

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On this edition of Protecting Your Assets. We're going to talk about how you can find a financial advisor and not just anyone, but the right one. We will discuss the steps you need to go through to make sure you're doing that right.

If you have any questions about your retirement situation

call Wilsave Financial 833-945-7283 or click here to visit our website.

Retirement, Planning, Saving, 401K, IRA, TSP, Healthcare,

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On this edition of "Protecting Your Assets" we talk good news and bad news for retirees. How do you handle uncertainty in retirement? Client Circle Guest Bruce will inspire you to get off the couch and get moving in retirement.

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Planning, Retiring, Saving, 401K, IRA, TSP, 403B, Taxes

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Baby Boomers are retiring at 10,000 per day on average and this will impact those already in retirement. On this week’s show we dig into those areas that could change for you. 5 years away from retirement where should your focus be? We have a few keys to dial in on. Retirement “curve” balls that you are not expecting, but you need to be aware of them. 

If you have questions about your own retirement call Wilsave Financial 833-945-7283

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Retirement, Retire, Plan, Planning, Save, Saving, 401K, Roth, Taxes

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On this week's show we jump on the 4% Rule and does it still hold water? So many things will impact you as you move through retirement and your withdrawal rate from you accounts will need to make your money last. We will discuss how to do that very thing.

If you have questions about your own retirement call Wilsave Financial 833-945-7283 or click here to visit our website.

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Retirement, Retire, Plan, Planning, Save, Saving, 401K, Roth, Taxes

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On this week's show Steve Shyman welcomes special guest Bron Urbanick VP American Equity. The discussion will be around understanding the challenges facing retirement and planning for those challenges. 

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On this week’s show we discuss possible surprises that if you’re not ready for them can wreck your retirement goals. Is your 401K doing all it can for you? We will dive in. We go into real numbers and what they mean, CPI, inflation, all coming up on today’s show.

If you have any questions regarding your retirement contact Wilsave Financial

833-945-7283 or click here to visit our website.

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On this week’s show we discuss the current state of the economy and what it could mean for retirement. What are we most afraid of as we head toward retirement? Great question and we will discuss some answers. Every retirement journey will encounter rough patches so it’s important to recognize them and maneuver. 

If you have any questions contact Wilsave Financial 833-945-7283

or click here to visit our website.

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