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Are you risking your retirement by flying blind with your investments? Join Steve Hoyl and Derek Caldwell as they reveal the hidden pitfalls of DIY retirement planning, from Roth conversion tax traps to forgotten 401(k)s. Discover why transparency, active management, and knowing your risk are essential for protecting your life savings. Whether you’re in the retirement red zone or just starting out, this episode uncovers the strategies—and mistakes—that can make or break your financial future.
Get Your Complimentary Retirement Analysis
Social Media: Facebook | X
See omnystudio.com/listener for privacy information.
By Steve Hoyl5
22 ratings
Are you risking your retirement by flying blind with your investments? Join Steve Hoyl and Derek Caldwell as they reveal the hidden pitfalls of DIY retirement planning, from Roth conversion tax traps to forgotten 401(k)s. Discover why transparency, active management, and knowing your risk are essential for protecting your life savings. Whether you’re in the retirement red zone or just starting out, this episode uncovers the strategies—and mistakes—that can make or break your financial future.
Get Your Complimentary Retirement Analysis
Social Media: Facebook | X
See omnystudio.com/listener for privacy information.