What’s more uncomfortable—talking about family finances or losing half your inheritance to taxes? In this episode, John Scallan tackles the largest wealth transfer in U.S. history, the truth about Social Security taxes, and why 2025 may be your golden window for Roth conversions. With practical advice on initiating tough family conversations and maximizing tax strategies, this episode is a must-listen for anyone planning retirement or expecting an inheritance. It’s not just about money—it’s about legacy and clarity.

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