FIN-LYT by EWA®

The Mega Backdoor Roth Strategy Explained


Listen Later

In this episode of FIN-LYT by EWA, Matt Blocki and Jamison Smith dive into a financial strategy that often flies under the radar but has the potential to supercharge your retirement savings: the Mega Backdoor Roth.

Many individuals may be familiar with traditional retirement

savings options, but the Mega Backdoor Roth 401k is a less well-known yet incredibly powerful tool that can help build your retirement nest egg more rapidly. Matt and Jamison will break down the intricate details of this strategy, explaining how it works and why it's a game-changer for many clients. It's a financial maneuver that can make a substantial difference in your retirement portfolio. 

Tune in to learn the ins and outs of the Mega Backdoor Roth,

uncover its benefits, and discover how you can leverage it to secure a more financially secure retirement.


Connect with EWA ⁠ https://ewa-llc.com/⁠Follow Us on Social Media https://www.instagram.com/ewa.llc/ ⁠https://www.linkedin.com/company/equilibrium-wealth-advisors/⁠ ⁠ https://www.facebook.com/EquilibriumWealthAdvisors/⁠ View EWA Disclosures and Firm ADV: https://adviserinfo.sec.gov/firm/summary/308977

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

FIN-LYT by EWA®By EWA LLC

  • 5
  • 5
  • 5
  • 5
  • 5

5

51 ratings


More shows like FIN-LYT by EWA®

View all
Freakonomics Radio by Freakonomics Radio + Stitcher

Freakonomics Radio

32,304 Listeners

The Ramsey Show by Ramsey Network

The Ramsey Show

39,224 Listeners

Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,260 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

808 Listeners

Ramsey Everyday Millionaires by Ramsey Network

Ramsey Everyday Millionaires

3,692 Listeners

ChooseFI by ChooseFI

ChooseFI

5,165 Listeners

White Coat Investor Podcast by Dr. Jim Dahle of the White Coat Investor

White Coat Investor Podcast

2,458 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,093 Listeners

The Peter Attia Drive by Peter Attia, MD

The Peter Attia Drive

8,704 Listeners

Sound Investing by Paul Merriman

Sound Investing

345 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

829 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

47 Listeners

Real Estate the Ramsey Way by Ramsey Network

Real Estate the Ramsey Way

196 Listeners

Moneywise by Hampton

Moneywise

650 Listeners

Prof G Markets by Vox Media Podcast Network

Prof G Markets

1,473 Listeners