Golden Years: A Roadmap to Navigate Retirement

The Roth Conversion Myth: What Most Advisors Won’t Tell You


Listen Later

Are you risking your retirement by following outdated financial advice? Discover how strategic Roth conversions, portfolio analysis, and alternative investments can help you navigate today’s changing tax landscape and secure a tax-efficient future. Host Mark Cordner breaks down the myths, reveals the impact of new legislation, and explains why timing and risk matter more than ever. Learn how to build a customized roadmap for your golden years—without gambling your future away.

Are You Ready to Embrace Your Golden Years?

Schedule an Appointment

Check out our Newsletter! 

Social Media: Facebook  LinkedIn  YouTube

See omnystudio.com/listener for privacy information.

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

Golden Years: A Roadmap to Navigate RetirementBy Mark Cordner