Today's primary objective is to provide insight into the current financial climate and offer potential solutions. We have a special guest who will share valuable insights.

Contact Ben Nelson:

646-849-6840
[email protected]
Investashcroft.com

Check out my website for access to my books.

Listen in to ‘three dudes’ talking about the inside story of doing Roth conversions. Craig, Derrick DeHays and Ted Irwin talk about the specialized field of Roth conversion advice. Learn about the fears that many people have around Roth conversion and how these guys help walk with them through the journey.

Check out my website for access to my books.

In this podcast, financial coach Craig Wear and fitness expert Chuck Kastor discuss their program on helping people achieve their fitness and financial goals. They discuss how people tend to yo-yo in their fitness progress and how their program can help them become more resilient and successful. They also emphasize the importance of accountability and taking action towards one's goals. They encourage listeners to check out their website to learn more about their program and how it can help them achieve their goals.

Visit Chuck's website here.

Watch the video version here.

Ben and Craig discuss the evolution of alternative investments, highlighting how improved access and transparency have made it easier for individuals to invest in private markets. They explain that investors can benefit from greater diversification and better returns by investing in alternatives, as compared to traditional stocks and bonds. The conversation also covers accredited investor requirements, Roth IRA conversions, due diligence questions investors should ask when evaluating deals, and the importance of educating oneself about investment opportunities.

To watch to full VIDEO of this podcast Click Here.

Here is access to my first book, Paying the Piper.

Here is a link to my most recent book, Roth Conversion Secrets.

Click here to schedule your FREE consult with our awesome team of CFP®s.

To watch to full VIDEO version of the podcast click HERE.

Check out the Roth Conversion Deliverable here!

Here is access to my first book, Paying the Piper.

Here is a link to my most recent book, Roth Conversion Secrets.

Click here to schedule your FREE consult with our awesome team of CFP®s.

Check out the Roth Conversion Deliverable here!

Here is access to my first book, Paying the Piper.

Here is a link to my most recent book, Roth Conversion Secrets.

Click here to schedule your FREE consult with our awesome team of CFP®s.

Tune in to learn more about the Secure Act 2.0!

Click here to schedule your FREE consult with our awesome team of CFP®s

Here is access to Craig’s first book, Paying the Piper.

Here is a link to Craig’s most recent book, Roth Conversion Secrets.

Tune in to learn 5 Reasons why Roth conversions are critical to your plans for retirement!

Click here to schedule your FREE consult with our awesome team of CFP®s

Here is access to Craig’s first book, Paying the Piper.

Here is a link to Craig’s most recent book, Roth Conversion Secrets.

Tune in to learn more about the Secure Act 2.0!

Click here to schedule your FREE consult with our awesome team of CFP®s

Here is access to Craig’s first book, Paying the Piper.

Here is a link to Craig’s most recent book, Roth Conversion Secrets.

Click here to schedule your FREE consult with our awesome team of CFP®s

Download your copy of Paying the Piper here!

Episode:  Interview with Jay Tompkins, CPA

Tune in as we discuss:

👉 Why most advisors and CPAs don't 'get' aggressive Roth conversion philosophy, and

👉 How your future RMDs impact your tax return in several ways, and

👉 Why RMDs grow to be so much over time.

Thanks for listening!