In this episode, Sam Kirkendohl highlights the importance of financial literacy, especially during Financial Literacy Month.

Drawing from his work with the Society for Financial Awareness, Sam breaks down:

• The difference between Traditional vs. Roth IRAs
• Why Roth IRAs offer tax-free income advantages
• How Roth conversions can help manage future taxes
• Key strategies to prepare for potential 2026 tax changes and Medicare impacts

This episode is designed to help you make smarter, more tax-efficient decisions for your retirement.

🎥 Missed the recent webinar? Watch the rebroadcast here: https://attendee.gotowebinar.com/recording/2170623324599557296

Book | https://links.sbocmo.com/widget/bookings/30minconsultationwithsam
Call | 803-508-8701
Visit | www.triplecrownestateandwealth.com

In this episode, Sam breaks down why estate planning is essential, especially when it comes to avoiding probate. He explains how probate, a government-controlled process, can be costly, time-consuming, and public, often taking six months to over a year while exposing your estate to potential risks like scams.

Sam covers how you can bypass probate, protect your privacy, and ensure your assets are distributed according to your wishes. 

Don’t miss the upcoming webinar, Tax Planning and Tips for a Successful a Retirement, on March 31st, and be sure to subscribe for more insights on smart financial planning.

Register today: https://attendee.gotowebinar.com/register/1616679470461631327?source=bz

Book | https://links.sbocmo.com/widget/bookings/30minconsultationwithsam
Call | 803-508-8701
Visit | www.triplecrownestateandwealth.com

Welcome to my new channel dedicated to Financial Education and Wellness in the Workplace. As a Society For Financial Awareness (SOFA) Guest Speaker, we will cover topics ranging from Tax and Retirement Planning to Stress in The Workplace.

Make sure to subscribe so you never miss an episode and register below for our upcoming SOFA Sponsored event Estate Planning Made Easy on Thursday Feb. 19th Noon EST.

https://attendee.gotowebinar.com/register/8865307732115165532?source=FB

Book | https://links.sbocmo.com/widget/bookings/30minconsultationwithsam
Call | 803-508-8701
Visit | www.triplecrownestateandwealth.com