Your Money Matters-Roth Conversions-October 18, 2025

Christy Smith is the founder and CEO of Presley Wealth Management. She helps clients plan for retirement, specializing in retirement income strategies, asset preservation, tax planning, and legacy planning. Christy guides individuals and families to achieve financial confidence and stability throughout retirement. Join Christy Smith and Matt Kennedy of Presley Wealth Management as they talk retirement in Louisiana on the weekly retirement program, "Your Money Matters." Insurance products are offered by The Presley Group. Presley Wealth Management, LLC is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by The Presley Group are not subject to Investment Adviser requirements. AEWM and The Presley Group are not affiliated companies. Your Money Matters with Presley Wealth Management is a paid placement.  4952953-11/25.

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Christy Smith is the founder and CEO of Presley Wealth Management. She helps clients plan for retirement, specializing in retirement income strategies, asset preservation, tax planning, and legacy planning. Christy guides individuals and families to achieve financial confidence and stability throughout retirement. Join Christy Smith and Matt Kennedy of Presley Wealth Management as they talk retirement in Louisiana on the weekly retirement program, "Your Money Matters."Insurance products are offered by The Presley Group. Presley Wealth Management, LLC is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by The Presley Group are not subject to Investment Adviser requirements. AEWM and The Presley Group are not affiliated companies. Your Money Matters with Presley Wealth Management is a paid placement. 4952953-11/25.

Christy Smith is the founder and CEO of Presley Wealth Management. She helps clients plan for retirement, specializing in retirement income strategies, asset preservation, tax planning, and legacy planning. Christy guides individuals and families to achieve financial confidence and stability throughout retirement. Join Christy Smith and Matt Kennedy of Presley Wealth Management as they talk retirement in Louisiana on the weekly retirement program, "Your Money Matters." Insurance products are offered by The Presley Group. Presley Wealth Management, LLC is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by The Presley Group are not subject to Investment Adviser requirements. AEWM and The Presley Group are not affiliated companies. Your Money Matters with Presley Wealth Management is a paid placement.&nbsp; 4952953-11/25.

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Your Money Matters-Roth Conversions-October 18, 2025

Your Money Matters-Roth Conversions-October 18, 2025