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A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
Episodes
Tuesday Oct 22, 2024
Tuesday Oct 22, 2024
An investor reaches out to a financial columnist because his advisor told him to ditch the Roth Conversion in retirement and just take his family on a cruise instead. Today, Paul examines both the advisor and the columnist’s advice and talks about why people in retirement can get enticed by the idea of tax-free money without considering their current marginal tax rate.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
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