))
The Hidden Costs of DIY Roth Conversions
Manage episode 510494010 series 3561765
Content provided by Impact Partnership and Steve Anzuoni. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Steve Anzuoni or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Ever wondered if that “slam dunk” retirement strategy is really right for you? In this episode, Steve Anzuoni breaks down the complexities of Roth conversions, challenge the latest portfolio trends, and share real-life stories of retirement wins and pitfalls. Discover why personalized advice—and not DIY shortcuts—can make all the difference in your financial future.
SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!
Get a Copy of Steve's Book - Tee Up Your Retirement!
Social Media: Facebook I LinkedIn I Instagram I YouTube
See omnystudio.com/listener for privacy information.
210 episodes
Share
