The Holistic Retirement Podcast

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Roth Conversion Conversation

Taxes are a big focal point for retirees and this will likely continue into the future. So can a Roth be a good choice for you? Can a conversion be a useful tool for you? This week we discuss the conversion conversation.

Show Notes:

Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3

Website: http://carolinaretirementresources.com/

Phone: 800-646-5996

Emotions and Investing

Emotions are prevalent in our everyday lives, so it is not surprising that some people will invest their money emotionally. Richard will discuss why we should try to avoid emotional investing and the importance of keeping the course of a plan.

Show Notes:

Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3

Website: http://carolinaretirementresources.com/

Phone: 800-646-5996

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