Ep #8 Case Study: Conversions oh my!! Roth, Term, and debt reduction.

from That Financial Guy · host Keith and Jack Wilson

Randy and Linda have a difficult situation. Age 66 and 70. $550,000 in retirement accounts. No emergency fund, 100k in debt, wants to buy a house in a few years, Term insurance is expiring. He is crazy about roth conversions!! How do we handle this one?Helping you to be wise with your money!To see more videos discussing personal finance Subscribe:https://www.youtube.com/channel/UCbDA...For more resources: 👉 https://wfa-nc.com/insights 📝 Get your Free Retirement Plan checkuphttps://wfa-nc.com/retirement-plan-ch...To schedule a complimentary consultation with me: 👉...

What this episode covers

Randy and Linda have a difficult situation. Age 66 and 70. $550,000 in retirement accounts. No emergency fund, 100k in debt, wants to buy a house in a few years, Term insurance is expiring. He is crazy about roth conversions!! How do we handle this one? Helping you to be wise with your money! To see more videos discussing personal finance Subscribe: https://www.youtube.com/channel/UCbDA... For more resources: 👉 https://wfa-nc.com/insights 📝 Get your Free Retirement Plan c...

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Ep #8 Case Study: Conversions oh my!! Roth, Term, and debt reduction.

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This episode is 23 minutes long.

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This episode was published on July 19, 2023.

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