Episode 193: Wish Upon a Roth

from Our 2 Cents · host Our2centspodcast

Welcome back to Our 2 Cents with Steve and Gabriel Lewit! On today's episode, the hosts share the most recent updates on the Fed, market trends, and key post-election takeaways. Then, they dive into some more top-of-mind financial wishes and review the current landscape of Roth conversions. Listen in now using a link below!Gabriel's 'Quick Hits':Explore the potential market impact of the recent Fed rate cut and what key insights to keep in mind as Trump takes office.More of Our Financial Advisors' Wishes:We're adding more wishes to the financial pros' wishlist with some fresh perspectives and strategies for listeners.It's Roth Conversions Season!:Discover if a Roth conversion is still a smart move for your portfolio as we evaluate the trajectory of tax rates.

Episode metadata supplied by the publisher feed · Published Nov 15, 2024

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Episode 193: Wish Upon a Roth

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