Roth Conversion Window

Is your retirement ready to weather the storm—or just patched up with duct tape and hope? Rising costs, longer lifespans, and unexpected pitfalls threaten to stretch your nest egg far thinner than you planned. Andrew McNair and Kelli Dame tackle the hard truths about modern retirement: why old rules-of-thumb are outdated, how guaranteed income fills the gaps, and the hidden dangers of inflation, taxes, and rocky markets. Learn why a written financial plan, not just a portfolio, is essential—and how a ‘Sleep Study’ could reveal if your money will last. Will you enjoy your long “vacation,” or gamble on running out before the end? Discover why real income strategies, Roth conversions, and a diversified approach are now more urgent than ever.The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on.https://swan-capital.com/attend-an-event/