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Retire With Integrity Podcast with Brian Bowen

Dec 1, 2022

Before we close out 2022, have you considered whether or not a Roth conversion is the right move for you? Brian talks a lot about Roth conversions on the show, and today gives examples of how it can pay off in the long-run. Then we talk about the reasons why people hold onto too much cash and how to invest it better.

Here’s what you’ll learn from today’s podcast:

  • Now might be the time to do a Roth conversion if you meet some of these criteria. (0:12)
  • What mistakes do people make with Roth conversions? (7:25)
  • When and why should you have cash on hand? (10:52)
  • What’s the best way to invest more efficiently? (15:13)
  • How can donor-advised funds work? (20:11)

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