• Is Your Retirement Planning Chef the Right One for You? | How Our Roadmap for Retirement Helps with More Than Finances | Is this the Golden Age of IRA-to-Roth Conversions? | Is the Stock Market for Suckers?

  • Mar 1 2025
  • Length: 59 mins
  • Podcast

Is Your Retirement Planning Chef the Right One for You? | How Our Roadmap for Retirement Helps with More Than Finances | Is this the Golden Age of IRA-to-Roth Conversions? | Is the Stock Market for Suckers?

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  • Summary

  • On this episode of Expedition Retirement:

    • There are a lot of levels of chefs. There are a lot of levels of retirement planning. Do you have the right chef?
    • Many people have a hard time making the emotional adjustment to retirement. How can our Roadmap for Retirement help?
    • If the Trump Tax Cuts aren’t renewed, the window for lower taxes and conversions may be closing.
    • Mark Cuban says: "The stock market is for suckers."

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