PODCAST

The 'What's Next?' Retirement Podcast

Craig Wear, CFP®

Welcome to another edition of The “What’s Next?” Retirement Podcast with Craig Wear. Life is full of transitions that have a financial impact now and in your future. When finances are affected, there are always questions to ask and choices to make. As an independent Certified Financial Planner for well over thirty years, Craig has helped Americans make decisions that give them their best financial futures. The experiences with so many clients has given him a unique perspective to help with “What’s Next?” for you - as you navigate the unknowns of your own life.

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Four Reasons NOT to do Roth Conversions
Jun 8 2022
Four Reasons NOT to do Roth Conversions
Click here to schedule your FREE consult with our awesome team of CFP®sDownload your copy of Paying the Piper here! Episode: Four Reasons NOT to do Roth ConversionsTune in as we discuss:Mid 70sUnder 59Modest IRA balances Amount in annuities Bonus: Three false factorsThanks for listening!
Four Reasons NOT to do Roth Conversions
Jun 8 2022
Four Reasons NOT to do Roth Conversions
Click here to schedule your FREE consult with our awesome team of CFP®sDownload your copy of Paying the Piper here! Episode: Four Reasons NOT to do Roth ConversionsTune in as we discuss:Mid 70sUnder 59Modest IRA balances Amount in annuities Bonus: Three false factorsThanks for listening!
A Day Late and A Dollar Short in Roth Conversions?
May 20 2022
A Day Late and A Dollar Short in Roth Conversions?
Click here to schedule your FREE consult with our awesome team of CFP®s.Episode: A day late and a dollar short in Roth ConversionsTune in as we discuss:Benefits of Roth ConversionsMisconceptions about Roth ConversionsOptimal OutcomesThanks for listening!