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In this episode, we dive into one of the most common—and misunderstood—strategies in retirement planning: Roth conversions.

While they’re often promoted as a one-size-fits-all tax solution, the truth is more complicated. From longevity risk and spending risk to RMD concerns and Medicare surcharges, many retirees discover that conversions may not benefit them during their lifetime at all.

We’ll uncover why timing, tax brackets, and liquidity matter more than conventional wisdom suggests, and how poor planning could end up helping the IRS more than your family.

If you’ve ever wondered whether a Roth conversion is right for you—or just a costly mistake—this episode breaks it down in plain terms.

Whether you’re nearing retirement or decades away, understanding the real trade-offs of Roth conversions can help you protect wealth and avoid costly financial missteps.

Schedule Your Personalized Retirement Tax Strategy Session Now!

Visit: http://www.fwppartners.com

Subscribe, like, and ring the bell for more expert insights on retirement, tax planning, and wealth building.

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Website: Family Wealth Planning Partners
Schedule a Call: https://www.fwppartners.com/contact
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In this episode, we dive into the truth about investor sentiment and why emotions often drive market behavior more than logic. From inflation fears to market corrections, we’ll show you why reacting to headlines and short-term noise can cost you big in the long run.

We’ll break down how the economy’s resilience, the role of corrections, and the impact of missing the market’s best days all prove one thing: patience pays. Instead of panicking, learn how to zoom out, stay invested, and build real long-term wealth.

If you’ve ever worried about timing the market, reacting to bad news, or questioning whether to stay invested—this episode will help you understand why doing less may actually grow your wealth more.

Schedule Your Personalized Wealth Strategy Session Now! Visit:

http://www.fwppartners.com

Subscribe, like, and ring the bell for more expert insights on retirement, investing, and wealth building.

CONNECT WITH US:

Website: Family Wealth Planning Partners
Schedule a Call: https://www.fwppartners.com/contact
Follow FWPP:
LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew
Facebook
Instagram

Send us a text

In this episode, we break down some of the most common mistakes people make when trying to “DIY” their financial planning. While the idea of saving money on advisor fees sounds appealing, the reality is that DIY missteps often cost far more in the long run. From being reactive instead of proactive, trusting the wrong “advisor,” or assuming debt-free means financially secure, these mistakes can derail your future.

We’ll explore why proactive planning matters, the hidden risks behind annuities, the dangers of not involving family in financial conversations, and why no one is “too small” to seek professional help. Even the smartest people can fall victim to scams—and DIY planning can leave you vulnerable.

If you’ve ever thought, “I don’t have enough to see a planner,” this episode is for you. True financial security isn’t about doing it all yourself—it’s about having the right guidance, strategy, and protection.

Schedule Your Personalized Strategy Session Now!

Visit: http://www.fwppartners.com

Subscribe, like, and hit the bell for more insights on retirement, investing, and wealth protection.

CONNECT WITH US:

Website: Family Wealth Planning Partners
Schedule a Call: https://www.fwppartners.com/contact
Follow FWPP:
LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew
Facebook
Instagram