Bashing the Roth?

Confidence Corner

In a shocking turn of events, we’re going to spend some time bashing the Roth today. Inspired by an article we found on Yahoo Finance, Nathan shares his thoughts on a Roth. Is it really the right thing for you? Instead of basing your decisions on some one-size-fits-all financial advice, it’s important to consider your unique and personal financial situation.

Ultimately, you want to have different buckets to pull from in retirement. Nathan shares what he does with his own money right now and why. Remember, just because you hear someone singing the praises of a Roth doesn’t make it the right thing for you and your financial plan.

Here’s what we talk about on today’s show:

What does Nathan think about investing in a Roth?

Are you destined for a lower tax bracket in retirement?

Is the Roth a bad choice?

What does the future hold with taxes?

Is there reason to convert to a Roth?

A Point Of Wisdom:

Share this episode with a friend:

Discussing Dave Ramsey’s Advice

Radio talk show host turned TikTok user, Dave Ramsey, is known for doling out financial advice to a wide audience. Today, we talk through some quotes from Ramsey to see what Nathan thinks as a financial advisor. Be it investing from a place of knowledge to relying on delayed gratification to make decisions, there’s a lot we can learn from him. Ultimately though, you have to have a strategy and a plan that works for you in order to meet your financial goals. Working with a qualified financial professional to create that plan will be better than simply generic advice for the masses.

Listen Now »

September 21, 2023

The Future of Retirement in America

When we look toward the future, what’s ahead? Whether you take more of an optimistic or pessimistic view of things, it’s important to know what to expect. We talk about what Americans may face when it comes to retiring in the years ahead.

Listen Now »

September 7, 2023