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This has been a record year for Roth conversions. Should you be looking at it? | Suze Orman says $2 million in retirement savings is “Chump Change” | Four ideas for passing down money to your kids and grandkids | The moment your negative feelings about re

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Manage episode 448118840 series 3561325
Content provided by Impact Partnership and Greg Aler. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Greg Aler or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

On this week's show:

  • If most of your money is in a 401(k), here’s a question you should be asking.
  • Suze Orman is at it again, saying you haven’t saved enough. Is she right?
  • Tax-smart ideas of how to pass money down to your family.
  • Many of us are scared about the unknowns of retirement. How can you temper those fears?

Subscribe or follow so you never miss an episode!

Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.

See omnystudio.com/listener for privacy information.

  continue reading

Capitole

1. Podcast (00:00:00)

270 episoade

Artwork
iconDistribuie
 
Manage episode 448118840 series 3561325
Content provided by Impact Partnership and Greg Aler. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Greg Aler or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

On this week's show:

  • If most of your money is in a 401(k), here’s a question you should be asking.
  • Suze Orman is at it again, saying you haven’t saved enough. Is she right?
  • Tax-smart ideas of how to pass money down to your family.
  • Many of us are scared about the unknowns of retirement. How can you temper those fears?

Subscribe or follow so you never miss an episode!

Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.

See omnystudio.com/listener for privacy information.

  continue reading

Capitole

1. Podcast (00:00:00)

270 episoade

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