Videos

July 13, 2026

Is THIS keeping you from Roth Converting?

Is THIS keeping you from Roth Converting?
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July 11, 2026

These 5 Roth Myths Are Costing IRA Millionaires a Fortune

These 5 Roth Myths Are Costing IRA Millionaires a Fortune

Calculate how much money you’ll avoid paying to Uncle Sam (free): https://q3.link/5RothMyths Find and fix the 3 Hidden Risks That Could Cost Your IRA Millions (free guide) https://q3.link/5Myths ⏱️ Chapters: 00:00 - These Myths Cost a FORTUNE 00:48 - Myth 1 01:26 - Myth 2 02:52 - Myth 3 03:43…

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July 10, 2026

Don't Wait to to Roth Convert in December

Don't Wait to to Roth Convert in December
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July 8, 2026

Couple Saved $1.8 Million On IRA Taxes By Doing This

Couple Saved $1.8 Million On IRA Taxes By Doing This

Calculate how much money you’ll avoid paying to Uncle Sam (free): https://q3.link/CouplesSaved

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July 8, 2026

How To Beat The IRS At Roth Conversions

How To Beat The IRS At Roth Conversions
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July 7, 2026

How Much Waiting to Roth Convert Costs You

How Much Waiting to Roth Convert Costs You
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July 6, 2026

Your Spouse Will Pay More Taxes When You're Gone

Your Spouse Will Pay More Taxes When You're Gone

Calculate how much money you’ll avoid paying to Uncle Sam (free): https://q3.link/spousetax

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July 5, 2026

How Much Waiting To Convert ACTUALLY Costs You In 2026

How Much Waiting To Convert ACTUALLY Costs You In 2026

Calculate how much money you’ll avoid paying to Uncle Sam (free): https://q3.link/ActuallyCosts ⏱️ Chapters: 00:00 - Why One Tax Strategy Fails 00:35 - The Five Chess Pieces 04:49 - How Timing Changes Everything 05:52 - Real World Planning Success 06:55 - Waiting Can Change Everything

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July 3, 2026

All Federal Employees Need to Know This (Save Millions on Taxes)

All Federal Employees Need to Know This (Save Millions on Taxes)
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July 2, 2026

Should I Roth Convert In December?

Should I Roth Convert In December?

Avoid the biggest Roth conversion mistakes with this free webinar: https://q3.link/retireindecember

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July 1, 2026

Federal Employees Can Save Millions on Taxes Using this

Federal Employees Can Save Millions on Taxes Using this
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June 30, 2026

Can AI Help IRA Millionaires Save On Taxes?

Can AI Help IRA Millionaires Save On Taxes?

Avoid the biggest Roth conversion mistakes with this free webinar: https://q3.link/WillAIHelp

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June 29, 2026

This Could Cost or Save Federal Employees Millions In Taxes

This Could Cost or Save Federal Employees Millions In Taxes
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June 27, 2026

The NEW Way Federal Employees Are Saving Millions In Taxes

The NEW Way Federal Employees Are Saving Millions In Taxes

Calculate how much money you’ll avoid paying to Uncle Sam (free): https://q3.link/FederalEmployees ⏱️ Chapters: 00:00 - Federal Employee Tax Savings 00:45 - The Traditional TSP vs. Roth TSP Dilemma 01:50 - Why Federal Employees Often Overpay 03:15 - The Power of Strategic Roth Conversions 05:30 - Navigating Tax Brackets for…

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June 26, 2026

DON'T Roth Convert in December

DON'T Roth Convert in December
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June 25, 2026

The Smart Way IRA Millionaires Should Pay Roth Conversion Tax

The Smart Way IRA Millionaires Should Pay Roth Conversion Tax

Schedule a free call with a Rothologist to find how much you can save on taxes 👉 https://q3.link/SmartWayCall

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June 24, 2026

Don't Roth Convert Without Knowing THIS

Don't Roth Convert Without Knowing THIS
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June 23, 2026

What 1 Year Of Waiting ACTUALLY Costs IRA Millionaires (Roth Conversions)

What 1 Year Of Waiting ACTUALLY Costs IRA Millionaires (Roth Conversions)

Calculate how much money you’ll avoid paying to Uncle Sam (free): https://q3.link/waiting1yearcost

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June 22, 2026

Fix Your IRA Investments BEFORE You Roth Convert

Fix Your IRA Investments BEFORE You Roth Convert
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June 20, 2026

Why Even Smart DIY Investors Get Roth Conversions Wrong

Why Even Smart DIY Investors Get Roth Conversions Wrong

Find and fix the 3 Hidden Risks That Could Cost Your IRA Millions (free guide): https://q3.link/SmartDIYInvestors Learn what the three BIGGEST risks to your retirement portfolio are: https://www.youtube.com/watch?v=WsROZnEjtWk ⏱️ Chapters: 00:00 - The Invisible Gap in Your IRA 01:27 - Are Hidden Fees Costing You? 04:00 - Short-Sighted Strategies 05:44…

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June 19, 2026

The IRA Hack To Win Big In Bad Markets

The IRA Hack To Win Big In Bad Markets
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June 17, 2026

Don't Time the Market with your Roth Conversion

Don't Time the Market with your Roth Conversion
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June 15, 2026

Market Crashes are good for your Roth Conversion if you do this

Market Crashes are good for your Roth Conversion if you do this
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June 13, 2026

How Smart IRA Millionaires Take Advantage of Market Crashes

How Smart IRA Millionaires Take Advantage of Market Crashes

Calculate how much money you’ll avoid paying to Uncle Sam (free): https://q3.link/IRAMarkets Avoid the biggest Roth conversion mistakes with this free webinar: https://q3.link/watchourwebinar ⏱️ Chapters: 00:00 - The Opportunity in Market Volatility 01:30 - Strategies for IRA Millionaires 03:15 - Building Long-Term Tax Wealth 04:10 - Next Steps for Your…

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