Videos

Nov. 12, 2026

The Most Common Roth Conversion Mistake

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

View more
Nov. 11, 2026

Should I Wait Until I Retire to Roth Convert?

View more
Nov. 10, 2026

Why Paying More Tax NOW Can Avoid Millions Later

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

View more
Nov. 9, 2026

Craig Wear, CFP® Live Stream

View more
Nov. 9, 2026

Don't Wait to Roth Convert In December

View more
Nov. 7, 2026

The True Cost of Waiting on Roth Conversions

Learn the 9 smart moves IRA millionaires are making this year (free live class): https://q3.link/CostOfWaiting ⏱️ Chapters: 00:00 - Why waiting on Roth conversions costs you 00:50 - Mistake 4 02:23 - Mistake 3 03:56 - Mistake 2 05:36 - Mistake 1 07:31 - The total cost of never converting…

View more
Nov. 5, 2026

Why IRA Millionaires Give While They're Still Here

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

View more
Nov. 3, 2026

What IRA Millionaires Get Wrong About Paying Conversion Taxes

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

View more
Oct. 30, 2026

What People in Their 80s Get Wrong About Roth Conversions

View more
Oct. 29, 2026

Which Assets You Roth Convert First Matters

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

View more
Oct. 28, 2026

What People in Their 70s Get Wrong About Roth Conversions

View more
Oct. 27, 2026

Should You Wait For A Lower Tax Rate To Roth Convert?

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

View more
Oct. 26, 2026

What People in Their 60s Get Wrong About Roth Conversions

View more
Oct. 24, 2026

What IRA Millionaires Get Wrong at 60, 70 and 80

Learn the 9 smart moves IRA millionaires are making this year (free live class): https://q3.link/9Moves ⏱️ Chapters: 00:00 - The Roth Conversion Dilemma 00:50 - What 60-Year-Olds Get Wrong 03:44 - What 70-Year-Olds Get Wrong 05:51 - What 80-Year-Olds Get Wrong 08:11 - The #1 Mistake Across All Three Decades

View more
Oct. 23, 2026

The Real Roth Conversion

View more
Oct. 22, 2026

How IRA Millionaires Optimize Their Roth Conversions

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

View more
Oct. 21, 2026

3 Ways to Pay Roth Conversion Taxes

View more
Oct. 20, 2026

Stop Deferring Your Retirement Taxes (Do This Instead)

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

View more
Oct. 19, 2026

Stop Following Typical Roth Conversion Advice

View more
Oct. 17, 2026

Watch This Before Your 2026 Roth Conversion

Avoid the biggest Roth conversion mistakes with this free webinar: https://q3.link/Before2026 ⏱️ Chapters: 00:00 - Why You Shouldn’t Wait Until December 00:41 - #1: "How Much" Before "When" 03:09 - #2: Where Is Your Tax Payment Coming From? 04:56 - #3: Know Your Real Deadline 06:04 - #4: How Conversion…

View more
Oct. 16, 2026

What a Good Roth Conversion Plan ACTUALLY Looks At

View more
Oct. 15, 2026

IRA Millionaires With Heirs Need To Convert Now (Here's Why)

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

View more
Oct. 14, 2026

How Much Should You Roth Convert?

View more
Oct. 13, 2026

The Smart Way IRA Millionaires Avoid Millions in Taxes

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

View more