Videos

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

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

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…

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

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

Calculate how much money you’ll avoid paying to Uncle Sam (free): https://q3.link/FutureProof ⏱️ Chapters: 00:00 - How to Future-Proof Your Plan 00:40 - Step 1: The Double Date Strategy 05:25 - Step 2: Forward Forecasting 07:18 - Step 3: Counting What Counts 10:10 - Next Steps

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

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

Get the free workbook that covers the 7 questions you must ask before converting: https://q3.link/KnowYourAdvice ⏱️ Chapters: 00:00 - The Trap of "Free" Financial Advice 00:53 - Trap #1 01:57 - Trap #2 03:50 - Trap #3 05:51 - The Flat-Fee Truth 07:38 - 7 Questions Advisors Don't Want You…

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

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

Calculate how much money you’ll avoid paying to Uncle Sam (free): https://q3.link/IRASafe ⏱️ Chapters: 00:00 - The Hidden Tax Traps for IRAs 00:40 - The Forced Income Trap 04:08 - The Survivor's Tax Trap 05:38 - The Legacy Trap 07:14 - What Can You Do?