Videos

July 17, 2026

Don't Wait To Be In Lower Tax Brackets to Roth Convert

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July 16, 2026

Why Roth Converting Up To Your Tax Bracket Won't Save You Money (Do This Instead)

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

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July 15, 2026

Stop Planning Your Roth Conversions Year By Year

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July 14, 2026

8 Mistakes Costing IRA Millionaires MILLIONS

Find and fix the 3 Hidden Risks That Could Cost Your IRA Millions (free guide) https://q3.link/8mistakes

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July 13, 2026

Is THIS keeping you from Roth Converting?

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July 11, 2026

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

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July 8, 2026

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

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July 7, 2026

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

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

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)

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July 2, 2026

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

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June 30, 2026

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

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June 27, 2026

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

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June 25, 2026

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

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June 23, 2026

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

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June 20, 2026

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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