Calculate how much money you’ll avoid paying to Uncle Sam (free): https://q3.link/PlanningMistakes
⏱️ Chapters:
00:00 - The "Sneaky" Mistake That Ruins Roth Plans
00:33 - Rushing vs. Strategic Planning
01:52 - Why Your Conversion "Destination" Matters
02:47 - The Trap of Under-Converting
05:14 - How to Avoid "Plan Drift" Over Time
06:04 - Getting Your Strategy Back on Track
06:31 - Projecting vs. Predicting
07:50 - Fine-Tuning Your Strategy