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Episode 41: Roth Conversions, Reverse Mortgages & Rattle Snakes

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Content provided by Retirement Evolved With Adam & Lauren and Retirement Evolved With Adam. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Retirement Evolved With Adam & Lauren and Retirement Evolved With Adam or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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In Episode 41 of our podcast, we embark on a diverse financial journey, exploring the intriguing intersection of Roth Conversions, Reverse Mortgages, and Rattlesnakes. Join us as we unravel the complexities of Roth Conversions, discussing their potential benefits and pitfalls for savvy investors. Delve into the world of Reverse Mortgages, uncovering the untapped financial possibilities they offer, and navigating the misconceptions that surround them. And, just for a touch of the unexpected, we'll share a tale or two about Rattlesnakes! Tune in for a captivating episode that promises valuable insights, financial wisdom, and a few unexpected twists!

Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

  continue reading

51 episodes

Artwork
iconShare
 
Manage episode 386150952 series 3450300
Content provided by Retirement Evolved With Adam & Lauren and Retirement Evolved With Adam. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Retirement Evolved With Adam & Lauren and Retirement Evolved With Adam or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Send us a Text Message.

In Episode 41 of our podcast, we embark on a diverse financial journey, exploring the intriguing intersection of Roth Conversions, Reverse Mortgages, and Rattlesnakes. Join us as we unravel the complexities of Roth Conversions, discussing their potential benefits and pitfalls for savvy investors. Delve into the world of Reverse Mortgages, uncovering the untapped financial possibilities they offer, and navigating the misconceptions that surround them. And, just for a touch of the unexpected, we'll share a tale or two about Rattlesnakes! Tune in for a captivating episode that promises valuable insights, financial wisdom, and a few unexpected twists!

Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!

  continue reading

51 episodes

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