If you have a large balance in your IRA account, Craig Wear is the person you want to hear from. He joins us in this episode to talk about how he got into retirement investing, and the important lessons he learned about Roth conversions that he uses to guide IRA millionaires through their finances. He emphasizes that timing is key, and that one must get to a higher tax bracket, convert over a smaller period of time, and convert in greater dollar amounts than they are likely comfortable with in order to get the real tax benefits. Since this is not a one-size-fits-all strategy, it’s important to work with someone who is specialized in this niche are of tax advising to determine your personal needs and the most effective approach. Tune in for more information, and use the link below to download Craig’s free ebook. 

Useful Links:
Financial Survival Network
Free Seminar from Craig Wear
Craig Wear

Direct download: Craig_Wear_16.Mar.23.mp3
Category:general -- posted at: 8:01am EDT

The CPI report, interest rate hikes and cuts, and the banking crisis are all at the forefront of our attention. With these factors at play and the odds of a recession increasing, what can we expect for the near future of inflation? James Locke comes on the show to talk about this, and emphasizes that the Federal Reserve’s desired soft landing will be hard to come by. Based on the Producer Price Index, the Fed is bringing inflation down, but there are still a number of things that need to take place in order for the situation to improve. Tune in for more expert insight. 

Useful Links:
Financial Survival Network
Poole Locke Associates

Direct download: James_Locke_16.Mar.23.mp3
Category:general -- posted at: 8:00am EDT






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