Jenny Logan, CFP®

Let’s talk changes to FAFSA 2024 you need to know! For this episode, I am joined by Jen MacLure, founder and CEO of My Pathway to College (https://www.mypathwaytocollege.com/), to discuss major changes to the FASFA 2024 - 2025 application process. These 7 FAFSA changes will greatly impact your timing to file this year! In addition, we touch on FAFSA and college planning in general and creating a CSS Profile. Looking for a FAFSA 2024-25 walkthrough? Want to know about the FAFSA simplification act? If you are planning on sending your children to college in 2024, this is the stream for you! Remember, Financial Freedom is found through Discipline 👏 💸 Access Financial Freedom Resources: https://bit.ly/chisholmsubscribe 🚀 Join My FREE Retirement Planning Basics Course: https://bit.ly/chisholmretirementbasics 🗓️ Schedule a FREE Initial Consultation! : https://bit.ly/chisholmfinancialschedule ✅ Subscribe! : https://www.youtube.com/@chisholmfinancial ✅ My Instagram : https://bit.ly/ChisholmInsta ✅ My Twitter : https://bit.ly/ChisholmTwitter ✅ My Substack : https://bit.ly/ChisholmSubstack Timestamps: 04:26 – Stream starts 05:39 – Meeting Jen MacLure of My Pathway to College 08:19 – Main issue with FAFSA 2024 changes: No early applications? 09:51 – What does My Pathway to College do? 13:30 – FAFSA 2024: Biggest changes 16:29 – #1 FAFSA change: Shorter application 17:52 – #2 FAFSA change: Student aid index (SAI) to replace expected family contribution 19:32 – #3 FAFSA change: Pell grant eligibility change 20:45 – #4 FAFSA change: No discount for multiple children 21:14 – #5 FAFSA change: New reporting requirements for divorced parents 24:30 – #6 FAFSA change: No more reporting requirements for untaxed income 27:23 – #7 FAFSA change: Income protection allowance for parents go up 28:59 – Summary of changes to FAFSA 2024 30:06 – What is the biggest thing parents can do to prepare now? 33:52 – Next week sneak peek: What happens to your retirement accounts when you die? #fafsa #collegeplanning #financialaid

Wondering what is a Roth IRA or how to get started with Roth IRA investing? Over my career as a financial planner I've helped countless investors and families maximize their retirement, college, and inheritance savings through the power of Roth money. A Roth IRA can be one of the most powerful tools in your financial planning arsenal, but between the regulatory red tap, ira contribution limits, and various administrative structures (employer sponsored plan, roth conversions, backdoor roth ira etc.), figuring out how to best setup up a Roth IRA, much less maximize your contributions, can be overwhelming. In this video, my intent is to provide a framework for your Roth Money learning. Think of this as a clear and concise "table of contents" for your roth studies, whether you choose to take advantage of my Roth education eCourse (https://bit.ly/rothmoney) or choose to self-educate. If you are looking for a tool that will help you get from 0 through opening and contributing to a Roth IRA savings account, my eCourse is exactly that. You can enroll on Gumroad for lifetime access to the course contents + exclusive office hour streams to help students through any questions or issues they run into. Get more information here: (https://bit.ly/rothmoney) Remember, Financial Freedom is found through Discipline 👏 💸 Access Financial Freedom Resources: https://bit.ly/chisholmsubscribe 🚀 Join My FREE Retirement Planning Basics Course: https://bit.ly/chisholmretirementbasics 🗓️ Schedule a FREE Initial Consultation! : https://bit.ly/chisholmfinancialschedule ✅ Subscribe! : https://www.youtube.com/@chisholmfinancial ✅ My Instagram : https://bit.ly/ChisholmInsta ✅ My Twitter : https://bit.ly/ChisholmTwitter ✅ My Substack : https://bit.ly/ChisholmSubstack Timestamps: 01:18 – Why it might be difficult to sort through online Roth advice 02:47 – How to go about learning Roth money strategies 03:51 – Learn what is a Roth and how does it work 04:32 – Learn the methods to start a Roth 05:41 – Learn the administrative and tax limitations 06:55 – Find examples that you can apply to your situation 07:40 – Research other uses for Roth money such as college and inheritance planning 08:36 – The options available to you now #rothira #retirementplanning #rothconversion

Remember, Financial Freedom is found through Discipline 👏 💸 Access Financial Freedom Resources: https://bit.ly/chisholmsubscribe 🚀 Join My FREE Retirement Planning Basics Course: https://bit.ly/chisholmretirementbasics 🗓️ Schedule a FREE Initial Consultation! : https://bit.ly/chisholmfinancialschedule ✅ Subscribe! : https://www.youtube.com/@chisholmfinancial ✅ My Instagram : https://bit.ly/ChisholmInsta ✅ My Twitter : https://bit.ly/ChisholmTwitter ✅ My Substack : https://bit.ly/ChisholmSubstack #homebuyers #daveramsey

Remember, Financial Freedom is found through Discipline 👏 💸 Access Financial Freedom Resources: https://bit.ly/chisholmsubscribe 🚀 Join My FREE Retirement Planning Basics Course: https://bit.ly/chisholmretirementbasics 🗓️ Schedule a FREE Initial Consultation! : https://bit.ly/chisholmfinancialschedule ✅ Subscribe! : https://www.youtube.com/@chisholmfinancial ✅ My Instagram : https://bit.ly/ChisholmInsta ✅ My Twitter : https://bit.ly/ChisholmTwitter ✅ My Substack : https://bit.ly/ChisholmSubstack #homebuyers #mortgage

Remember, Financial Freedom is found through Discipline 👏 💸 Access Financial Freedom Resources: https://bit.ly/chisholmsubscribe 🚀 Join My FREE Retirement Planning Basics Course: https://bit.ly/chisholmretirementbasics 🗓️ Schedule a FREE Initial Consultation! : https://bit.ly/chisholmfinancialschedule ✅ Subscribe! : https://www.youtube.com/@chisholmfinancial ✅ My Instagram : https://bit.ly/ChisholmInsta ✅ My Twitter : https://bit.ly/ChisholmTwitter ✅ My Substack : https://bit.ly/ChisholmSubstack #daveramsey #homebuyers

Remember, Financial Freedom is found through Discipline 👏 💸 Access Financial Freedom Resources: https://bit.ly/chisholmsubscribe 🚀 Join My FREE Retirement Planning Basics Course: https://bit.ly/chisholmretirementbasics 🗓️ Schedule a FREE Initial Consultation! : https://bit.ly/chisholmfinancialschedule ✅ Subscribe! : https://www.youtube.com/@chisholmfinancial ✅ My Instagram : https://bit.ly/ChisholmInsta ✅ My Twitter : https://bit.ly/ChisholmTwitter ✅ My Substack : https://bit.ly/ChisholmSubstack

Remember, Financial Freedom is found through Discipline 👏 💸 Access Financial Freedom Resources: https://bit.ly/chisholmsubscribe 🚀 Join My FREE Retirement Planning Basics Course: https://bit.ly/chisholmretirementbasics 🗓️ Schedule a FREE Initial Consultation! : https://bit.ly/chisholmfinancialschedule ✅ Subscribe! : https://www.youtube.com/@chisholmfinancial ✅ My Instagram : https://bit.ly/ChisholmInsta ✅ My Twitter : https://bit.ly/ChisholmTwitter ✅ My Substack : https://bit.ly/ChisholmSubstack #homebuyers #homebuying

I recently made a video responding to some criticisms of Dave Ramsey's advice regarding mortgage debt and clarifying what I actually love about the advice given on the Dave Ramsey show. Hope this encourages you! 💸 Access Financial Freedom Resources: https://bit.ly/chisholmsubscribe 🚀 Join My FREE Retirement Planning Basics Course: https://bit.ly/chisholmretirementbasics 🗓️ Schedule a FREE Initial Consultation! : https://bit.ly/chisholmfinancialschedule ✅ Subscribe! : https://www.youtube.com/@chisholmfinancial ✅ My Twitter : https://bit.ly/ChisholmTwitter ✅ My Substack : https://bit.ly/ChisholmSubstack ✅ My Instagram : https://bit.ly/ChisholmInsta #daveramsey #daveramseyinspired

I recently made a video responding to some criticisms of Dave Ramsey's advice regarding mortgage debt and clarifying what I actually love about the advice given on the Dave Ramsey show. Hope this encourages you! 💸 Access Financial Freedom Resources: https://bit.ly/chisholmsubscribe 🚀 Join My FREE Retirement Planning Basics Course: https://bit.ly/chisholmretirementbasics 🗓️ Schedule a FREE Initial Consultation! : https://bit.ly/chisholmfinancialschedule ✅ Subscribe! : https://www.youtube.com/@chisholmfinancial ✅ My Twitter : https://bit.ly/ChisholmTwitter ✅ My Substack : https://bit.ly/ChisholmSubstack ✅ My Instagram : https://bit.ly/ChisholmInsta #daveramsey #daveramseyinspired

Remember, Financial Freedom is found through Discipline 👏 💸 Access Financial Freedom Resources: https://bit.ly/chisholmsubscribe 🚀 Join My FREE Retirement Planning Basics Course: https://bit.ly/chisholmretirementbasics 🗓️ Schedule a FREE Initial Consultation! : https://bit.ly/chisholmfinancialschedule ✅ Subscribe! : https://www.youtube.com/@chisholmfinancial ✅ My Instagram : https://bit.ly/ChisholmInsta ✅ My Twitter : https://bit.ly/ChisholmTwitter ✅ My Substack : https://bit.ly/ChisholmSubstack #daveramsey #homebuyers

I recently made a video responding to some criticisms of Dave Ramsey's advice regarding mortgage debt and clarifying what I actually love about the advice given on the Dave Ramsey show. Hope this encourages you! 💸 Access Financial Freedom Resources: https://bit.ly/chisholmsubscribe 🚀 Join My FREE Retirement Planning Basics Course: https://bit.ly/chisholmretirementbasics 🗓️ Schedule a FREE Initial Consultation! : https://bit.ly/chisholmfinancialschedule ✅ Subscribe! : https://www.youtube.com/@chisholmfinancial ✅ My Twitter : https://bit.ly/ChisholmTwitter ✅ My Substack : https://bit.ly/ChisholmSubstack ✅ My Instagram : https://bit.ly/ChisholmInsta #daveramsey #daveramseyinspired

Remember, Financial Freedom is found through Discipline 👏 💸 Access Financial Freedom Resources: https://bit.ly/chisholmsubscribe 🚀 Join My FREE Retirement Planning Basics Course: https://bit.ly/chisholmretirementbasics 🗓️ Schedule a FREE Initial Consultation! : https://bit.ly/chisholmfinancialschedule ✅ Subscribe! : https://www.youtube.com/@chisholmfinancial ✅ My Instagram : https://bit.ly/ChisholmInsta ✅ My Twitter : https://bit.ly/ChisholmTwitter ✅ My Substack : https://bit.ly/ChisholmSubstack #personalfinance #financialfreedom

I recently made a video responding to some criticisms of Dave Ramsey's advice regarding mortgage debt and clarifying what I actually love about the advice given on the Dave Ramsey show. Hope this encourages you! 💸 Access Financial Freedom Resources: https://bit.ly/chisholmsubscribe 🚀 Join My FREE Retirement Planning Basics Course: https://bit.ly/chisholmretirementbasics 🗓️ Schedule a FREE Initial Consultation! : https://bit.ly/chisholmfinancialschedule ✅ Subscribe! : https://www.youtube.com/@chisholmfinancial ✅ My Twitter : https://bit.ly/ChisholmTwitter ✅ My Substack : https://bit.ly/ChisholmSubstack ✅ My Instagram : https://bit.ly/ChisholmInsta #daveramsey #daveramseyinspired

I recently made a video responding to some criticisms of Dave Ramsey's advice regarding mortgage debt and clarifying what I actually love about the advice given on the Dave Ramsey show. Hope this encourages you! 💸 Access Financial Freedom Resources: https://bit.ly/chisholmsubscribe 🚀 Join My FREE Retirement Planning Basics Course: https://bit.ly/chisholmretirementbasics 🗓️ Schedule a FREE Initial Consultation! : https://bit.ly/chisholmfinancialschedule ✅ Subscribe! : https://www.youtube.com/@chisholmfinancial ✅ My Twitter : https://bit.ly/ChisholmTwitter ✅ My Substack : https://bit.ly/ChisholmSubstack ✅ My Instagram : https://bit.ly/ChisholmInsta #daveramsey #daveramseyinspired

Will AI replace financial planners? In this LIVE episode, I talk about the future of ai in wealth management and financial planning and explain why working with a human will still be your best bet when it comes to tailoring a financial plan to your situation. Financial planning is both an art and a science, and there are just things that AI and technology cannot factor in when calculating and generating projections. But, that does not mean there are not some great AI tools and technology available that can help you build the data you need to support your financial plan. I will list some tools you might find useful, and contrast how you may use them and how they can support building a holistic financial plan. Remember, Financial Freedom is found through Discipline 👏 Stream starts: 03:42 💸 Access Financial Freedom Resources: https://bit.ly/chisholmsubscribe 🚀 Join My FREE Retirement Planning Basics Course: https://bit.ly/chisholmretirementbasics 🗓️ Schedule a FREE Initial Consultation! : https://bit.ly/chisholmfinancialschedule ✅ Subscribe! : https://www.youtube.com/@chisholmfinancial ✅ My Instagram : https://bit.ly/ChisholmInsta ✅ My Twitter : https://bit.ly/ChisholmTwitter ✅ My Substack : https://bit.ly/ChisholmSubstack Timestamps: 03:42 - Stream starts: let’s talk about the relationship aspect of professional help 08:36 - Client example: Could AI have replaced me? 13:32 - Asking ChatGPT financial planning questions 17:28 - Podcast announcements: no podcast next week! #aitools #financialplanner #financialindependence Let's take a look at Finance AI News and The Impact Of AI On Finance. This is the Future AI Finance. This A.I. Will Change Financial Planning Forever, let's talk about how This A.I. Just Changed Investing Forever, Is this the END of human Financial Advisors? I am Asking ChatGPT How AI Is Powering the Future of Financial Services and discovering WallyGPT: The AI That Only Talks MONEY. What is the Opacity of ai based decision making in finance industry?

So my previous video critiquing Dave Ramsey on mortgage debt generated some controversy. I actually really appreciate Dave Ramsey and the debt freedom philosophy The Dave Ramsey Show has preached to so many people. Dave Ramsey gets a lot right about the horrors of living above your means, and his overall positive impact cannot be discounted! My intention with my previous video (here: https://youtu.be/9A0l5OCQqic) was to bring a BALANCED and FAIR critique to a small portion of Dave Ramsey's overall philosophy and encourage people who might be struggling with the demands of homeownership in today's market. Also, I wanted to encourage people to seek out financial advice from professionals who can help them plan for their UNIQUE situations and not rely solely on advice from online influencers. This includes myself! I don't believe that Dave Ramsey is intentionally misleading or that his advice should be ignored. The problem with online influencers is that, unavoidably, their advice trends towards a "one-size fits all" model that can be consumed by the largest audience possible and ignores the nuances of individual wants, needs, and goals. So, in a spirit of positive online discourse I decided to make a video about all of the advice from Dave Ramsey that I LOVE. I hope you find this video informing! Do you have any personal experiences using Dave Ramsey's advice? Let us know your results in the comments! Remember, Financial Freedom is found through Discipline 👏 💸 Access Financial Freedom Resources: https://bit.ly/chisholmsubscribe 🚀 Join My FREE Retirement Planning Basics Course: https://bit.ly/chisholmretirementbasics 🗓️ Schedule a FREE Initial Consultation! : https://bit.ly/chisholmfinancialschedule ✅ Subscribe! : https://www.youtube.com/@chisholmfinancial ✅ My Instagram : https://bit.ly/ChisholmInsta ✅ My Twitter : https://bit.ly/ChisholmTwitter ✅ My Substack : https://bit.ly/ChisholmSubstack Timestamps: 00:00 – Why I made the “what Dave Ramsey gets wrong” video 01:24 – I agree with Dave Ramsey about the importance of paying of debt 02:51 – Dave Ramsey is right about needing an emergency fund 03:40 – Saving 15% of your household income is great Dave Ramsey advice 04:52 – Why I love that Dave Ramsey promotes living below your means 05:51 – Overall takeaways from Dave Ramsey #daveramsey #daveramseyinspired #financialfreedom

Take advantage of any employer sponsored retirement plan that lets you save Roth money! 💸 Access Financial Freedom Resources: https://bit.ly/chisholmsubscribe 🚀 Join My FREE Retirement Planning Basics Course: https://bit.ly/chisholmretirementbasics 🗓️ Schedule a FREE Initial Consultation! : https://bit.ly/chisholmfinancialschedule ✅ Subscribe! : https://www.youtube.com/@chisholmfinancial ✅ My Twitter : https://bit.ly/ChisholmTwitter ✅ My Substack : https://bit.ly/ChisholmSubstack ✅ My Instagram : https://bit.ly/ChisholmInsta

What Dave Ramsey gets wrong about Mortgage Debt 💸 Access Financial Freedom Resources: https://bit.ly/chisholmsubscribe 🚀 Join My FREE Retirement Planning Basics Course: https://bit.ly/chisholmretirementbasics 🗓️ Schedule a FREE Initial Consultation! : https://bit.ly/chisholmfinancialschedule ✅ Subscribe! : https://www.youtube.com/@chisholmfinancial ✅ My Twitter : https://bit.ly/ChisholmTwitter ✅ My Substack : https://bit.ly/ChisholmSubstack ✅ My Instagram : https://bit.ly/ChisholmInsta

Thinking about starting an Airbnb business or investing in short-term rentals? Here's are some financial considerations you might want to think about before plunging in! Not a lot of people know how to successfully do short term rentals successfully, and despite what your favorite influencer might have told you, it is not the easy passive income hack that will allow you to retire early without any effort. That doesn't mean it can't be done well, but as with all things in life, your success will track with the amount of work you are willing to put in. In this video, I want to elaborate on 5 financial planning questions that you should ask yourself before jumping into an airbnb or short term rental business so you can be prepared to make the best investment decisions for your financial future. Remember, Financial Freedom is found through Discipline 👏 💸 Access Financial Freedom Resources: https://bit.ly/chisholmsubscribe 🚀 Join My FREE Retirement Planning Basics Course: https://bit.ly/chisholmretirementbasics 🗓️ Schedule a FREE Initial Consultation! : https://bit.ly/chisholmfinancialschedule ✅ Subscribe! : https://www.youtube.com/@chisholmfinancial ✅ My Instagram : https://bit.ly/ChisholmInsta ✅ My Twitter : https://bit.ly/ChisholmTwitter ✅ My Substack : https://bit.ly/ChisholmSubstack Timestamps: 00:00 - Let's talk Airbnb and short term rental financial considerations 00:27 - 1. Understand the true cost of the property (maintenance!) 02:42 - 2. Understand that success may take patience 06:28 - 3. Make sure you can hold the property without rental income 08:06 - 4. Don't treat the property as a second home! 09:06 - 5. Check local sentiment about short-term rentals 11:34 - The top 3 reasons I see people fail #shorttermrentals #airbnb #realestateinvestment

This week's live will pick up from last week's topic: Roth Conversions. Last week I explained what a Roth conversion is and why they are the ultimate in delayed gratification! Why is this the case? Because whatever you convert will cost you in taxes NOW. You do a conversion because you know the prepayment of retirement taxes will be worth it in the future. This week with when you should think about utilizing this strategy. Because Roth conversions can cost you money in taxes today, you want to be strategic about when you implement this financial tactic. Remember, Financial Freedom is found through Discipline 👏 01:42 – Stream starts 💸 Access Financial Freedom Resources: https://bit.ly/chisholmsubscribe 🚀 Join My FREE Retirement Planning Basics Course: https://bit.ly/chisholmretirementbasics 🗓️ Schedule a FREE Initial Consultation! : https://bit.ly/chisholmfinancialschedule ✅ Subscribe! : https://www.youtube.com/@chisholmfinancial ✅ My Instagram : https://bit.ly/ChisholmInsta ✅ My Twitter : https://bit.ly/ChisholmTwitter ✅ My Substack : https://bit.ly/ChisholmSubstack Timestamps: 01:42 – Stream starts 04:02 – What is a Roth IRA (quick summary) 06:42 – What is a Roth conversion 07:39 – Roth conversion tax example 11:05 – Traditional IRA vs Roth IRA tax example 14:22 – Roth conversion: when is a good time to convert for taxes? 19:10 – Sneak peek at next week: AI financial planning? #rothira #rothconversion #retirementplanning

Were you sold a bad whole life insurance policy? In this video I'm going to teach you how to DUMP IT in the best way possible! (If you missed my video explaining why you shouldn't take out permanent life insurance check it out here: https://youtube.com/live/WzfrxhHcQKg?feature=share.) I walk through what to do BEFORE you touch you permanent life insurance policy, including how to get legitimate life insurance via an employer sponsored policy or 15-20 year term life insurance, and how to minimize the financial cost of your current whole life insurance plan. We will look at the paid up death benefit option and ways to reduce your premium via an in-force policy. Also, in a "best-case" scenario, I explain how to cash-out your whole life policy and plan for taxes and the surrender schedule (watch the video to find out what that means and why it's important :) Remember, Financial Freedom is found through Discipline 👏 💸 Access Financial Freedom Resources: https://bit.ly/chisholmsubscribe 🚀 Join My FREE Retirement Planning Basics Course: https://bit.ly/chisholmretirementbasics 🗓️ Schedule a FREE Initial Consultation! : https://bit.ly/chisholmfinancialschedule ✅ Subscribe! : https://www.youtube.com/@chisholmfinancial ✅ My Instagram : https://bit.ly/ChisholmInsta ✅ My Twitter : https://bit.ly/ChisholmTwitter ✅ My Substack : https://bit.ly/ChisholmSubstack Timestamps: 00:00 - Why you need to dump whole life insurance 00:58 - What to do before you touch your permanent life insurance policy 04:45 - How to get a paid up death benefit 06:01 - How to use an in-force clause to reduce your premium 08:05 - Reduce both your whole life premium and death benefit 09:07 - How to cash out your permanent life insurance policy #lifeinsurance #wholelifeinsurance #personalfinance

If you are ready to start your debt repayment journey, this video is for you! I explain 4 methods for paying off debt including: the snowball method, the avalanche method, the debt consolidation method, and credit balance transfers. For each method I explain the pros and cons and explain the scenarios where each method might be your best option. Whether you are struggling with student loans, car payments, credit card debt, or any other hight interest loans, you can learn how to achieve debt freedom with this simple, effective how-to guide! Remember, Financial Freedom is found through Discipline 👏 💸 Access Financial Freedom Resources: https://bit.ly/chisholmsubscribe 🚀 Join My FREE Retirement Planning Basics Course: https://bit.ly/chisholmretirementbasics 🗓️ Schedule a FREE Initial Consultation! : https://bit.ly/chisholmfinancialschedule ✅ Subscribe! : https://www.youtube.com/@chisholmfinancial ✅ My Instagram : https://bit.ly/ChisholmInsta ✅ My Twitter : https://bit.ly/ChisholmTwitter ✅ My Substack : https://bit.ly/ChisholmSubstack Timestamps: 00:00 - Useful debt vs useless debt 00:46 - What is useless debt? 01:38 - What is useful debt? 02:48 - The 4 methods to pay off debt 03:17 - The snowball method of debt repayment 05:16 - The avalanche method of debt repayment 06:50 - The debt consolidation method of debt repayment 09:23 - The balance transfer method of debt repayment 11:49 - Why you should prioritize paying off debt #debtfree #debtfreejourney #debtrelief

Roth conversions can be a very powerful tool when it comes to successful retirement planning. We will cover the two types of retirement money and explain what a Roth conversion is and how it will impact your taxes. A Roth conversion is radical delayed gratification. Performing one is the ultimate extreme in sound financial planning. Why is this the case? Because whatever you convert will cost you in taxes NOW. You do a conversion because you know the prepayment of retirement taxes will be worth it in the future. If you've ever thought about a Roth conversion, and want to know more--this is the stream for you! Remember, Financial Freedom is found through Discipline 👏 01:56 – Stream starts 💸 Access Financial Freedom Resources: https://bit.ly/chisholmsubscribe 🚀 Join My FREE Retirement Planning Basics Course: https://bit.ly/chisholmretirementbasics 🗓️ Schedule a FREE Initial Consultation! : https://bit.ly/chisholmfinancialschedule ✅ Subscribe! : https://www.youtube.com/@chisholmfinancial ✅ My Instagram : https://bit.ly/ChisholmInsta ✅ My Twitter : https://bit.ly/ChisholmTwitter ✅ My Substack : https://bit.ly/ChisholmSubstack Timestamps: 01:56 – Stream starts 03:41 – Roth vs. traditional retirement accounts 08:25 – How Roth conversions work 09:41 – Roth conversion example 13:08 – The benefit of a Roth conversion 17:45 – Why I recommend using a Roth IRA 20:21 – Next week sneak peak: How to minimize tax impacts of Roth conversions #rothira #retirement #financialfreedom

Let me explain how to implement a Roth conversion strategy for your retirement plan in 45 seconds! Remember, Financial freedom is found through discipline. 💸 Access Financial Freedom Resources: https://bit.ly/chisholmsubscribe 🚀 Join My FREE Retirement Planning Basics Course: https://bit.ly/chisholmretirementbasics 🗓️ Schedule a FREE Initial Consultation! : https://bit.ly/chisholmfinancialschedule ✅ Subscribe! : https://www.youtube.com/@chisholmfinancial ✅ My Twitter : https://bit.ly/ChisholmTwitter ✅ My Substack : https://bit.ly/ChisholmSubstack ✅ My Instagram : https://bit.ly/ChisholmInsta

Let me explain how to implement a Roth conversion strategy for your retirement plan in 45 seconds! Remember, Financial freedom is found through discipline. 💸 Access Financial Freedom Resources: https://bit.ly/chisholmsubscribe 🚀 Join My FREE Retirement Planning Basics Course: https://bit.ly/chisholmretirementbasics 🗓️ Schedule a FREE Initial Consultation! : https://bit.ly/chisholmfinancialschedule ✅ Subscribe! : https://www.youtube.com/@chisholmfinancial ✅ My Twitter : https://bit.ly/ChisholmTwitter ✅ My Substack : https://bit.ly/ChisholmSubstack ✅ My Instagram : https://bit.ly/ChisholmInsta