Full Show 4/15/23 - podcast episode cover

Full Show 4/15/23

Apr 15, 202352 min
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Episode description

  • Market prediction for this summer: Down 3000 points! 
  • Boomers pay 60% of Federal income taxes. Are you paying too much?
  • The common “Are you kidding me?” moment in our Portfolio X-Ray.
  • Changes this year with RMDs.
  • Are you a good candidate for an IRA-to-Roth conversion?
  • What is ESG investing?
  • Planning for your money and your time in retirement. 

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