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Podcasts


Using a Mega Backdoor Roth Conversion Strategy to Boost Retirement Savings

In this episode, JT Cox discusses how high-income earners can use a Mega Backdoor Roth Conversion strategy to significantly boost their retirement savings. High-income earners have a unique opportunity to save for retirement beyond normal contribution limits. JT discusses the strategy, how it works, what you should consider when deciding if this strategy is for you, and steps to take to maximize your savings.

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Will a Government Shutdown Derail Your Investments?

In this episode, David Rath and JT Cox discuss the latest threats of a government shutdown and whether it will derail your investments. They also clear up some misconceptions about inflation and address a mistake many retirees are making regarding Social Security.

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American Employees Are Not Confident About Retirement

In this episode, JT Cox and David Rath discuss the fact that over one-third of American employees are not confident about retirement. The most recent survey from The Employee Benefits Research Institute (EBRI) shows confidence levels at their lowest point in years. David and JT discuss why that is, and steps people can take to feel more confident in their own retirement.

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Episode #16 - How Savers can Be Rewarded Again

JT and David discuss how the rise in interest rates has started to reward savers. Tune in to hear them discuss: -How JT was introduced to money and savings and why it wasn't the same experience for his son. -The impact of low or near zero interest rates for years. -How savers are starting to be rewarded again. -What savers can do to earn interest on their money.

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