Golden Years: A Roadmap to Navigate RetirementGolden Years: A Roadmap to Navigate Retirement
Clean

The Roth Conversion Myth: What Most Advisors Won’t Tell You

View descriptionShare

Golden Years: A Roadmap to Navigate Retirement

At Golden Years Financial, Mark Cordner and his team help Boomers transition into the “Third Age” (or chapter) of their lives, a time of increased per 
91 clip(s)
Loading playlist

Are you risking your retirement by following outdated financial advice? Discover how strategic Roth conversions, portfolio analysis, and alternative investments can help you navigate today’s changing tax landscape and secure a tax-efficient future. Host Mark Cordner breaks down the myths, reveals the impact of new legislation, and explains why timing and risk matter more than ever. Learn how to build a customized roadmap for your golden years—without gambling your future away.

Are You Ready to Embrace Your Golden Years?

Schedule an Appointment

Check out our Newsletter! 

Social Media: Facebook  LinkedIn  YouTube

  • Facebook
  • X (Twitter)
  • WhatsApp
  • Email
  • Download

In 1 playlist(s)

  1. Golden Years: A Roadmap to Navigate Retirement

    91 clip(s)

Golden Years: A Roadmap to Navigate Retirement

At Golden Years Financial, Mark Cordner and his team help Boomers transition into the “Third Age” (o 
Social links
Follow podcast
Recent clips
Browse 92 clip(s)