Are today’s tax rates the lowest you may see in retirement? Dan Groben and Phil Minard discuss why Roth accounts are attracting attention from both Gen Z investors and retirees. They explore the factors driving interest in Roth conversions, how taxes can affect retirement income, why withdrawal strategies matter, and situations where a Roth conversion may or may not make sense. The conversation also covers legacy planning considerations and the importance of evaluating tax decisions within the context of an individual retirement plan.

Connect with Dan & Phil at Servant Advisors Group

Are today&rsquo;s tax rates the lowest you may see in retirement? Dan Groben and Phil Minard discuss why Roth accounts are attracting attention from both Gen Z investors and retirees. They explore the factors driving interest in Roth conversions, how taxes can affect retirement income, why withdrawal strategies matter, and situations where a Roth conversion may or may not make sense. The conversation also covers legacy planning considerations and the importance of evaluating tax decisions within the context of an individual retirement plan.
Connect with Dan &amp; Phil at&nbsp;<a href="https://servantadvisors.com/contact/">Servant Advisors Group</a>

Struggling to get the facts about your retirement plan? Do you need a source that doesn’t beat around the bush? Find the results you need with the “Retirement Results Podcast.”

With the “Retirement Results Podcast,” hosted by Dan Groben and Phil Menard of Servant Advisors Group, you’ll get the straight talk and valuable insight you need to craft your ideal retirement. From analyses of current financial trends to lighthearted and informed looks at the retirement news of the day, the “Retirement Results Podcast” is your next must-hear show. Listen and subscribe today!

Struggling to get the facts about your retirement plan? Do you need a source that doesn&rsquo;t beat around the bush? Find the results you need with the &ldquo;Retirement Results Podcast.&rdquo;
With the &ldquo;Retirement Results Podcast,&rdquo; hosted by Dan Groben and Phil Menard of Servant Advisors Group, you&rsquo;ll get the straight talk and valuable insight you need to craft your ideal retirement. From analyses of current financial trends to lighthearted and informed looks at the retirement news of the day, the &ldquo;Retirement Results Podcast&rdquo; is your next must-hear show. Listen and subscribe today!

Retirement Results Podcast

Why Are Retirees and Gen Z Rushing to Roth Accounts?

On this episode of the Retirement Results Podcast, Dan Groben and Phil Menard discuss why a retirement plan should create flexibility, not just follow a rigid roadmap. Using comments from NFL quarterback Josh Allen about preparing for life after football, they explore building financial margin, planning for unexpected health expenses, creating reliable retirement income, and maintaining access to assets for future opportunities. They also share a real-world example of how thoughtful planning helped a retiree protect wealth while pursuing a new lifestyle goal.

Connect with Dan & Phil at Servant Advisors Group

On this episode of the Retirement Results Podcast, Dan Groben and Phil Menard discuss why a retirement plan should create flexibility, not just follow a rigid roadmap. Using comments from NFL quarterback Josh Allen about preparing for life after football, they explore building financial margin, planning for unexpected health expenses, creating reliable retirement income, and maintaining access to assets for future opportunities. They also share a real-world example of how thoughtful planning helped a retiree protect wealth while pursuing a new lifestyle goal.
Connect with Dan &amp; Phil at&nbsp;<a href="https://servantadvisors.com/contact/">Servant Advisors Group</a>

What Josh Allen Gets Right About Retirement Planning

What if the biggest threat to your retirement isn’t market volatility, but taxes quietly reducing your wealth year after year? Dan Groben and Phil Menard discuss why tax planning should begin long before retirement, the difference between tax preparation and tax strategy, and how tools like Roth conversions, tax-efficient withdrawals, and healthcare planning fit into a comprehensive retirement plan. They also explain how small financial decisions can create larger tax consequences and why retirees often have more control over their tax situation than they realize.

Connect with Dan & Phil at Servant Advisors Group

What if the biggest threat to your retirement isn&rsquo;t market volatility, but taxes quietly reducing your wealth year after year? Dan Groben and Phil Menard discuss why tax planning should begin long before retirement, the difference between tax preparation and tax strategy, and how tools like Roth conversions, tax-efficient withdrawals, and healthcare planning fit into a comprehensive retirement plan. They also explain how small financial decisions can create larger tax consequences and why retirees often have more control over their tax situation than they realize.
Connect with Dan &amp; Phil at&nbsp;<a href="https://servantadvisors.com/contact/">Servant Advisors Group</a>

The Retirement Risk Most People Never See Coming

What if the biggest threat to your retirement portfolio isn’t market volatility itself, but the emotional decisions it can trigger? Dan Groben speaks with special guest Brad Jenkins, Chief Investment Officer of MarketGuard, to discuss managing risk before market downturns occur. They explore why a handful of stocks can distort market performance, the importance of having a strategy built for retirement, and how a disciplined, rules-based investment approach may help reduce emotional investing. The conversation also covers tax-loss harvesting and ways retirees can think about keeping more of their savings working for them.

Connect with Dan & Phil at Servant Advisors Group

What if the biggest threat to your retirement portfolio isn&rsquo;t market volatility itself, but the emotional decisions it can trigger? Dan Groben speaks with special guest Brad Jenkins, Chief Investment Officer of MarketGuard, to discuss managing risk before market downturns occur. They explore why a handful of stocks can distort market performance, the importance of having a strategy built for retirement, and how a disciplined, rules-based investment approach may help reduce emotional investing. The conversation also covers tax-loss harvesting and ways retirees can think about keeping more of their savings working for them.
Connect with Dan &amp; Phil at&nbsp;<a href="https://servantadvisors.com/contact/">Servant Advisors Group</a>

Why Are Retirees and Gen Z Rushing to Roth Accounts?

Retirement Results Podcast

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