Podcast

Is a Roth conversion really the golden ticket for your retirement—or could it backfire if you don’t plan carefully? This episode of Retirement Simplified with Peter Laliberte breaks down why Roth conversions aren’t a DIY project, how new tax laws and deductions affect your strategy, and why timing and income levels matter more than ever. Learn the risks of converting too much, the hidden costs that can impact Medicare and taxes, and why a personalized approach is key to making the most of today’s historically low tax rates.

Ready to connect with Peter? Contact him here.

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Is a Roth conversion really the golden ticket for your retirement&mdash;or could it backfire if you don&rsquo;t plan carefully? This episode of Retirement Simplified with Peter Laliberte breaks down why Roth conversions aren&rsquo;t a DIY project, how new tax laws and deductions affect your strategy, and why timing and income levels matter more than ever. Learn the risks of converting too much, the hidden costs that can impact Medicare and taxes, and why a personalized approach is key to making the most of today&rsquo;s historically low tax rates.
Ready to connect with Peter? Contact him <a href="https://calendly.com/libertyadvisorygroup/retirement-planning?month=2025-08">here</a>.
<a href="https://www.facebook.com/people/Liberty-Advisory-Group/100063618818972/">Facebook</a> | <a href="https://www.linkedin.com/in/peter-laliberte-75758678/">LinkedIn</a>

There is no shortage of possibilities and dreams for what can be achieved in retirement and no two people have exactly the same plans for their future. Now there is a streaming, on-demand option to receive up-to-date and informative information that can be used to shape the retirement you envision for yourself.

Liberty Advisory Group founder and CEO Peter Laliberte is on the mic and in your ears on the “Retirement. Simplified! Podcast.” On each episode, Peter shares his experience, wisdom, and guidance gained since starting Liberty Advisory in 1996. The financial winds and market trends are constantly changing, and Peter offers informative and engaging discussions to help listeners gain knowledge and confidence as they consider their next steps in retirement planning.

There is no shortage of possibilities and dreams for what can be achieved in retirement and no two people have exactly the same plans for their future. Now there is a streaming, on-demand option to receive up-to-date and informative information that can be used to shape the retirement you envision for yourself.
Liberty Advisory Group founder and CEO Peter Laliberte is on the mic and in your ears on the &ldquo;Retirement. Simplified! Podcast.&rdquo; On each episode, Peter shares his experience, wisdom, and guidance gained since starting Liberty Advisory in 1996. The financial winds and market trends are constantly changing, and Peter offers informative and engaging discussions to help listeners gain knowledge and confidence as they consider their next steps in retirement planning.

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