Think Roth conversions are a retirement slam dunk? Think again. In this episode, Rick Hoskins and Vanessa Patterson from New Perspective Financial break down the hidden costs of Roth conversions, the truth behind “magic retirement numbers,” and how to build predictable income for your golden years. From portfolio X-rays to retirement paychecks, they share strategies to help listeners preserve what they’ve worked hard to save. Plus, hear surprising financial lessons from Hollywood stars and why early retirement might not be the dream it seems.

Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com. Tayvon Jackson, with extensive experience in financial planning and wealth management, is dedicated to helping individuals navigate their retirement journey with confidence.