Roth Conversions: June 29, 2024

Welcome back to another episode of Money Matters! We're excited to introduce our newest advisor, Aaron Verkaik, making his debut on the radio. Aaron will share his interests and what inspired him to pursue a career in financial planning. In this episode, Carey and Aaron start with a market update and answer listener questions. Then, they dive into the topic of Roth conversions and discuss whether this strategy is right for your financial portfolio.

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Since 2005, Carey and Jack have broadcasted their show on local radio station WHTC 1450 AM Radio.

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