『Brad Rosley's Eye on Retirement Podcast』のカバーアート

Brad Rosley's Eye on Retirement Podcast

Brad Rosley's Eye on Retirement Podcast

著者： Brad Rosley
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このコンテンツについて

 Learn from a Conservative-leaning professional, Brad Rosley, CFP®. He’ll teach and talk about investing and tax moves he uses for his affluent clients. Learn via interviews how successful people made it to financial independence. Politics and policy matters and their impact on finances will be highlighted. As a Certified Financial Planner™ that’s not tied to corporate America telling him to walk the corporate line, you get it straight. FIRM: Fortune Financial Group, Inc. https://fortunefinancialgroup.comBLOG can be found at https://.bradrosley.comYOUTUBE: https://www.youtube.com/c/BradRosley/videos%C2%AEBOOK Amazon #1 Bestseller Beyond Money: https://www.amazon.com/Beyond-Money-Timeless-Financial-Wellness-ebook/dp/B07DNLWS1Q© 2023 Brad Rosley's Eye on Retirement Podcast アート
エピソード
  • How to Minimize Capital Gain Pain

    How to Minimize Capital Gain Pain
    2022/03/13

    Strategies matter. It's not what you make, but what you keep that counts!

    1099's tell investors how much in capital gains they need to add to their annual tax return.

    Listen and learn to find out what causes these gains and how you can minimize them.
    Hint- Mutual funds are NOT tax efficient.

    Fortune Financial Group Website

    Schedule a meeting link
    続きを読む 一部表示
    15 分
  • Is Conversion from IRA to Roth IRA For You?

    Is Conversion from IRA to Roth IRA For You?
    2021/12/16

    Brad Rosley, CFP® and Cris Kalivas, CFP®  discuss why it's a great time for many people to convert a portion of their Traditional IRA or IRA Rollover to a Roth IRA.

    Learn about the:

    • Tax benefits
    • Liquidity options
    • Tax diversification

    Fortune Financial Group Firm website: https://fortunefinancialgroup.com
    Blog: https://bradrosley.com
    Youtube: https://www.youtube.com/c/BradRosley/videos

    Click Brad Rosley's Book Beyond Money on Amazon: https://www.amazon.com/Beyond-Money-Timeless-Financial-Wellness/dp/1720678669/ref=sr_1_1?keywords=brad+rosley&qid=1639687515&sr=8-1
    続きを読む 一部表示
    19 分

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