Thinking about doing a Roth conversion but not sure if it’s worth it?

In this episode, we break down one of the most common — and most misunderstood — questions we get from clients: When do Roth conversions actually pay off? We’ll walk you through how to calculate the breakeven point, the impact of tax brackets now vs. later, and how to avoid paying unnecessary taxes in retirement.

You’ll learn:

• What affects the breakeven point on a Roth conversion
• How age, income, and timing all play a role
• Common mistakes people make when converting on their own
• When you should consider Roth conversions

Whether you’re planning ahead, or already retired and looking to reduce RMDs and taxes, this episode is for you.

Questions or topic suggestions? Email us at info@mfginvestments.com

👉 Schedule your free retirement evaluation here and let’s build a strategy tailored to your goals

📅 Check out our upcoming events — including weekly Wealth Wednesday webinars and in-person seminars

In this episode of Money Moves with MFG, we break down one of the most important—and often overlooked—parts of retirement planning: your withdrawal strategy. Should you start with your Traditional IRA? Tap into your Roth? Or draw from your brokerage account first?

We’ll walk through how to think about sequencing withdrawals for maximum tax efficiency and long-term financial success. Whether you're already retired or just starting to plan ahead, understanding the impact of each account type on your tax bill and income plan is critical.

You’ll learn:

• How Roth, Traditional IRA, and Brokerage accounts are taxed
• Pros and cons of different withdrawal sequences
• Common mistakes to avoid when pulling money out

🎯 Ready to make your money last longer and work harder for you in retirement?

👉 Schedule your free retirement evaluation here and let’s build a strategy tailored to your goals

📅 Check out our upcoming events — including weekly Wealth Wednesday webinars and in-person seminars

In this episode of Money Moves with MFG, we're diving into the most common — and costly — mistakes people make with their 401(k)s. From not contributing at all, to missing out on free employer match money, to cashing out early or leaving funds sitting in cash, these errors can quietly derail your retirement goals.

We walk through real-life examples, shares eye-opening case studies, and offers simple tips to help you avoid these pitfalls. Whether you're just getting started or nearing retirement, this quick episode is packed with actionable insights to keep your 401(k) working smarter, not harder.

Tune in to learn how small decisions today can make a massive difference down the road.

👉 Schedule your free retirement evaluation here and let’s build a strategy tailored to your goals

📅 Check out our upcoming events — including weekly Wealth Wednesday webinars and in-person seminars