The 'What's Next?' Retirement Podcast

The 'What's Next?' Retirement Podcast

Hosted by: Craig Wear, CFP®

Welcome to another edition of The “What’s Next?” Retirement Podcast with Craig Wear. Life is full of transitions that have a financial impact now and in your future. When finances are affected, there are always...

All Episodes
All Episodes Season 1

Episodes

#6 Secure Act 2.0's Impact on Roth Conversions

Season #1

Tune in to learn 5 Reasons why Roth conversions are critical to your plans for retirement!Click here to schedule your FREE consult with our awesome team of CFP®sHere is access to Craig’s first book, Paying the...
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#5 5 Reasons Why Roth Conversions are Critical to Your Plans for Retirement

Season #1

Tune in to learn 5 Reasons why Roth conversions are critical to your plans for retirement!Click here to schedule your FREE consult with our awesome team of CFP®sHere is access to Craig’s first book, Paying the...
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# 4 SECURE 2.0 - All you need to know

Season #1

Click here to schedule your FREE consult with our awesome team of CFP®s Here is access to Craig’s first book, Paying the Piper.Here is a link to Craig’s most recent book, Roth Conversion Secrets.
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Interview with Jay Tompkins, CPA

Episode #3

Click here to schedule your FREE consult with our awesome team of CFP®sDownload your copy of Paying the Piper here! Episode:  Interview with Jay Tompkins, CPATune in as we discuss:👉 Why most advisors and CPAs don't...
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Four Reasons NOT to do Roth Conversions

Season #1 Episode #2

Click here to schedule your FREE consult with our awesome team of CFP®sDownload your copy of Paying the Piper here! Episode: Four Reasons NOT to do Roth ConversionsTune in as we discuss:Mid 70sUnder 59Modest IRA...
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A Day Late and A Dollar Short in Roth Conversions?

Season #1 Episode #1

Click here to schedule your FREE consult with our awesome team of CFP®s.Episode: A day late and a dollar short in Roth ConversionsTune in as we discuss:Benefits of Roth ConversionsMisconceptions about Roth...
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