• Accessible Finance Episode 68: How to Choose a Fiduciary Advisory, Roth Withdrawals, and Conversions

  • Feb 22 2025
  • Length: 22 mins
  • Podcast

Accessible Finance Episode 68: How to Choose a Fiduciary Advisory, Roth Withdrawals, and Conversions

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  • Summary

  • In this episode, we answer questions regarding Roth withdrawals, Roth conversions, and how to choose a fiduciary advisor--including a crucial discussion on what questions to ask and what could cause a lack of consensus among planners when comparing.🎙️ Have a financial scenario you’d like us to discuss (without giving personalized advice)? Send your questions to podcast@equilibriumfp.com—we’ll keep your information completely anonymous!📢 Don’t forget to like, subscribe, and share with friends who could benefit from smarter retirement planning tips!
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