Episode 451 - Living Longer, Planning Smarter & Rethinking Roth

Here we are, on the cusp of May, with more sunshine and warmer weather (well, relatively). And, per usual, we have so much to talk about and so little time. On this week's show, Dennis will explain how living longer than you expect can affect both your finances and your health. Next, Hiedi will delve into the subject of estate planning for older parents, and options and possible thinking you'll need to consider. Last, Nathan will explore expanded Roth conversion strategies, outlining 10 key ideas to help you rethink when, why and how this option can become more valuable for you and your family. This is anything but light conversation, but for us and hopefully you, you'll find this information enormously valuable to your long-term financial security. Tune in and take control!

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