Ep.204 - The Roth Conversion Window: Why Your Early Retirement Years Matter Most

Jul 24, 2026 · 40m 32s
Ep.204 - The Roth Conversion Window: Why Your Early Retirement Years Matter Most
Description

Each week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and...

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Each week on the Retirement Ready Show, certified financial planner Tony Drake and guests break down the most important topics in retirement planning—helping you create a roadmap for confidence and security in your golden years. From tax reduction strategies and Roth conversions to charitable giving and investment planning, our episodes bring you up-to-date insights on changing laws, smart year-end moves, and holistic approaches to managing your wealth. Whether you’re near retirement or already enjoying it, tune in for practical advice, recent updates, and tips for making the most of your savings—including how new tax rules could affect you and how to take advantage of unique opportunities. Educational workshops, resources, and friendly guidance are just a click away at RetirementReadyShow.com.


The Retirement Ready Show with Tony Drake, CFP® — Social Security, taxes, Roth conversions, and retirement income, every week from Drake & Associates. Saturdays 12pm & Sundays 7am on WTMJ 620 AM / 103.3 FM Milwaukee. Talk with us: go.oncehub.com/scheduleacomplimentaryconsultation. If the show has helped you, leave a rating on Apple Podcasts or Spotify — it's how new listeners find us.
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Author Chaesare Gray
Organization AE Media
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