Episode 193: Wish Upon a Roth
Update: 2024-11-15
Description
Welcome back to Our 2 Cents with Steve and Gabriel Lewit! On today's episode, the hosts share the most recent updates on the Fed, market trends, and key post-election takeaways. Then, they dive into some more top-of-mind financial wishes and review the current landscape of Roth conversions. Listen in now using a link below!
- Gabriel's 'Quick Hits':
- Explore the potential market impact of the recent Fed rate cut and what key insights to keep in mind as Trump takes office.
- Explore the potential market impact of the recent Fed rate cut and what key insights to keep in mind as Trump takes office.
- More of Our Financial Advisors' Wishes:
- We're adding more wishes to the financial pros' wishlist with some fresh perspectives and strategies for listeners.
- We're adding more wishes to the financial pros' wishlist with some fresh perspectives and strategies for listeners.
- It's Roth Conversions Season!:
- Discover if a Roth conversion is still a smart move for your portfolio as we evaluate the trajectory of tax rates.
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