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Ep 38 - Unveiling the 5 Taboos of Financial Conversations
Manage episode 374383692 series 3450300
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In this "Retirement Evolved" podcast, Adam & Lauren delve into the topic of "5 Reasons people are scared to talk about finances," providing his unique insights. These reasons include the pressure to keep up with others' financial status, limited financial literacy, societal norms discouraging discussions about personal finances, apprehension about being perceived as greedy, and concerns about privacy.
Adam also delves into Roth IRA Contribution Rules, which he refers to as "The 3 Cs": Can't, Contribute, and Convert. He explores concepts like Backdoor Roth Conversions, Age Requirements, and methods to calculate potential payments.
An unmissable segment is "Join the Conversation," where Adam addresses listener questions and provides valuable advice to address their financial concerns. Tune in for a comprehensive and enlightening exploration of these essential financial topics.
Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!
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