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The 4 Faces Of Retirement: What Each Account Says About You 

Nick Davis, CFP®
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Watch this video for the full playbook on how to retire in five years: • FULL GUIDE: How To Ret...
Looking to take control of your retirement? Book a call: bit.ly/brindle...
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We're a Frisco, Texas-based independent financial advisory firm serving individuals in several states nationwide. We're here to listen to your needs and guide you through the financial planning process.
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Any references to client experiences made in this video may be deemed to be indirect testimonials. Clients were not compensated for providing any testimonial statements.
Any references to client experiences are for illustrative purposes only. Actual client experiences will vary.

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6 окт 2024

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Комментарии : 3   
@erickarnell
@erickarnell Час назад
I have a lot more money in my traditional 401(k) than in my Roth 401(k) and my Roth IRA. I intend to transition most of that to a traditional IRA after retirement, and then use the time between retirement and taking Social Security to convert some to the Roth IRA.
@jeffb.2469
@jeffb.2469 2 часа назад
Audio is really bad on this one!.
@brindleandbay
@brindleandbay Час назад
Yeah! Sorry, the mic cable was messed up.
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