🔧 Build a Sturdier Financial Future. Book Your Consultation: https://mitchlyonswealth.com/retirement-consultation/
Retirement isn’t just about saving enough- it’s about protecting what you’ve built from the unexpected. In this episode, Mitch explains the difference between Roth contributions and Roth conversions, why paying taxes on your terms can create greater flexibility, and how common retirement risks like market volatility, inflation, healthcare costs, and longevity can derail even the best-laid plans.
Here’s some of what we discuss in this episode:
💰 Roth Strategies: Contributions vs. conversions explained
📈 Market Risk: Preparing for inevitable downturns
🛡️ Retirement Protection: Guarding against financial threats
🏥 Unexpected Costs: Planning for healthcare and longevity
🔄 Annual Reviews: Keeping your plan on track
✅ Peace of Mind: Building confidence in retirement
Resources
Our website: https://mitchlyonswealth.com/
Phone: 866-857-8335
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