2026 Valentine's Day Special
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Curious if you’re making the right moves with your IRA or 401(k? Wondering if Roth conversions are right for you, or how to navigate the shifting landscape of tax laws? Get ready for candid insights, real-life examples, and a taste of the upcoming book “The Mathematics of Retirement.” From the emotional side of retirement to strategies that might help you squeeze every drop from your hard-earned savings, this episode teases out what you’ll need—but doesn’t spill all the secrets. Listen in and find out why a 15-minute strategy call could change your financial future, and what’s coming next for Reid and the Safeguard team.
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