Mid-Year Money Moves: Roth Conversions, Mortgage Decisions, and SpaceX’s Impact

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Mid-Year Money Moves: Roth Conversions, Mortgage Decisions, and SpaceX’s Impact

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July 1, 2026 ~ Nick Hopwood and Ryan Ermanni talk about Roth conversions, mortgage payoffs, and the SpaceX IPO. They explain the benefits of Roth conversions for lowering lifetime taxes and providing tax-free inheritance, and the importance of a mid-year financial review, including portfolio returns, beneficiary checks, and cost of living assessments. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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