Roth Conversions

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Roth Conversions

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“What does it really mean to retire well?” In this episode, Dave Solomon unpacks the unexpected challenges retirees face when money alone isn't enough—revealing how passion and purpose drive true fulfillment. Discover how innovative investments, like the SpaceX IPO, or strategies such as Roth conversions, are only part of the journey. With stories, insights, and answers to listener questions, Dave explores why contentment and clarity matter more than chasing the next big thing, and how everyone’s retirement path is deeply personal.

Dave Solomon will give you tips for your best retirement. For more information about Solomon Financial, go to solomonfg.com

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