The Life & Finances Together Podcast

By: Rinvelt & David
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  • Summary

  • Welcome to the Life and Finances Together Podcast brought to you by the team at Rinvelt & David. We’re here to discuss the financial topics that mean the most to you with the signature candor, humor, and expertise that Roger David and Jacob Rinvelt have come to be known for among our clients and friends. Our hosts will also connect you with area experts and charitable organizations to talk about everything from good health habits to the latest tax and insurance changes and more! You’ll always find something interesting and entertaining that brings life and finances together. Producer: Steve Lewis Rinvelt & David LLC is an affiliate of Bluespring Wealth Partners LLC, a wholly owned subsidiary of Kestra Holdings, Inc. Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC. Investor Disclosures: https://www.kestrafinancial.com/disclosure.
    Copyright 2024 The Life & Finances Together Podcast
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Episodes
  • Life & Finances Episode 9: The Dos & Don'ts of Roth Conversions

    Life & Finances Episode 9: The Dos & Don'ts of Roth Conversions
    Oct 24 2024
    In this episode of the Life & Finances Together Podcast, Roger and Jake address some of the things that investors could miss when deciding to do a Roth conversion and why it's so important to do the math.
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    20 mins

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